Renewal Team Leader
Current• Submission Marketing:o Receive new business applications for insurance from independent agent customers.o Responsible for reviewing and qualifying the risks and exposures specific to management liability and professional liability.o Act as a liaison between the company underwriters and the independent agent customers to negotiate favorable insurance proposals.• Internal Sales:o Responsible for studying various insurance proposals to determine viability for selling to independent agency customer.o Responsible for discussing the features and benefits of each proposal with customers and ultimately asks for the sale.o Responsible for building policy comparisons and other selling techniques to sell against competing proposals.• Customer Focus and Responsibilityo Responsible for building and maintaining constructive business relationships with independent agent customers over the phone. Travel is very minimal.o Responsible for managing/growing a book of business, but does not have individual ownership of the business as Apogee owns all business written.o Responsible for learning and understanding company underwriters’ appetites for risk and exposure. o Responsible for servicing policies and issuing endorsements
