Overview

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.

 

Job Type:Full Time

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