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- To serve our clients and our employees
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Obtain and place new clients with our agency Present coverage recomendations based on risk exposure Assist insureds with questions about policy coverages and policy types Provide and research programs within the agency to provide a better overall experience for both our insureds and our staff
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Identifing and soliciting sales oppotunities Develop creative insurance solutions to protect personal and business assets Provide personal attention through excellent service to each and every client
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Sell and service quality personal and commercial insurance products Provide products for customers that meet their needs with financially secure insurance companies Uses 36 years of experience to provide professionalism and integrity to valued customers Do the best job possible for my customers and Security First Insurance Agency
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- Offer quality insurance products for the protection of businesses, home auto and life.
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Responsible for the servicing and marketing needs of Security First Insurance commercial clients Participate in new business marketing and placement of coverage Responsible for obtaining, processing and reviewing all policy changes during the policy term Assist clients with any accounting discrepancies or concerns Prepare renewal submissions, quotes and binding Respond in a timely manner to the requests and needs of clients and Security First associates
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Assisting clients with questions in regard to coverage, billing and policy changes Process and assist with claims handling Review and remarket renewal policies to ensure proper coverage and premiums for our clients
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- Processes accounts payable and receivable
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Customer correspondence Account verification Reception
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