Player/coach who solicits new business and maintains current business levels to meet or exceed required revenue levels.
Supervises employees (as applicable) and operations of a single store unit.
Ensures execution of local community involvement and marketing efforts.
Duties and Responsibilities
With limited direction:
Displays a thorough and consistent pattern of understanding and demonstration of the Retail Value Proposition through the defined behaviors (Care, Choice, and Communication).
Lives our company values and delivers world-class service.
Increases new business by initiating contact with prospects through local store marketing efforts, community involvement, cold-calling (face-to-face and phone), quote calls, and walk-ins to build interest, match needs with products and services, and close the sale to meet the agreed upon production and active customer goals.
Expands business by proactively building relationships with existing customers (renewing policies, assisting them with alternatives in the event they have cancelled a policy, and selling new products) to meet the agreed upon production and active customer goals.
With an entrepreneurial spirit, leads employee(s) (as applicable) and operations of a single store unit as assigned.
This includes, but is not limited to:
Training and mentoring Agents.
Scheduling Agents during store operating hours.
Managing performance (production, behavior, phone service qualitative and quantitative metrics, adherence to company policies, and time and attendance).
Managing store operations (including, but not limited to, coverage during operating hours, signage, marketing materials, supply levels and equipment needed for store(s)).
Assuming ultimate responsibility for daily deposits and adherence to cash handling procedures.
Serving as first point of contact for security issues.
Operating within their budget.
Communicates key competitive information to the Market Leader in a timely manner.
Maintaining and submitting required reports in a timely manner.
Performing additional duties as necessary to grow revenue and to improve the profitability of the company.
Ensuring store level marketing efforts and goals are achieved (includes, but is not limited to, schedules appropriate staffing levels, ensures complete set-up, ensures delivery of marketing materials, and participates in the event).
Requires previous experience as an Agent (or equivalent) with a demonstrated ability to effectively manage a small number of Agents.
Demonstrates a thorough understanding of local marketing.
Possesses the appropriate state insurance license to sell our product offerings.
Being bilingual in English and a second language may be required for the area.
A 2- or 4-year college degree or equivalent is required.
Demonstrates well-developed computer skills (internet, email, word processing, spreadsheets, presentation software, hardware, keyboarding).
Demonstrates excellent oral and written communication skills.
Has the ability to read, analyze and interpret general business reports relating to production, revenue and expenses and draw valid conclusions.
Also has the ability to write reports, business correspondence, and procedures.
Possesses the ability to effectively present information and respond to questions from management, employees, clients, customers, and the general public.
Possesses advanced mathematical skills as it relates to the position.
Has an entrepreneurial spirit and takes pride and a feeling of ownership of the store(s) and the business as a whole.
Possesses strong time management and organizational skills; responds appropriately and timely to internal and external customers.
Leads and inspires direct reports to perform at the highest levels possible.
Is able to train and mentor others.
Ability to resolve service issues effectively.
Understands when to handle an issue and when to appropriately escalate.
Demonstrates the desired behaviors associated with Care, Choice, and Communication.
Has a h
igh energy level and is comfortable performing multifaceted projects in conjunction with day-to-day activities.
Has the ability to work independently, think creatively and exercise strong, sound judgment.
Demonstrates strong interpersonal and communication skills, both verbal and written --
Ability to get along with diverse personalities, tactful, flexible -- Strong orientation to customer service.
Ability to establish credibility with internal and external customers and be decisive, while being able to recognize and support the Company's preferences and priorities.
Demonstrates strong orientation to the team concept in operations.
Ability to process high volumes of work, while meeting deadlines.
New Agent Training (for awareness of what their new Agents are being taught so that they can properly support their new Agents).
Store Leader Training.
All required corporate training.
Any additional applicable product, technical skills, or development training.
Key Results Areas
Sales & Revenue Growth
Service & Execution
Continuous infusion of core values in all aspects of our business
New business production
Employee training and development
Will directly supervise Agents in a single store location (typically 0-3 Agents).
Will be expected to operate within assigned budget.
This is defined as a full-time (approximately 40-hour) position that will require additional hours worked.
Work schedules are posted on a monthly basis and individual schedules may vary to ensure coverage during store hours (Monday-Saturday).
Job Autonomy/ Accountability
Review of work activities is based primarily on periodic reports or if there happens to be a problem or exception.
Works to achieve near term (weekly, monthly, quarterly, semi-annually) goals within the level of authority granted to the position.
Ensures that the Agents are meeting minimum thresholds and are actively selling and managing performance (production, behavior, and attendance) accordingly.
Assists in the interview and selection process.
Holds accountability for all facets of store operations within the level of authority granted to the position.
Handles special projects as assigned.
Affirmative Insurance Holdings, Inc - 21 months ago