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         Obtain and/or maintain Florida 2-20 General Lines Agent License

         Complete all necessary continuing education to maintain your license in good active standing with the State of Florida

         Proactively contact and market to real estate, mortgage, and other related professionals for potential new business

         Attend local networking events, seminars, luncheons to generate new business and build your contact sphere

         Quote new business accounts through appropriate insurance carriers sites

         Gather all necessary information and documentation to process new business and renewal applications

         Provide continuing service to existing clients by processing policy changes, payments, and other customer service tasks

         Conduct annual coverage reviews to identify and cover clients’ additional risk exposures

         Contact clients to obtain and provide information when claims are made on a policy

         Participate in monthly staff meeting and share valuable, applicable information with fellow staff

         Maintain a new business policy log and/or spreadsheet to track progress towards sales goals

 

Cindy Palmquist

Licensed Agent

The Thompson Agency, Inc

www.thompsoninsurancefl.com

2132 McGregor Blvd

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