Job Summary
Under the immediate direction of the AccessPlus Team Lead, the Sales Representative is responsible for the distribution of quotes and bind requests to other AccessPlus team members, and also the quoting and writing of new business accounts on behalf of member agents. This position works closely with our member agents (agency principals, account managers and producers) and insurance carriers to streamline the delivery of information regarding new business opportunities and the new business process. This position requires a high level of prioritization and organizational skills as well as exceptional interpersonal skills.
When you join us, you can expect:
- Health Insurance: Medical, Dental, Vision, Life and Long-Term Disability Insurance added at no cost to you
- Paid Time Off
- Performance based end-of-year bonuses
- Gym/Fitness Facility with employee keycard access
- College Loan Repayment Program
- College Tuition and other costs reimbursement program
- Team building activities
Primary Responsibilities:
- Manage Sales Force submissions and distribute quotes.
- Review new business applications for completeness and contact agents for missing information.
- Finalize quotes and issue policies through carrier websites.
- Mentor new agents on applications and insurance products.
- Achieve annual submission goals and meet time standards.
- Guide new agents through mentorship programs.
- Conduct quality assurance audits on bind confirmations.
- Assist in planning and implementing training initiatives for member agents.
- Coordinate meetings for member agents and create marketing materials.
- Communicate effectively with customers and collaborate with stakeholders to achieve common objectives.
Additional Skills and Attributes:
- Highly organized and efficient.
- Polished and professional appearance.
- Excellent verbal and written communication skills and the ability to interact professionally with a diverse group – executives, managers, and subject matter experts.
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
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, competitive compensation, and more, then you’ve come to the right place! Working with an independent agency is a great career choice.
Independent insurance agents protect our customers by providing home, auto, business, life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.
The demand for insurance professionals is growing every day! Is this career right for you?
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