Purpose of Position:
Assist in planning, measuring and implementation of sales goals for the office. Sales producers 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.
2-20 P&C or 4-40 Customer Representative
Minimum Performance Requirements:
Will be determined by agent and staff and updated monthly or as necessary. Monthly goal of 30 P&C items and 2 life applications.
- Complete daily activity log each morning & put on agent’s desk within 30 minutes of arrival
- Do 15 minutes of Good Hands Certification each day
- Provide new business log to agency owner at end of each day
- Enter all Financial Services follow-ups into PDP each day
- Contact customers to obtain and verify appointments
- Make agent aware of any situation, which 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 RMP’s, T-doc and office procedures
- Issue a minimum of 30 P&C items per month and 2 life applications
- 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, customer satisfaction & reduce loss ratio
while doing service work
- Participate in Community Events, as necessary
- Marketing to Realtors, Mortgage Brokers and Apartment Owners
- Responsible for essential functions on Customer Service Representative description
- Handle additional duties as assigned or needed
MAINTAIN A POSITIVE AND SELF-MOTIVATED ATTITUDE
Salary will range from $8-$12 per hour plus Bonus or Commission based on performance, meeting sales goals. Total compensation approximate range: $500 to $1000.
Will train the right candidate.