Agency Growth & Development Lead

Purpose

To identify and analyze the training needs of business customers, delivering a wide spectrum of training solutions and provide advice to enable customers to solve a problem or improve business.

Nature of Work

Key Accountabilities

• Facilitate the licensing appointment process for companies and-or individuals that require insurance licenses in the various states for the sale of products.


• Provide input for the development of training manuals, coverage brochures, and other related matters.


• Provide technical advice that enables a customer to solve a problem or improve business.


• Develop and maintain positive customer relationships by meeting regularly with customers when no specific initiative is underway.


• Anticipate customer needs, monitor trends to recommend changes.


• Resolve technical issues within function or unit.


• Analyze needs, develop and recommend alternatives for improvements to processes, customer service or products.


• Lead short-term (3 to 9 months), defined scope projects.

Performance Management and Accountabilities

• Demonstrate commitment to corporate values.


• Take accountability for participating in the performance management cycle.


• Take action to improve performance on the job.


• Assist and support co-workers.


• Take action to manage own personal development.

Skills

Functional Skills

• Knowledge of Product Line - Proficiency Level 2


• Knowledge of Sales Channels - Proficiency Level 2


• Understanding Customer Needs - Proficiency Level 2


• Portfolio Management (UWR) - Proficiency Level 2


• Customer Centricity - Proficiency Level 2

Cross Functional Skills

• Business Acumen - Proficiency Level 2


• Change Management - Proficiency Level 2


• Customer Service - Proficiency Level 2


• Effective Communication - Proficiency Level 2


• Problem Solving - Proficiency Level 3


• Relationship Management - Proficiency Level 2