Licensed Agent Lead

SUMMARY 

Responsible for providing a wide variety of support services to promote the company's product portfolio in a variety of ways including, but not limited to; electronic, telephonic and in person delivery methods.  This position will work with end consumers but also be responsible for prospecting and developing relationships to drive revenue at the firm level.  Will also be responsible for mentoring and training of existing and new licensed agent representatives.    

ESSENTIAL DUTIES AND RESPONSIBILITIES 

•    Sales: Promote company’s product portfolio and provide service assistance to consumers. Respond to customer inquiries through calls both inbound and outbound as well as leads generated via our websites. Deliver information to educate, inform, and provide solutions to existing and potential customers.

•    Sales Management: Planning, coordinating, and evaluating sales performance. Responsible for training new sales staff and implementing marketing and sales strategies that drive business revenues.

•    Account Management: Develop strong relationships with affiliate clients and end customers by being a main point of contact, addressing their needs, and concerns, handling complaints, and providing guidance. Upsell and cross-sell products and services, identify new opportunities.

•    Marketing: Coordinate and manage marketing activities through the company website, social media, consumer shows, etc. Spearhead and oversee the follow-up on leads for the entire sales team.

•    Special Projects: Work collaboratively with fellow staff to advance the values and mission the company by serving on relevant internal and external committees; Assists with special projects/assignments as requested by members of management.  

•    Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates. 

•    Performs other duties as assigned. 

QUALIFICATIONS 

EDUCATION / EXPERIENCE 

Education

High School Diploma   

Three (3) or more years Sales experience specifically related to Life and Health and/or Property Casualty Lines

Property and Casualty License 

Life and Health License 

SKILLS 

Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the marketer.

Knowledge of the general industry procedures, practices, and terminology.

Skill in working effectively with inbound and outbound callers/customers.

Skill in negotiating and problem-solving to resolve internal and external conflicts.

Skill in maintaining effective working relationships with all customers, employees and the general public.

Skill in project management.

Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred).

Ability to communicate effectively, both orally and in writing, in a constructive manner.

Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.

Ability to maintain all company policies, including all confidentiality and safety policies.

Ability to actively contribute to the team effort.

Ability to work independently, exercise independent judgment, and make and execute decisions.

Ability to be a self-starter, motivated, and accomplish goals and tasks within a given time frame.

Strong verbal and written proficiencies in the English language is required and bilingual (Spanish and English) is preferred.

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