Agency Services
2 weeks ago
Supports the Sales, Marketing, and Product Management needs of the company as liaison with independent agency network, while maintaining accurate and timely agency records and supporting administrative needs of the Vice President of Sales, Marketing, and Product Management, Director of Sales and Regional Sales Managers.
Position: Full Time, Salaried opportunity with benefits Plan
Location: Richmond, VA (West Creek Campus Office)
Schedule: Monday - Friday 8 am-4:30 pm, schedule supports a 37.5 hr work week
PRIMARY DUTIES
Information Management
- Track agency appointments
- Track and maintain active appointed agencies and active agency locations
- Generate timely and accurate agency count reports
- Maintain agent files and update active ones as required
- Track and create agency termination reports
- Maintain agent database and ensure system accuracy
- Provide books of business as needed
- Maintain agent commission schedules in various databases and formats
- Assist in annual commission budgeting process.
- Maintain monthly sales expense budget data. Calculate and submit monthly expense budget variance reports.
- Keep an updated list of appointed producers and agencies in every state in which Countryway does business and ensure compliance with State Insurance Departments.
- Manage a calendar of agency communications needed on monthly basis.
- Process Country Post and other marketing & sales communication.
- Monitor Customer Connection Emails related to the sales function
- Assist with management and posting of content on social media channels
- Assist with regular development of content and information to be posted on Countryway websites for both agents and policyholders. Act as liaison with IS to facilitate and schedule information posting.
- Regularly monitor website for outdated information, nominate content for removal/updating, and create new content for both agents and policyholders.
- Prepare monthly newsletter to keep Countryway products, services, and general information at forefront of agents' minds.
- Act as liaison for the Sales & Marketing department with internal and external clients.
- Provide Loss Run information upon written request signed by the insured.
- Receive invoice and/or check requests, obtain approval, code properly and send to the accounting department.
- Manage the coordination of agency meetings and events including facilities, contracts, attendees, audio visual needs, content slide formatting and feedback coordination.
- Assist the Actuarial Department with revision notice distribution.
- Provide backup support with the monthly agent commission process and assist with agent questions, research, etc.
- Receive and process commission EFT authorization forms and forward the information to the Accounting department.
- Provide outstanding customer service and answer questions as needed.
- Register agencies with Team-Up Download when requested, provide support in troubleshooting issues agent may incur and confer with vendor when needed.
- Ensure all agents can navigate through CWY websites using available tools and providing support so they understand the various reports available via the portal.
- Assist agents with finding solutions for point-of-sale rating and underwriting questions.
- Ensure E&O statements are received
- Provide administrative support for the Vice President of Sales, Marketing, and Product Management, Director of Sales and Regional Sales Managers includingbut not limited to: bonus calculations, presentation preparation, Pacesetter program, maintenance of active agent email lists, agency meeting preparation.
- Participate in agency reviews and assist Director of Sales with agency review materials by gathering premium and loss data and preparation of other reports
- Record minutes of agency review and other pertinent sales/marketing meetings - track and follow-up on action items from meetings with appropriate individuals.
- Provide informational spreadsheets on various data used to provide analysis
- Manage agency contests and incentives including individual agency commission/override incentives. Track, compile, and report on results of incentive programs.
- Purchase incentive rewards and arrange for distribution in accordance with incentive outcomes.
- Track RSM agency visitation and provide reports to Sales Director and VP of Marketing, Sales, and Product Management
- Compliance related research - Reach out to industry associations and insurance departments when needed to research compliance/regulatory issues.
- Prepare monthly agency financials for top 30 volume agents and any newly appointed agents. Prepare quarterly agency financials non top 30 agents for Sales Director and RSM's.
- Manage set up and distribution of business leads given to agents
- Assist with Marketing brochure management - supplies to RSM
- Manage information regarding farm business we've been writing and communicate to agents.
- Act as Department proxy representative for designated meetings as needed. Communicate outcomes to proper sales/marketing personnel.
- Develop opportunity reports and listings for agents' books of business. Manage account rounding and resolicit data and opportunities for RSMs and track results
- Manage policyholder disruption lists with actuarial to assist RSMs in retaining accounts when rate increases are taken in each state and line of business.
- Manage and maintain a competitor product and rate intelligence list that helps us sell effectively against the competition.
- Maintain an "agency dossier" for each agency that includes key personnel, competitors, last agency review data/outcomes and other information.
- Assist with Board of Directors presentation preparation as needed.
- Assist with/administer agency appreciation and recognition events.
- Assist RSMs in mailing/emailing and contacting prospect agencies to help cultivate new agency appointments in target territories. Manage timeframes of getting new appointments completed.
- Prepare and maintain prospect agent kits and new agent launch kits.
- Obtain appointment packet, request background check report, process new agency appointment steps and appoint through online site.
- Assist RSM's in working with prospect agencies to secure all necessary information needed to complete an appointment.
- Follow-up with newly appointed agents for first 60 days (per schedule) for new business production opportunities, training opportunities and to answer questions.
- Telephonically act as sales/marketing liaison on a regular basis to a select group of agents (as assigned) to encourage new business production. Ensure these agencies are up-to-date on important Countryway information and systemsusage. Monitor and report out monthly on quotes and new business activity. Record notes for each sales-based call.
- Travel to NY agents as needed to assist with training.
- Set up and conduct agency training webinars as needed to promote sales.
- Be proficient in Countryway Auto, Home, and Farm rating systems to train, guide agents and answer questions.
- As needed, work with Director of Sales and RSM's to rate new business opportunities to maximize turnaround time and help improve sales closing ratio.
- Occasional local travel with Director of Sales, VP of Sales/Marketing and RSM's to build knowledge/skill set.
- Bachelor's degree or equivalent experience
- Minimum 2 years' experience in P & C Insurance in a position involving interaction with agents and/or policyholders
- Excellent oral and written communication and interpersonal skills, as position requires communication with all internal levels and many external contacts.
- Ability to work under pressure and meet deadlines
- Ability to handle all information with discretion and integrity
- Ability to set own priorities, assume responsibility without direct supervision, exercise initiative and judgment and make decisions within the scope of assigned authority.
- Ability to use diplomacy, problem solving skills and exercise judgment in handling a variety of situations encountered when dealing within the organization and with outside contacts.
- Proficient in MS Office skills
- Be familiar with Countryway array of products in each state.
- Insurance education
Virginia Farm Bureau Companies provide equal employment opportunity in all aspects of employment without regard to race, color, national origin, religion, gender, pregnancy, age, disability, orientation or veteran status.
VAFB supports compliance with COVID-19 protocols.
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