The Cross Family of Agencies welcomes you. We need your talent and expertise. Position:NewBusinessMarketingRepresentative
ReportsTo:MARKETINGMANAGER
OVERVIEW
Theprimaryfunctionofthispositionistoworkautonomouslyorincollaborationwiththenewbusinessteamtoreceive,underwrite,quote,propose,createandprovide
applications/forms,andissuenewbusinessaccountsinaccordancewithagencyprocedures.
DUTIES/ACTIVITIES
• WorkinconjunctionwiththeteamtomeetgoalssetforthbytheMarketingManager.
• Processsubmissionofapplicationsfornewbusinessaccount.
• Maintainclientactivityintheagencyautomationsystem.
• Remaincurrentoncoverage,formsandratestoeffectivelyaddresscustomer'sinsuranceneeds.
• AssistDenisewithSocialMedia
• Assumeotherjobresponsibilitiesasassigned.
Serve as lead problem solver for the new business team.
Cooperate with management to refine new business procedures optimizing the efficiency of the sales process.
Assess NB workflow to continuously implement changes necessary for efficiencies within compliance regulations.
Initiate leadership meetings that include Team Leader/Private Client (Angie), and PL Marketing Manager (Eli). The purpose of these meetings will be to develop efficient business practices addressing workflows, procedures and technology issues, and redistribute workloads as necessary.
Be the go-to person for NB teammates in the absence of NB team's Manager (Eli)
Weekly confirmation that all pending NB is added to the NB spreadsheet.
NATUREANDSCOPE
ThispositioniscriticaltothesuccessofourPersonalLinesNewBusinessUnit.Theprospect'sperceptionoftheMarketingRepresentative'sservice,responsiveness,knowledge,demeanorand
overallwillingnesstoaddresstheirneedsplaysakeyroleindeterminingiftheaccountisplacedwith AdvocateBrokerage/Cross Insurance or not.
PERFORMANCEDIMENSIONS
TheMarketingRepresentative'sperformancewillbeassessedbytheabilitytoeffectivelyperformtheir job functionswithintheestablishedstandardsaswellasthroughthesubjectiveevaluationofthe
MarketingManagerandCompanyandCustomerfeedback.
REQUIREDQUALIFICATONS
AgencyPersonalLinesexperience/Brokerage 3+ years
Excellent verbalandwritten communication skillsPropertyandCasualtyProducerslicense
AbilitytohandlemultipletaskssimultaneouslyinahighvolumeenvironmentSales/Productionoriented
Abilitytoworkwellwithothers
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