Develop agency assessments and business plans with assigned independent agents designed to grow new business from new client.
Identify new client with annual premium of $5,000 to $250,000+ through effective pipeline development, account pre-qualification and territory analysis/management.
Responsible for new client acquisition including pipeline development and pipeline management ultimately leading to closing deals.
Responsible for new customer quote follow up and quote optimization with agents.
Premier account segment new customer table set best practice.
Travel within assigned territory 4-5 days/week supported by office time as needed for making agency appointments, call planning, Salesforce documentation, agent follow-up, report generation, presentation preparation, etc.
Provide support to assigned agencies with new customer development sales matters. This i