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Field Service Agent

2 months ago

Hamilton, Missouri, United States Ministry Sure Full time
Job Overview

We are looking for a motivated sales professional to become a part of our dynamic agency. The field service representative will be actively engaged in the field, traveling to various clients and gathering updated information to enhance customer interaction and service quality. The ideal candidate will possess a professional demeanor, be outgoing, goal-driven, and self-motivated. Comprehensive training will be provided to ensure success in this role.

Training Program Overview

Initial 3 Months:

  • Meet the team.
  • Familiarize yourself with our account management system, Applied Epic.
  • Receive training on our primary carrier portals.
  • Learn about additional tools utilized for servicing our accounts.

4-6 Months:

  • Become established with the office team.
  • Engage in hands-on training with our producer team focusing on sales techniques with clients and prospects.
  • Begin fieldwork with assigned clients, performing service tasks throughout the week.
  • Participate in weekly progress meetings regarding client interactions.

1-Year Milestone:

  • Achieve a solid rapport with the team, clients, and carriers.
  • Gain advanced knowledge in insurance sales and service.
  • Enhance skills and confidence in field operations.
  • Potentially start training for a Producer role.

Benefits

Annual base salary commensurate with experience.

Hands-on training provided.

Monday to Friday work schedule.

Opportunities for career advancement.

Evenings off.

Retirement plan included.


Key Responsibilities

The role includes:

  • Photographing client properties.
  • Creating diagrams of property layouts.
  • Developing cost guides.
  • Assessing the condition of properties, including roofs, plumbing, electrical systems, safety protocols, and grounds.
  • Building strong relationships with clients, producers, account managers, support staff, and insurance underwriters.
  • Understanding the functions of all roles within the agency.
  • Assisting with claims handling.
  • Performing database maintenance tasks.

Qualifications
  • A genuine willingness to learn, be resourceful, and receptive to coaching.
  • Reliable transportation and a clean driving record.
  • A positive, enthusiastic attitude.
  • Ability to work independently with a sense of urgency.
  • Proficiency in establishing relationships from scratch.
  • Excellent communication and interpersonal skills.
  • Capability to manage multiple tasks effectively.
  • A Property & Casualty license is preferred, but training is available for the right candidate.
  • Previous sales experience is advantageous.
  • Strong ability to initiate contact and secure appointments.
  • A driven and goal-oriented mindset.