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To that end, each posting listed below is current, highlights the status of the interviewing process, reflects an accurate compensation range, and strives to portray the functions, objectives, challenges and opportunities associated with the position.

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Job #: 439
Title: Licensed Insurance Producer
Region: Southwest
Compensation: $70,000.00 Yearly
Description:

Location: Phoenix, AZ

Purpose of Position

Assist in planning, measuring and implementation of sales goals for the office. Licensed Sales Professionals are also responsible for assisting in management of specific processes as well as servicing existing customers.

Care, sell, quote close – provide education to customers and prospects as to possible solutions to customer needs.

                      

License Requirements

P&C licenses.

Life & Health (if not already licensed, must receive the license within 1st year of employment)

 

Minimum Performance Requirements

Will be determined by agency principal and staff and updated monthly. Monthly goal of 50 P&C items and 2 life applications issued with a minimum of 35 P&C items and 2 life applications issued monthly to receive quarterly variable bonus. To reach monthly goals, daily up to 150 outbound calls, resulting in 8 serious quotes and 2 or more closed/bind polices a day.

 

Essential Functions

 

  • Provide new business log to Agency Owner at end of each day
  • Enter all financial services follow-ups into eAgent (or other system) each day
  • Contact customers to obtain and verify appointments
  • Make agency principal aware of any situation that should be monitored concerning any customer.
  • Cross-sell existing customers
  • Comply with Carrier RMPs, T-doc and office procedures
  • Issue a minimum of 35 P&C items and 2 life applications per month
  • Handle service work as necessary
  • Actively train and improve sales and product knowledge skills
  • Assist in training other employees
  • Improve sales of all lines, retention, cross-sell ratio and customer satisfaction, and reduce loss ratio while doing service work
  • Participate in community events, as necessary
  • Market to realtors, mortgage brokers and apartment owners
  • Write all brokered business for the agency that accommodates existing customers
  • Handle additional duties as assigned or needed
  • Maintain a positive and self-motivated attitude

Apply Now