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Analyzes agency activity within a set of assigned agencies and associated premium under management to understand trends and is responsible for the obtainment of premium and profit objectives for life insurance. Implements Life company, zone and territory initiatives independently or as part of a team.
Promotes overall company value proposition and drives results for Life Insurance. Utilizes consultative skills to train on products, services and technology to achieve objectives.
Utilizes technology (CRM, E-Mail, AGM, Scorecards, STAR, BIE, Lifenet and FP.com etc.) to manage assigned agency and portfolio data and performance.
Routinely records information about agency competitors, segmentation and contact activity, maintaining up-to-date data for use within sales and business analytics team.
As needed, collaborates with other functional areas (Service, Underwriting and Product), and field zone counterparts to support broa der company objectives.
As needed provides coaching and mentoring to new Inside Sales Representatives
Handle special assignments projects as assigned
Minimum five years of sales, marketing or insurance experience.
Proficient in required technology and software.
State insurance license preferred. Proficient in Microsoft Office.
Job Posting: 02/07/2020