Searching for a high energy sales professional that is customer focused and is driven to make sales and build relationships. Growing accounts and adding premium are the main job objectives. Each customer contact is a potential to make a sale and/or make another connection that will lead to sales.
•Daily use of agency's client management system to ensure all client and carrier needs are meet.
•Beginning of Day
•Last Day to Pay Calls
•New Member Calls
•Processing customer request.
•Sales all lines of personal P&C products
•Staying on task. Keeping activity levels high. Making that extra call.
•Coordinates with management to provide assistance in determining proper coverage
•Product expert - Coverages, UW guidelines, OYS Rewards, etc
•Maintains knowledge of new products
•Actively solicits X-dates and Referrals
• from current clients and potential clients
•Develops meaningful and lasting relationships with current clients
•Meets goal requirements assigned by agent/owner
•Maintains weekly tracker sheet
•Maintain current and accurate Lotus Notes calendar
•Set life or financial appointments for life specialist and/or agent principal.
Monday to Friday 830 am to 530 pm are the posted "open" hours for our agency, However, often times sales are made early, late
and/or over the weekend. The account manager willing to work during the off hours will be rewarded with sales.
•Prior insurance experience is NOT a requirement, but is a plus.
•We are willing and able to train the right candidate.
•The right candidate must have the following: Positive Attitude, High Energy Level, Great People Skills, Great Phone Skills,
Strong Work Ethic, Willingness to Make Changes, and High Drive For Success.
• A South Carolina Producers License is required. The candidate will be repsonsible for securing this license within 2 weeks of the hire date.
1) Insurance - Most other agencies stress low limits and use some cartoon character to make you laugh. Our team understands that we are protecting our client's assets, dreams and quality of life. Failing to do so properly can lead to financial ruin for our clients...this is unacceptable to us!
2) Relationships -“ We want our policyholders to become clients and our clients to become our friends.