Job Description

Summary

Directly contributes to and supports sales goals of the agency or specialist department as communicated from the agent to meet short-term and long-term goals for agency growth. This includes new business, cross-sell opportunities, customer service, retention, and profit goals. We are looking for someone who is seeking a career, not a job.

Core Job Duties Include (But are not limited to)

Must be licensed in Property and Casualty as well as Life, Accident and Health ( or able to obtain within 60 days)
Solicits and writes new business for all lines of business

Coordinates with the agent and/or Account Executive to provide assistance in determining proper coverage
Actively solicits expiration dates from new clients and prospects

Develops an agency relationship with existing and new clients

Meets the production requirements and goals assigned by the agent

Maintains monthly sales records and provides a copy for review to the agent and/or Account Executive

Perform other duties as assigned

Core Competencies

Business Results: Ability to meet individual performance, metrics and goals

Drive and Productivity: Able to bring about great results from ordinary circumstances; prepares for problems or opportunities in advance; undertakes additional responsibilities and responds to situations as they arise without supervision.

Innovation: Accepts innovation and improvement recommendations

Communication: Acceptable verbal, written and timely communication skills

Teamwork: Accepts feedback when offered and works well with others

Physical Environment

This position requires flexibility, as normal duties are often performed outside the office at customers’ homes and businesses when not in a climate-controlled office

Preferred Skills and Abilities

High School Diploma required. Some college preferred. Previous customer service experience highly preferred. Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, and strong verbal and written communication skills.

Note: This position may require having the flexibility to work non-standard hours/shifts and having the ability to adhere to a structured schedule.

Job Tags

Full time, Work at office, Shift work

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