We Are Hiring
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Join our awesome team!
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[ac_section title=”Marketer”]
Marketers work to increase Agency Policies in Force by contacting potential prospects via telephone. Using scripts, Marketers contact and inform prospects of the company’s products or services for the purpose of securing sales appointments for Agents or Agency Producers. Marketers are responsible for tracking marketing methods used, as well as outcomes.
Core job duties include, but are not limited to:
– Contact businesses or private individuals by telephone in order to secure appointments for Agent/Producer follow up
– Obtain prospect information such as name, address, and payment method, and current insurance and risk information
– Record names, addresses, purchases, and reactions of prospects contacted
– Adjust sales scripts to better target the needs and interests of specific individuals
– Telephone or write letters in response to correspondence from customers, or to follow up on initial sales contacts
– Maintain records of contacts and activity
– Schedule appointments for Agent/Producer to meet with prospective customers
– Deliver prepared sales talks, reading from scripts that persuade potential prospects to meet with Agent/Producer with the intent to purchase insurance products
– Perform other duties as assigned
Core competencies
Communication: Has acceptable verbal communication skills
Teamwork: Accepts feedback when offered, and works well with others
Business Results: Has ability to meet individual performance, metrics, and goals
Drive and Productivity: Is able to bring about great results from ordinary circumstances; prepare for problems or opportunities in advance; undertake additional responsibilities; and respond to situations as they arise without supervision
Innovation: Accepts innovation and improvement recommendations
Preferred skills and abilities
Four-year college degree highly preferred. High school diploma or equivalent required. 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 nonstandard hours/shifts, and having the ability to adhere to a structured schedule.
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[ac_section title=”Customer Service Rep”]
Customer Service Representatives work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company’s products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, Customer Service Representatives will analyze, clarify, and resolve policy and account-related questions.
Core job duties include (but are not limited to):
– Must be licensed
– Determine customer requirements and expectations in order to help the customer identify specific products and solutions
– Solicit, sell and negotiate new business policies
– Review renewal business and identify appropriate follow-up action based on degree of change
– Cross-sell/up-sell products to existing customers
– Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
– Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customer’s needs
– Perform risk analysis and field underwriting
– Client/Claims liaison
– Refer unresolved customer grievances or complex customer interactions to senior team member
– Implement/adhere to company and Agency guidelines
– General customer service duties as presented
– Performs other duties as assigned
Core competencies
Business Results: Able to meet individual performance metrics and goals Multi-tasking: Able to successfully juggle multiple priorities at any given time Attention to Detail: Maintain accurate and descriptive accounts of all customer interactions
Communication: Possess outstanding written and verbal communication skills Job Knowledge: Understand basic product, billing, underwriting, and processing guidelines
Teamwork: Accept feedback when offered and work well with others
Problem solving: Able to research and identify timely solutions to customer-related problems
Physical environment
Required job duties are normally performed in a climate-controlled office environment.
Preferred skills and abilities
Four-year college degree highly preferred. High school diploma or equivalent required.
Previous customer service experience highly preferred. Ideal candidate will have basic
PC skills, basic math skills, strong analytical capability, conflict resolution skills, the
ability to multi-task, and strong verbal and written communication skills.
Note: This position may require having the flexibility to work nonstandard
hours/shifts and having the ability to adhere to a structured schedule. Some
travel is required.
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[ac_section title=”Account Executive”]
Once the Customer Service Representative has successfully established themself as a leader in the department, they may be promoted to a senior position called an Account Executive. Account Executives are proven leaders who manage the business results of a specific business unit within the Agency and are responsible for replacing the daily functions of an Agent. Tenure, experience, and ability to consistently exceed job expectations are all indicators of a CSR who is ready for an Account Executive position in the Agency.
Core job duties include (but are not limited to):
– Must be licensed
– Determine customer requirements and expectations in order to help the customer identify specific products and solutions
– Solicit, sell, and negotiate new business policies
– Review renewal business and conduct appropriate follow up based on degree of change
– Cross-sell/up-sell products to existing customers
– Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
– Conduct annual reviews with customers
– Perform risk analysis and field underwriting
– Monitor claims activity for profitability purposes
– Determine new business marketing focus based on research and analysis of competitive areas in local market
– Manage and train new Agency Producers (APs), including reviewing all new business paperwork submitted by APs
– Manage daily activities of other team members, including prioritizing items for Customer Service Representatives
– Diffuse difficult and complex customer interactions
– Monitor sales results for business unit and implement correction action if goals are not met
Core competencies
Business Results: Able to meet team performance metrics and goals.
Communication: Possess outstanding written and verbal communication skills
Job Knowledge: Understand complex product, billing, underwriting, and processing guidelines
Teamwork: Develop constructive and cooperative working relationships with internal team members
Leadership: Professional who can own the results of their unit and motivate team members to optimal performance
Integrity: Able to understand and make decisions based on what’s best for Agency’s profitability and growth
Physical environment
Required job duties are normally performed in a climate-controlled office environment.
Preferred skills and abilities
Four-year college degree highly preferred and high school diploma or equivalent required. Previous customer service experience required. Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multi-task, and strong verbal and written communication skills.
Note: This position may require having the flexibility to work nonstandard
hours/shifts and having the ability to adhere to a structured schedule. Some
travel is required.
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[ac_section title=”Agency Producer”]
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 include (but are not limited to)
– Must be licensed
– Solicits and writes new business for his/her specialist department
– Coordinates with the Agent and/or operations manager 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
– Develops Agency relationship with existing clients
– Meets the production requirements and goals assigned by the Agent or Agency manager
– 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
Team Work: Accepts feedback when offered and works well with others
Physical environment
Required job duties are normally performed in a climate-controlled office environment.
Preferred Skills and Abilities
Four-year college degree required. 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.
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