Job Details
The Role:
The Marketing Representative will be responsible for a designated territory and managing all aspects of the independent insurance agent/broker relationship by providing best in class service with an emphasis on meeting or exceeding state, territory and account level business plans.
Territory Financial Results
- Meet or exceed expected revenue and profitability goals in assigned territory.
- Use planning software to determine plan vs. actual revenue and profitability.
Agent quality
- Work with agents ensuring they have acceptable loss ratios and claim frequencies.
- Manage agent NSF and delinquent accounts.
- Manage audit results.
- Manage quality assurance and discount management from agents.
- Rehabilitate agents and increase user acceptance.
- Grow and graduate agents to the next tier.
- Measure, communicate and promote all incentives and promotions.
- Manage out agents not meeting performance expectations.
Product Territory and system knowledge
- Demonstrate a complete understanding of Bluefire Insurance products and systems.
- Fully understand Bluefire Insurance s products strengths and weaknesses to help in overcoming objections.
- Add value to Bluefire Insurance systems and products with new ideas and by bringing awareness to what competitors provide.
- Demonstrate market awareness by knowing key competitors, their products, their strengths, weaknesses and regulatory issues that may impact production.
New appointments
- Continuously source and recommend for appointment. Aggressively appoint potential silver and gold agents who will add to the overall growth and profitability of Bluefire Insurance.
- Concentrate on getting new agents production ramping upward as quickly as possible.
Planning Software
- Accurately record calls, visits and other activity.
- Consistently log in to use reports helping route visits and increase production out of the designated territory.
- Maintain current critical agency data as required, validating and updating at least quarterly.
- Maintain acceptable levels of agency contacts as compared to with peers understanding that seasonality and system issues impact all reps and all states equally.
What it takes:
- Outgoing personality with excellent interpersonal skills
- Demonstrated ability to bond with agents
- Demonstrated ability to overcome objections
- The ability to successfully train on products and systems
- Proficiency with Microsoft Office Suite with specific knowledge of Excel, Word and Outlook
- Ability to maintain the highest level of discretion, diplomacy and confidentiality
- The ability to travel without aid within the designated territory