1. JOB SUMMARY:
Support sales goals of the agency or specialist department as communicated from the agent to meet long-term and sort-term goals for agency growth. This includes new business, cross-sell opportunities, customer service retention, and profit goals.
2. JOB TASKS AND RESPONSIBILITIES REGULARLY PERFORMED:
Cross-sells all products at every opportunity through pivoting.
Aids in preparing annual review appointments for the account executives in his/her specialist field.
Continually follow-up on X dates and set new prospect appointments.
Utilize the eCMS system on a continual basis to update policy and database information.
Coordinates thank you/welcome letters for new households on a continual basis.
Reviews cancellation and renewal lists on a weekly basis to ensure high level of retention and profitability. Makes calls and sends letters when appropriate on cancellations and renewal changes.
Sets up and maintains files on all new business accounts for their specialist field.
Always ask for referrals and thank customers for their business.
Share responsibilities of answering the phone.
Manage dashboard activities such as my alerts, marketing postcards/letters, and ACAR telephone follow-up.
Distribute to new prospects an Area of Concern worksheet prior to meeting with the agent.
3. SKILLS AND QUALITIES:
Customer Service Skills