Grow the market share by gaining Profitable New Commercial & Individual lines accounts.
Prospecting / Sales:
Compile target lists based on the sales plan for identified clients as well as your own
Development of new business pipeline
Prepare action plans for effective search of sales leads and prospects
Initiate and coordinate development of action plans to penetrate new markets
Create and conduct proposal presentations to potential Clients
Achieve new business sales targets in line with sales plans
Provide after sales service for new business
Identify opportunities for up/cross selling and write additional business
Client Liaison:
Regular Networking
Identify opportunities and implement marketing and promotional activities
Build relationships through regular contact, identifying critical decision makers with all stakeholders (Clients, Insurers, etc) ;
Client Communication - Keep clients informed of developments in the industry and market
Regulatory Compliance:
Adhere to FAIS requirements and set company procedures