, review agent submissions and documentation, assess profit/loss potential, and determine appropriate rates... regular on-site visits. Business Development – Seek out new business opportunities through prospecting and marketing efforts...
marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients... Free tax preparation training and PTIN registration Free continuing tax education Enrolled Agent materials and testing...
-set appointments, and unmatched marketing support to fuel your business. • Accountability for Success: We’ll guide... where agents can thrive. Her dedication to agent success goes beyond transactions—she loves seeing agents grow their skills...
& Documentation: Determines the acceptability of surety risks, based on the Merchant’s guidelines and marketing strategy. Operates... within the authority established by the Senior Vice President – Contract Underwriting. Reviews agent submissions/applications...