David Franck Insurance Agency

The Agent Apprentice/Protege is responsible for supporting the agency by coordinating and generating sales activities, managing customer relationships, and ensuring the smooth execution of the sales process. This role involves assisting with lead generation, tracking sales metrics, handling administrative tasks, and providing exceptional customer service. The Agent Apprentice plays a key role in helping the agency achieve their targets.

• Assist the agency in generating leads through various methods, including research, referrals, and marketing campaigns.
• Schedule and coordinate appointments and meetings for the sales team with prospective clients.
• Prepare and distribute sales materials, presentations, and proposals.
• Track and monitor sales metrics, including leads, conversion rates, and sales performance.

• Serve as the primary point of contact for clients, addressing their inquiries and concerns promptly.
• Maintain and update client records in the CRM system, ensuring accuracy and completeness.
• Follow up with clients post-meeting to gather feedback and address any additional needs.
• Assist clients with policy changes, renewals, and claims processing.

• Prepare and submit insurance applications and policy renewals.
• Ensure all sales documentation is complete, accurate, and submitted in a timely manner.
• Manage the sales calendar, coordinating team schedules and client appointments.
• Generate and distribute sales reports and performance metrics to the sales team and management.

• Support marketing initiatives to generate new leads and promote the companys insurance products.
• Assist with organizing and coordinating sales events, webinars, and community outreach activities.
• Utilize digital marketing tools and social media to enhance the agencys visibility and engagement.

• Ensure all sales activities comply with state and federal regulations and company policies.
• Maintain the highest level of ethical standards and integrity in all business dealings.

• Work collaboratively with other team members and departments to ensure seamless client service.
• Participate in team meetings and training sessions to enhance knowledge and skills.
• Provide administrative and logistical support to the sales team as needed.

• High school diploma or equivalent; a bachelors degree in Business, Marketing, or a related field is preferred.
• Previous experience in sales, customer service, or the insurance industry is advantageous.
• Must hold or be willing to obtain relevant state insurance licenses (Property Casualty, Life Health).
• Excellent organizational, communication, and interpersonal skills. Strong attention to detail and ability to multitask. Proficiency in using CRM software and digital marketing tools.
• Self-motivated, proactive, and able to work independently. Ability to build and maintain relationships with clients and team members. High level of integrity and professionalism.