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Job Description
Candidates will be engaged in 24 month training and development program that will prepare the participant to become a superior insurance professional. The focus of the training program will be to increase new submissions, quotes, binders and premium over the phone.
Essential Job Functions:
This role consists of increasing new business submissions, quotes and premium by performing the following duties: Conduct 50 of outbound calls a day to appointed retail agents to drive new opportunities in, convert leads into submissions and turn quotes into bind orders. Weekly reporting of sales calls and results is expected Educate customers on quoting platforms and services Contribute to other outbound marketing efforts including social media, webinars and email blasts as necessary Drive daily submissions goals and relay information to marketing team to maximize opportunities Review web and phone quoting activity to spot trends positive and negative and address trends with customers and team Establish an active relationship with Regional Sales Manager and regularly discuss strategy and tactics including training, sales issues and follow up Pursue continuing education and insurance designations/licenses as outlined in the training and development plan. This will require self-study
Travel:
This is not a work from home position. Candidates are expected to work in the office. 80% of time is spent on the phone with customers. The job may require overnight travel, in addition to annual training conferences in Pennsylvania. Participants may travel locally to meet with prospects and clients and to attend networking events. They will be encouraged to participate in associations and conferences to further their network and understanding of the industry.
Requirements:
College degree OR equivalent business experience preferred but not required Candidates will be expected to pursue continuing education and insurance designations/licenses as outlined in the training and development plan. This will require self-study. Strong communication and organizational skills, networking and relationship ability and ability to work independently in a fast-paced environment Remain flexible under the pressure of a heavy workload and critical deadlines Open to coaching and continuous improvement