Jan Gross

Jan Gross

Property & Casualty Insurance

Member

Fill the Filing Cabinet Workshop 08/16/2021
7-Minute Presentation Workshop 01/18/2021
InfoMinute Seminar 07/20/2020
GateOpener Workshop 07/20/2020
Orientation Essentials 06/15/2020

Development

USI Insurance Services

USI Insurance Services

404-454-6443

3475 Piedmont Road
Suite 800
Atlanta, GA 30305

Company

When onboarding a new client, ideally, I schedule a conversation where I ask open ended questions to gather necessary information/data. I then explain next steps and provide delivery date.

Referral Trigger Response

Midtown Team

Introduced by:

Bruce Logue

Bruce Logue

Joined on 06/05/2020

Leadership

ParticipationCoOrdinator 02/09/2020
VisitorCoOrdinator 09/30/2021
MembershipCoOrdinator 12/07/2020

Team