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Functions as strategic assistant to Area Sales Manager within Territory Offices for Distribution. Assists in the development of Area strategies and charged with execution of key metrics within Territory initiatives, including new agent appointments, profitability, market development, agent productivity and succession planning.
Essential Job Functions
Agency Development - Responsible for facilitating all aspects of new agent appointment process, which may include forecasting, agent placement, onboarding, and agent success. Agent Accountability - Trend analysis and early detection of agent business results, including conducting initial investigations of potential contact violations, managing underwriting alerts, life early lapse indicator follow-up and target agents' Underwriting Quality Index performance. Agent Placement - The expert in Area for all things related to brand standards, including SMART office. Charged with working with District and Agent offices for updates on progress toward SMART office certification, manage the audit process, follow-up on urgent issues and work with ASM on agent new office location approval process. Area Analytics - Work with TFM and provide weekly key performance reports and trend analysis at agent and district level within an Area, including A-Clubs, Leaderboard, Agency Growth Model and District Growth Model. NPS - Through the ASM, manages follow-up on detractor comments and provides resolution to agent and customer as necessary. Also provide agents and DMs feedback on all promoter reviews. Budget - Manage budget within an area, including agency promotions and travel of all Area employees
High school diploma or equivalent required. Bachelor's degree preferred.
Insurance Sales/Marketing or comparable Financial industry experience.
Special Skill Requirement
Strong verbal/written communication skills.
Microsoft Office experience - Excel (pivot tables and v-lookups preferred).
Ability to drive new store agent success.
Ability to drive business results working with independent business owners.
Strong motivation skills.
Farmers is an equal opportunity employer, committed to the strength of a diverse workforce. ]]>
Job Posting: 06/25/2019