Foster agent relationships, expand agent base, and increase profitability through the development, enhancement, and implementation of strategic marketing workflows, policies, and practices.
Manage team of marketers assigned to their region to ensure continued development of new writing agents and corresponding production.
Emphasize development of marketer’s skills and abilities, working to accelerate both their personal and professional growth.
Work closely with all departments and upper management to create demand and recognition for the company and its products and services.
Directly responsible for achieving monthly growth in production of writing agents and enrollments from key insurance carriers.
Travel to various client and carrier offices, attend and present sales meetings, trade shows, and industry training seminars as needed.
Develop unique value propositions, business partnerships, and customer relationships.
Maintain productive relations with potential and established agents through frequent on-site visits, scheduled conference calls, and by providing excellent services.
Constantly search for ways to improve efficiency and effectiveness.
Provide detailed documentation of results from account visits to agent interaction, ensure issues are noted and addressed, and that management is aware of potential business opportunities.
Maintain thorough knowledge of carrier systems and workflow to ensure ability to address issues, provide training, and continue to strengthen the existing relationship.
Create and distribute materials (web tutorials, carrier documents, contracts, etc.) to agents to ensure company information is available.
Help, develop, and present messaging and presentation material for agents.
Learn, retain, and deliver product / industry information to agents.
Develop and administer sales and marketing techniques.
Appropriately track personal productivity and issues.
Accurately input information into CRM systems within required time frames.
Communicate effectively and professionally in person over the phone and in writing with agents, carriers and supervisors.
Perform other duties as assigned.
Requirements
Bachelor's Degree or equivalent professional experience preferred.
Previous insurance industry experience, knowledge of industry standards and practices, previous sales and/or client relations experience required.
Microsoft Office skills required.
Self-motivated
Persistency
Critical thinking
Demonstrated ability to plan and organize.
Flexibility to adapt to changing business operations.
Excellent customer service skills.
Excellent interpersonal skills.
Demonstrated oral and written communication skills.
Ability to represent the company in a professional and positive manner.
Ability to multi-task and operate in a fast-paced environment.
Ability to work independently and as part of a team.