Identifying prospects for business from existing and prospective clientsMaintaining a consistently strong and active new business pipelineDeveloping new relationships with individuals responsible for insurance and risk management decisions at prospective clients.Aggressively identifying and pursuing cross-selling opportunities amongst existing clients.Obtaining referral leads from existing clients.Participating and taking leadership roles in targeted civic and professional associations.Designing individual prospect sales strategies and developing unique prospect programs.Preparing proposals and presentations by collaborating with Pratt Producers and industry.Understanding the Pratt value proposition for each opportunity and aligning the agencies resources and expertise with individual client sales strategies.Maintaining consistent and high quality touch points with clients and prospects.Providing proactive risk management advice to existing clients and resolving client issues before they become “problems".Championing the proper advocacy of claims.
