+ Achieve the allocated new business objectives, selling directly to prospective clients and in conjunction with brokers.
+ Lead all client service team activity on prospects – coordinating activities, establishing deadlines, confirming results and resolving disagreements
+ Achieve new business objectives as established by the Division Sales Manager/Assistant Division Sales Manager to include: New business premium and the percent direct quota The stated quote/success ratio The number of face-to-face prospect calls per month
+ Call Plans, Strategy Development and Client Service Plans Establish call plans and complete call reports in the CRM/CSS. Review all strategic calls with the DSM. Initiate Sales and Client Service Strategy documents in CRM/CSS for all prospects under development and keep up to date. Lead the client service team to develop a draft Client Service Plan in conjunction with the client for Best Few prospects. The Client Service Plan should include agreed risk im...