Licensed Sales Professional
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.
P&C and Life & Disability licenses.
Minimum Performance Requirements
Will be determined by agency principal and staff, and updated monthly. Monthly goal of 40 P&C items and 2 life applications issued with a minimum of 30 P&C items and 2 life applications issued monthly to receive quarterly variable bonus.
Complete daily activity log each morning, deliver to agency principal
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 having suspicious or frequent claims
Write new business applications using checklist
Provide Agency Owner/Marketing Manager with a copy of each application done upon issuance, along with policy number and email address(es)
Cross-sell existing customers
Comply with Allstate RMPs, T-doc and office procedures
Issue a minimum of 30 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 (e.g., GeoVera, Hagerty, American Modern, Griffin, NE Agencies, NW Agencies)
Responsible for essential functions on Customer Care Professional job description