Kiva Uhl Email & Phone Number

Vancouver, Canada Area

- Proactively manages a book of business by analyzing clients' exposures, gaps in coverages and loss histories- Proposes appropriate coverages and solutions with the Client Executive- Develops account strategies, presentations and proposals- Reviews contracts to ensure insurance program meets requirements and works with insurers to amend coverages/obtain agreement- Answers clients questions and daily requests/coverage changes- Advocates for clients during claims process

Burnaby

- Mentor and coordinate marketing and administrative processes within the sales team- Provide leadership, support and clear communication to the team including workload, learning opportunities and direction is provided- Assess clients needs while developing relationships with clients- Ensure comprehensive underwriting information is received, accurate and documented- Administer and manage the information processes to other team members- Market mid -term endorsements while providing clear direction for the team for processing

Burnaby

- Attend industry events to promote CMW and build a strong business network - Develop promotional campaigns through direct contact, traditional media and social media - Assist in the organization and promotion of CMW business development events - Develop prospecting data and initiate networking activities and new prospect contacts - Promote new Online Services with existing and new clients - Provide shadow support on new business, proposals, account maintenance and renewals - Maintenance of client accounts and documentation - Complete an annual business plan outlining promotional activities and sales objectives