Demonstrate exceptional knowledge of infrastructure, products, solution capabilities and process related to new and implemented product solutions and customer specific solutions.
August 28, 2022
Communicate with agent/agency concerning questions about application processing and administrative procedures by phone, fax and email.
October 10, 2022
Management of the monthly close process from an FS business perspective, reviewing actual results versus plan, preparing variance analyses, analyzing current and past trends in various metrics including revenue and operating expenses.
November 22, 2022
Activate policies after underwriting approval on insurance processing system, which includes policy dating, error corrections, changes, delivery requirements and drafting initial premium if necessary.
December 19, 2022
Develop and manage partner relations including implementation plans, negotiating terms sheets and agreements, coordinating with internal and external stakeholders, and reporting.
April 04, 2023
Create plans, facilitate working groups, and establish goals and targets for projects, as well as conduct market analysis and support business case development.
April 29, 2023