Commercial Lines Sales Mentor

Job Description

Job Description

Benefits :

• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Tuition assistance
• Vision insurance

Job Summary

Under the immediate direction of the AccessPlus Team Lead, the Commercial Lines Sales Mentor is responsible for the distribution of quotes and bind requests to other AccessPlus team members, and also the quoting and writing of new business accounts on behalf of member agents.

This position works closely with our member agents (agency principals, account managers and producers) and insurance carriers to streamline the delivery of information regarding new business opportunities and the new business process.

This position requires a high level of prioritization and organizational skills as well as exceptional interpersonal skills.

When you join us, you can expect :

• Health Insurance : Medical, Dental, Vision, Life and Long-Term Disability Insurance added at no cost to you
• Paid Time Off
• Performance based end-of-year bonuses
• Gym / Fitness Facility with employee keycard access
• College Loan Repayment Program
• College Tuition and other costs reimbursement program
• Team building activities

Primary Responsibilities :

• Manage Sales Force submissions and distribute quotes.
• Review new business applications for completeness and contact agents for missing information.
• Finalize quotes and issue policies through carrier websites.
• Mentor new agents on applications and insurance products.
• Achieve annual submission goals and meet time standards.
• Guide new agents through mentorship programs.
• Conduct quality assurance audits on bind confirmations.
• Assist in planning and implementing training initiatives for member agents.
• Coordinate meetings for member agents and create marketing materials.
• Communicate effectively with customers and collaborate with stakeholders to achieve common objectives.

Additional Skills and Attributes :

• Highly organized and efficient.
• Polished and professional appearance.
• Excellent verbal and written communication skills and the ability to interact professionally with a diverse group executives, managers, and subject matter experts.

Essential Behavior Requirements

These behaviors are based on CAAs cultures and values critical to support the mission of the organization.

Agency Interaction

Respect all people, value the differences, and deal with them in the way we want to be dealt with

Go the extra mile to give members knowledgeable advice and service to maximize their benefit and create value

Deal with our members keeping an eye on profitability for them and for ourselves

Treat our members like partners

Business Practices

Tirelessly pursue new growth opportunities for our members, our companies, and ourselves

Focus on commitments and profitability with all companies and members

Research and utilize technology to enhance all that we do

Innovate, create, and foster the entrepreneurial spirit

Select business relationships carefully

Culture

Create value for our agencies and we create value for ourselves

Build long-term relationships based on honesty and integrity

Learn from our experiences and seek improvement

Use tenacity and persistency to win every time

Strive for the best image and reputation

Take ownership in all that we do