Job Description
Renewal System
- Maintain a positive and proactive working relationship with stakeholders in the renewal system
- Follow all CMB procedures, forms, checklists and workbooks as outlined in the CMB Renewal System
- Pre-renewal activities, customer updates, marketing and renewal presentations must be completed on time as per company policy
- Cross-sell or up-sell other products and services the brokerage offers to new and existing clients
- Coverage review checklists must be performed on an annual basis as per the CMB Renewal System
- Build marketing relationships with CMB designated underwriters, maintain a positive and proactive relationship with underwriting, always putting the client’s needs first
Customer Service
- Be familiar with and follow company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.)
- Respond to and ...