Summary

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

Core job duties include, but are not limited to:

• Must be licensed, or become licensed in the 90 day probationary period, in Personal, Commercial, as well as Life, Accident and Health insurance
• Solicits and writes new business
• Coordinates with the agent 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
• Meets the production requirements and goals assigned by the agent
• 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 Teamwork: Accepts feedback when offered and works well with others

Preferred Skills and Abilities

• Previous sales 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.

Benefits (after 90 day probationary period):

• $200/month paid stipend for health coverage
• PTO (6 personal days a year)
• Roth IRA

Benefits (after 1 year period):

• Paid 1 week vacation, in addition to PTO

Benefits (after 2 year period):

• Paid 2 weeks vacation, in addition to PTO

Note: This position may require having the flexibility to work non-standard hours/shifts and having the ability to adhere to a structured schedule.