Deborah Baker, Cic, Crm Email & Phone Number

Roseville, Ca, Us

Roseville, Ca

Acting as the primary point of contact for customers, I ensure the precise and efficient delivery of exceptional client services. My passion lies in fostering a consultative partnership with clients,comprehending their business and exposures, and providing tailored advice, recommendations, and services to meet their specific needs. Serving as the intermediary between clients, carriers, and service team members, I take pride in delivering the highest degree of service.

Responsible for the combined Commercial Lines functions of account management and generating new business revenues. Retain existing accounts and develop opportunities for revenue enhancement with the largest and most complex clients. Ensure account profitability by managing the time and resources required to provide clients with high quality services. Develop and maintain consultative, partnership relationships with clients, understand their business sufficiently to provide advice, recommendations and services that are focused on their specific needs as appropriate to their strategic business plans. Ensure clients receive timely and accurate service. Communicate with clients, carriers, and service team members to obtain the highest degree of client satisfaction.

Served as primary contact for clients to assure accurate and efficient delivery of client services. Provided strategic guidance to clients to ensure that clients unique needs were met. Prepared applications, specifications, and submission letters for marketing accounts. Negotiated pricing and coverages to best meet the needs of clients. Responsible for marketing of new and renewal business on behalf of prospects and clients. Attended client meetings to obtain renewal information and present proposals. Assisted in solicitation of new business via risk management audits, proposals and attendance at prospect meetings.