New Appointment Consultant driving growth in Personal Insurance, collaborating with teams and enhancing agency relations. Managing onboarding processes and facilitating agency consultations with a customer-focused approach.
Responsibilities
As a member of the New Appointment Team, the incumbent will be responsible to collaborate with Division Sales Executives, Regional Sales Executives and Sales Executives on providing agency consultations that enhance the agency / company relationship.
The SPC will act as a liaison between various enterprise teams to deliver the desired outcomes.
The SPC will conduct research and ongoing sourcing activities to identify new appointments and analyze prospect agency characteristics.
The SPC builds and maintains ongoing lead lists of prospective agencies for each of their assigned territories.
The SPC coordinates the new agency onboarding process from the time of selection through completion.
The SPC serves as the facilitator on a variety of problem-solving items.
Requirements
A minimum of 3 years work experience preferably in a sales or customer service environment.
Bachelor’s Degree preferred, or equivalent combination of education, training and experience.
Ability to manage multiple, high detail, deadline sensitive goals with a team-focused attitude.
Excellent communication skills (both verbal and written).
Excellent relationship building skills.
Ability to adapt to a changing environment.
Customer service oriented and ability to analyze reports to provide findings.
Strong problem-solving skills and solution oriented.
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