Pat Griffith Email & Phone Number

2727 Grand Prairie Parkway, Waukee, Ia 50263

 Work with Account Executives on qualified prospects. Prepare and market new and defined renewal business in conjunction with designated Account Executives to include; • identifying all necessary information and analyzing the current program, • preparing submissions to include applications and various support documents, • favorable presenting of the account, • and to aggressively work in obtaining a compelling program, • prepare a proposal with designated Account Executives input.  Maintain an organized marketing file that provides Account Managers with clear and accurate information to ensure a smooth issuance, including all required documentation.  Provide answers, solutions, or direction to questions or concerns by clients and underwriters in a courteous and timely manner. Research information in response to Account Executive and client questions. Develop and maintain effective communication with company underwriters and clients.  Act as company liaison with appointed carriers. Help Account Managers/Sr. Account Managers and branch offices with marketing questions and concerns. Ability to follow rules and guidelines set in Business Development Handbook. Ability to keep pipeline updated and accurate. Develop and maintain active contacts within the industry to keep informed on industry trends/issues.  Perform special projects as identified by the VP of Business Development or Senior VP  Attend Agency meetings as well as internal and external training as required.  Present a professional appearance and attitude of accomplishment.

 Maintains dedication to professional client service and operates as an effective partner with clients to include, but not limited to the following:• consistently available for client inquiries, as well as responds to client requests in a timely and professional manner• maintains an awareness of all client service issues• researches and investigates client insurance issues Proactively addresses issues and opportunities for enhanced service. Investigates and identifies appropriate resources to resolve complex insurance issues ensuring client and account executive satisfaction. Identifies and pursues opportunities for the sale of additional lines of insurance, as well as additional agency services such as loss control accomplished by understanding client business needs and in fostering strong client relationships. Marketing/Sales Process Duties: Participates in the renewal sales process to include; determines optimum markets for renewal accounts and prepares/deliver submissions. Evaluates renewal quotes and as necessary interfaces/negotiates with carrier underwriter with Account Executive assistance, if required. Works with the Account Executive and Client Service Executive in obtaining submission data from prospects or clients to include losses, payroll, sales projections, company history, product brochures, desired services. Develops and maintains relationships with company underwriters and representatives to develop broad product knowledge and effectively resolve client service issues.

 Prepares client renewal reviews and applications, orders renewals, and ensures accurate invoicing, as well as, the completion of required documents. Evaluate and recommend insurance options for clients. Accountable for account accuracy by ensuring that on-line customer information, as well as items received by carriers are accurate and current to include; exposure schedules, policy formats, policy endorsements, premiums, and invoicing. Proactively addresses issues and opportunities for enhanced service. Investigates and identifies appropriate resources to resolve complex insurance issues ensuring client and account executive satisfaction. Identifies and pursues opportunities for the sale of additional lines of insurance, as well as additional agency services such as loss control accomplished by understanding client business needs and in fostering strong client relationships.  Participates in the renewal sales process to include; determines optimum markets for renewal accounts and prepares/deliver submissions. Evaluates renewal quotes and as necessary interfaces/negotiates with carrier underwriter with Account Executive assistance, if required. Works with the Account Executive in obtaining submission data from prospects or clients to include losses, payroll, sales projections, company history, product brochures, desired services.  Develops and maintains relationships with company underwriters and representatives to develop broad product knowledge and effectively resolve client service issues.