General Purpose
Under the direction of the Director of Sales this position is responsible for the operation and management of assigned insurance sales territory. The individual must have an entrepreneurial attitude be results-driven and be able to work independently without intense management oversight. Core responsibility is to achieve new business sales goals for all insurance lines as defined by management. Core insurance lines are workers compensation health insurance farm packages and agribusiness commercial package policies. Develop strategies for acquisition and retention of business. Keep abreast of market conditions and make recommendations to address market needs. Become an active and involved community leader. Is responsible for all interactions involving ASAs new business activities in the assigned territory. Work with assigned Account Executive and Account Manager to drive excellent services and sales results through a team-selling approach.
Job Duties and Responsibilities
Achieve new business sales goals set by management within assigned territory for Property and Casualty product lines including Workers Compensation as well as health insurance & other benefits lines
Meet with cooperative members and other prospects to evaluate insurance needs and describe insurance offerings through farm and on-site visits. Gather all pertinent information and forms required for insurance submissions and work collaboratively with staff to ensure timely submissions to partner insurance carriers
Solicit services and enhance relationships with key accounts and members via regular calls and visits provide management with regular updates on progress and key developments
Collaborate with sales leaders in development of sales and marketing strategy for assigned region
Assure that communications to customer community written and verbal are consistent with policy and state and federal regulations
Problem-solve and attend training to supplement and increase sales and improve professional skills
Follow corporate procedures and through use of corporate-defined technology maintain accurate records of all customer communication and metrics
Consistently demonstrate high standards of integrity by supporting the agency and cooperative mission and values
Maintain high regard for member privacy in accordance with the corporate privacy policies and procedures
Maintain knowledge of all relevant legislative and regulatory mandates and ensure that all activities follow these requirements
The requirements herein are intended to describe the general nature and level of work performed by employee but is not a complete list of responsibilities duties and skills required.
Other duties may be assigned as required.