Account Quoter Risk Marketer 📜

Using and training on agency rating software to submit to carriers in a timely manner.

Learning carriers, appetites and quoting systems. Maintaining process flows on these carrier websites including systems.

Following quoting procedures and guidelines. 

Personal Add Quotes to the Quotes and Quotes/Remarket folder

Commercial Add Quotes to the Submission Center tab and Submission folder

Automatically apply coverage standards and reference where there are exclusions to avoid (missing standards)

Ensuring agents are providing proper applications to ensure quoting is accurate and timely manner

Making sure the team has the ability to login to carrier websites 

Continue Training with APP and Total CSR and new training the agency offers (make video how to add user and website how to)

Failure to reach and maintain the KPIs below can cause reduced bonus, bonus eligibility, and/or reduced commissions. Please always communicate with your team lead. 

All KPIs and Goals will be on AppSheet.

Savvy

Motivated

Adaptive

Reliable

Trusted

• Honesty/Integrity - Does not cut corners unethically. Earns trust and maintains confidence. Do what is right, not just what is easy. 

• Organized & Planning - Plans, organizes and schedules in a productive manner. Focuses on key priorities. 

• Follow-Through - Lives up to verbal and written agreements, regardless of personal costs. 

• Intelligence - Learn quickly. Demonstrates ability to quickly and proficiently understand and absorb new information. 

• Proactivity - Acts without being told what to do. Brings new ideas to the company. 

• Work Ethic - Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard. 

• High standards - Expects personal performance and team performance to be nothing short of the best. 

• Communication - Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails. 

• Teamwork - Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship. 

• Every 90 days you will meet with your manager to review any bottlenecks, ideas you have to improve as well as the objectives outlined in your job description. 

• Each year you will receive a formal review.