Demonstrated knowledge of insurance concepts and principles and effective personal lines insurance prospecting and sales experience are preferred but not required.
January 07, 2023
Meet goals for volume of quality new business quoted and written within company guidelines.
March 15, 2023
Answer and respond to agent inquiries made via inbound phone calls, department emails or other communication channels within stated service levels for designated region.
March 15, 2023
Build trust by understanding the unique needs of small business owners, and offering the best insurance solutions to meet those needs.
March 21, 2023
Assist tracking insurance companies as it relates to their contracts, commission structure, premium placement, and program exclusivity.
March 29, 2023
Follow through and exceed current and prospective client expectations.
April 26, 2023
Initiate calls to clarify situations, address requests, confirm seminar scheduling or other reasons as appropriate.
April 29, 2023
Drive continuous improvement throughout the sales floor, raising opportunities for improvement to management.
May 07, 2023
Provide proactive coordinated follow up with Internal Regional Sales Representatives on sales activity and opportunities within the respective regions.
May 09, 2023
Develop strong relationships with clients through advising and offering all of the value added services available through Ansay.
May 17, 2023