Associate Account Representative. First 90 Days:Begin AINS Designation. Become proficient SBU Partner Rating Portals. Provide online rating support to middle market and small business teams. Learn CSR 24 Program & conduct implementation. Visit La Palma and become familiar with SBU Team. Attend regular HPT meetings with Marketing Team & SBU - Meet with our top 3 C small business partners. Learn their appetites. Support Book Optimization & other Special Projects. At the end of the next 90 days, we... more details
Associate Account Representative
First 90 Days:
Begin AINS Designation
Become proficient SBU Partner Rating Portals
Provide online rating support to middle market and small business teams
Learn CSR24 Program & conduct implementation
Visit La Palma and become familiar with SBU Team
Attend regular HPT meetings with Marketing Team & SBU
Meet with our top 3C small business partners
Learn their appetites
Support Book Optimization & other Special Projects
At the end of the next 90 days, we will evaluate performance and if all terms have been met, Compensation will be increased by $5,000
Next 90 days:
Become proficient in EPIC; Accord Forms, document management, workflows
Certificates & Evidence of Property Coverage
Auto ID cards
Change requests
Unrouted attachments
continue AINS Course for designation
Continue CSR24 Implementation
Meet with Key Carriers and learn appetites
Attend weekly HPT meetings
Attend biweekly meetings with Sales Leader for Future producer training
At the end of the 1st 90 days, we will evaluate performance and if all terms have been met, pay will be increased by $5,000
Next 180 days
Transition to Service Team
Continue AINS for designation
Learn the Hub Client Connect (Indio) program for Renewal processing & supplemental applications
Provide training and implementation to other teams on Hub client connect
Master the Epic Marketing Module and submission process
Attend weekly HPT meetings
Attend biweekly meetings with Sales Leader for Future Producer Training
At the end of the 180 days, we will evaluate performance and if all terms have been met, pay will be increased by $10,000
Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalent
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