Job Description
Job Description
Summary
Directly contributes to and supports sales goals of the agency or specialist department as communicated from the agent to meet long-term and short-term goals for agency growth.
This includes new business, cross-sell opportunities, customer service, retention, and profit goals.
Core Job Duties
Core job duties include, but are not limited to :
- Must be licensed, or become licensed in the 90 day probationary period, in Personal, Commercial, as well as Life, Accident and Health insurance
- Solicits and writes new business
- Coordinates with the agent to provide assistance in determining proper coverage
- Field underwriting and rating for new accounts
- Maintains knowledge of new products and initiatives. Pursues a program for development of personal and business skills
- Actively solicits expiration dates from new clients and prospects
- 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 operations manager
- Performs 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 and written communication skills Teamwork : Accepts feedback when offered and works well with others
Preferred Skills and Abilities
- Previous sales 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.
Benefits (after 90 day probationary period) :
- $200 / month paid stipend for health coverage
- PTO (6 personal days a year)
- Roth IRA
Benefits (after 1 year period) :
Paid 1 week vacation, in addition to PTO
Benefits (after 2 year period) :
Paid 2 weeks vacation, in addition to PTO
Note : This position may require having the flexibility to work non-standard hours / shifts and having the ability to adhere to a structured schedule.
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