Agent Trainee

Found in: Talent US C2 - 2 weeks ago


Perry, United States Marclef Agency Full time

Are you a jack of all trades? Looking for a great opportunity specifically designed to help you grow? We may have your answer. In this position, you will be responsible for effective management of existing customers along with development and acquisition of new customers. You will be counted on for strategic development and growth of profitable existing customer relationships with a focus on retaining and selling new and featured products to ensure continued growth. This will involve promoting and marketing company products, supported by approved marketing strategy, with the overall goal of profit growth.


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Hands on Training


Responsibilities
  • Meet new business production goals and objectives as established.
  • Solicits for new business via telephone, networking, and other lead sources
  • Develop insurance quotes, makes sales presentations, and closes sales.
  • Develop ongoing networking relationships with real estate agents, mortgage lenders, title companies, auto dealers, etc.
  • Process customer policy change requests
  • Secure all trailing documents from customers.
  • Immediately greet all customers, entering the office, in a friendly and helpful manner.
  • Take premium payments for customers.
  • Ask each customer for referrals and explain our referral program.
  • Treat each customer contact as a cross and up-sell opportunity including financial products.
  • Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
  • Call prospective customers by operating VOIP telephones, automatic dialing systems, and other internet technologies.

Requirement
  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Be a great self-starter with a sense of urgency.
  • Create relationships from a cold start.
  • Proficiency to multi-task, follow-thru and follow-up.
  • Excellent communication/interpersonal skills.
  • Confident, self-starter who works well independently.
  • Must have ability to multi-task.
  • A Property & Casualty license is preferred but will train the right individual.
  • Must be awesome at opening doors and getting appointments from a cold start.
  • Must be highly self-motivated.
  • Professional phone etiquette.
  • Career minded vision.
  • Excellent spelling and grammar skills.
  • Great customer service skills.
  • Problem-solving capabilities.
  • Works well with other employees and is a team player with a positive attitude.
  • Driven and goal-oriented individual.
  • Ability to tactfully handle stressful and difficult situations. Must possess or be willing to obtain Michigans property and casualty producer license.

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