Job Summary:
The Agency Recruiter is responsible for growing the existing network of Independent Strategic Members (ISM) in their assigned region by working with existing Member agencies as well as recruiting and appointing new Members. Under the general direction of the Regional Vice President, the Agency Recruiter will be responsible for prospecting for and signing new independent agencies within our assigned territory. The Agency Recruiter will develop a territory plan and then execute it in order to meet/exceed their quarterly/annual goals. This is a hybrid position with a minimum of 2 days in the office.
Essential Duties and Responsibilities:
1. Develop and maintain a comprehensive working knowledge of the CAA Independent Satellite Member (ISM) Recruitment program.
2. Work in concert with SIAA and or CoVerica Marketing Department relative to identifying and recruiting ISM’s.
3. Participate in company and agency functions to network for company appointments and ISM prospect leads.
4. Develop, review and analyze information on ISM prospects in order to establish suitability for Membership in the network.
5. Negotiate and execute Independent Strategic Member Agreement as provided by CAA.
6. Meet with company marketing reps to secure ISM appointments and/or sub-codes.
7. Review company experience reports to assure quality business is being written by the ISM’s.
8. Participate in meetings on topical network subjects in conjunction with home office.
9. Coordinate and conduct regular visitation with ISMs to review opportunities and Member Services including utilization of SIAA Income Calculator.
10. Negotiate and monitor book transfers for ISMs.
11. Act as a liaison between ISMs, CAA and Companies.
12. Institute and monitor ISM rehabilitation program if necessary in conjunction with ADFS
13. Actively support and serves as a role model for company mission and core values.
14. Help formulate and uphold policies and procedures needed for company-wide effectiveness, profitability, and
compliance with state and federal law.
15. Maintain an accurate CRM with the proper staging of opportunities, deal notes, and close dates, follow up within
specified timeframes on all opportunities
16. Document all activities and visits by tracking and/or using set regard in CRM.
17. If needed, delegate a task to a co-worker by way of CRM or Outlook.
18. Other duties as directed.
Additional Skills and Attributes:
1. Attend insurance company meetings. Review company materials and products and distribute information to ISMs and staff as needed
2. Proactively communicate and collaborate with external and internal customers to assess and meet information needs
3. Successfully engage in multiple initiatives simultaneously
4. Responsible for working collaboratively with others (internally and externally) to achieve common objectives, goals and results
5. Attend weekly Team Meetings
6. Conduct public presentations and communications
7. Working knowledge of Microsoft Office products
8. Other duties as directed by executive management
Additional Competencies and Attributes:
1. Business development/sales: Able to establish relationships with ISMs and prospects and build the
business case for expansion; help provide ISM solutions.
2. Interpersonal: Able to be a leader who effectively delegates when appropriate in order to achieve goals.
3. Time Management: Able to direct and allocate resources toward achieving specific goals, and make
adjustments as needed
4. Organizational: Able to work effectively under continual time deadlines, and the ability to multi task, and
change direction when necessary
5. Business Planning: Ability to formulate and execute a business plan for their respective territory
6. Self-Development: ability to self-evaluate and take self-improvement course to strengthen management and
selling skills.
Essential Behavior Requirements
These behaviors are based on CAA’s cultures and values critical to support the mission of the organization.
Agency Interaction

• Respect all people, value the differences, and deal with them in the way we want to be dealt with
• Go the extra mile to give members knowledgeable advice and service to maximize their benefit and create value
• Deal with our members keeping an eye on profitability for them and for ourselves
• Treat our members like partners

Business Practices

• Tirelessly pursue new growth opportunities for our members, our companies, and ourselves
• Focus on commitments and profitability with all companies and members
• Research and utilize technology to enhance all that we do
• Innovate, create, and foster the entrepreneurial spirit
• Select business relationships carefully

Culture

• Create value for our agencies and we create value for ourselves
• Build long-term relationships based on honesty and integrity
• Learn from our experiences and seek improvement
• Use tenacity and persistency to win every time
• Strive for the best image and reputation
• Take ownership in all that we do