Primary Duties and Responsibilities:
Responsible for marketing and generating new insurance sales as well as being a professional advocate for all insurance related needs. Respond to all customer inquiries and requests with a high level of customer service.
Determine the insurance needs of the customer through the probing process, offers a proposal with the appropriate insurance coverage/protection solutions. Achieve a balance in production to meet agency business and growth objectives by maintaining an appropriate mix of business. Provide professional product expertise by thoroughly explaining coverage limits, deductibles, payment options, policy language and servicing provisions. This agent advocate also provides expert advice by careful review of all available products and offers the best value or solution to the Member/customer. Respond to current policyholder inquiries and requests.
Initiate lead and prospect generation from established lead management business rules to effectively manage and leverage sales opportunities including, but not limited to: 1) expiration dates and subsequent follow up to provide quote(s), 2) follow up on existing mono-line accounts by mail / telephone for the purpose of cross-selling, 3) make outbound calls to increase sales and ultimately member penetration of insurance related products 4) develop networking referrals 5) participate in community and membership events 6) develop referral relationships with other sales representatives, i.e. membership, life & health agent, etc.
Ensure that insurance applications are submitted in accordance with agency policies and procedures with efficiency, quality and accuracy; with supporting documents / forms. Maintain current carrier information to ensure compliance with carriers’ underwriting guidelines, and binding authority to reduce E & O exposures.
Agent and leader develop annual performance plans to support Club initiatives. Actively participate in the ongoing progress reviews by monitoring results and looking for continuous improvement opportunities. Perform other duties as necessary.
Meet and/or exceed sales production requirements
Completion of Insurance industry training programs
Knowledge and Skills:
Ability to navigate MS Office applications (Word, Excel)
Work in a temperature controlled office environment. Willingness and ability to work extended/irregular hours to include weekends/holidays.
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The Auto Club Group