Evan Merritt Email & Phone Number

Phoenix, Arizona, United States

• Review New Business applications for accuracy, determine if policies meet eligibility guidelines and accept, reject, and/or adjust coverage as necessary • Assume responsibility for incoming inquiries via phone, email, fax, etc. from agents and Insureds • Instruct agents on company guidelines and procedures, be an available resource to agents on a daily basis • Maintain understanding of State guidelines, including available discounts, selection/rejection requirements, State specific forms, and updates to underwriting guidelines and rating factors • Review required documentation for policy changes, follow up with the Underwriters and modify policies as necessary • Research agent service problems/issues to conclusion, this may include communication with other units, such as, IT, accounting, and marketing • Utilizes internal and external resources to confirm building information and characteristics are in line with our guidelines. • Analyze and provide feedback when necessary regarding quality of an agency’s submissions. • Audits personal lines policies which have been automatically accepted to confirm correct information and rating has been applied. • Processes and maintains assigned workflow in a timely manner • Willingly accepts other duties as assigned • Responsible for handling incoming calls related to, underwriting and coverages • Reviewing new business inspections for eligibility and compliance with guidelines • Consults with field representatives, insurance agents, brokers and other insurance or inspection companies to obtain further information, quote rates or explain company underwriting policies

Glendale, Arizona, United States

• Review insurance applications for compliance and adherence• Underwrite home & auto insurance products within strict company/state guidelines• Achieve business growth by collecting information from prospective clients• Review and process endorsements requested via phone or email• Generate underwriting documentations such as declarations pages, endorsement forms, and loss history reports.• Identify the customer's needs to advise on coverage matters• Act as a technical referral point for customer service or less experienced underwriting team members• Collaborate with specialists to gather information and opinions• Keep detailed records of policies underwritten and decisions made

Peoria, Arizona

• Coordinate all field service from main office• Inspect solar installs via drone for quality assurance and marketing purposes. • Take professional quality pictures/video via drone or camera for social media and quality control purposes• Interacting and cooperating with APS, while representing the customer• Gather information for panel designs using County Assessor's offices, independent contractors, and APS energy usage history• Assemble documents with solar design plans & specs for submitting to HOA• Document with exact detail, for submission to city, utility, or independent contractors • Calculate APS usage using images of customer energy graph• Assembling and mailing customer rebates/referral checks• Manage social media for company• Survey sites for solar installation plans• Training new employees for both sales and office related roles.• Generate sales leads via marketing material and canvassing.

Anthem, Az

• Sell products and services to new and existing customers• Assist customers and colleagues with billing related challenges• Meet current sales metrics and goals• Adhering to all sales processes and procedures as established by regional management• Execute promotions and meeting or exceeding established sales goals as established within District• Handle in-store customer service • Monitor store merchandise to maintain optimum inventory level• Maintain store appearance standards