Keri Crittenden

Select Business Unit Sales Executive @Marsh McLennan Agency

US

Identify and attain new clients to the agency through marketing, networking, and prospecting.Advise prospects on necessary coverage needed for their business and work to obtain the coverage.Pre-qualify insurance prospects for insurability and fit with the new business guidelines.Obtain underwriting information necessary to quote.Complete and customization of proposals as dictated by client needs.Monitor placement of new business within Admitted and E&S carriers.Review and place new business in service centers when it meets the filter.Assist the service team in client retention.Develop a relationship with the service team members and assigned account managers.Provide market direction and updates to account managers.Work with the account managers to assist them with renewals and solidifying client relationships.Inter-department contact for marketing questions.Responsible for account rounding (both at new business and renewal).Maintain a current working knowledge of all company change procedures and communicate to the team.Positively accept any other duties as assigned by management.Accurately document information within agency management system.Complete applications & billing screens in Sagitta.Attach all necessary paperwork and correspondence in document management system.Obtain signatures and collect premium on new business accounts.Obtain all necessary waivers from client and attach all documents in document management system.Attend scheduled corporate and business unit sales meetings and events.Sales oriented, productive in high volume, fast-paced, multi-tasked environmentAble to proactively identify and pursue niche market businessExcellent communication and negotiation skills under stressful situationsEffective team member who proactively assists all other members of this teamAbility to maintain a professional manner alwaysAble to organize time and prioritize workload