Agency Representative

Description:

Job Description: Our Agency Representatives are business to business salespeople focused on generating new business opportunities by sharing the Apogee story and our insurance products with independent retail agent customers. A successful teammate develops and nurtures business relationships over a variety of mediums, including: video conferencing, outbound telephone calls, and in-person visits. This sales and marketing position demands a self-driven, competitive team player with the urgency, organization and time-management skills to produce results.

Generate New Business Opportunities from independent retail insurances agencies by outbound sales activity

Share the Apogee Story with independent retail agents, including our service promises, our specialization, speed, accessibility, and value-added service.

Utilize sales skills to demonstrate the features and benefits of all Apogee products and services

Ask probing questions to uncover customer pain and obstacles in regards to professional and management liability. Convert these entry-points to new business applications (asking where Apogee can fit that need)

Follow up on previously discussed prospects to convert to new business opportunities

Follow up on lost opportunities from prior years and convert leads to formal activity

Drive submission and premium production to meet minimum sales activity goals – combination of submission flow, customer virtual visits, and premium/binder production

Become well-versed in current industry-related events and market changes to drive relatable opportunities

Develop Customer Relationships:

Work to know assigned territory and customers, building trusting relationships and Apogee believers

Grow the Apogee brand by prospecting for new customer potential in assigned territory; identify cluster groups, agency networks, or any other customer groups and work in conjunction with other team members to formulate a plan of action

Be a customer advocate during the insurance application/underwriting and quoting process

Monitor production of customers to achieve goals.

Schedule joint video conferencing customer appointments with carrier partners and in-house product experts/leadership quarterly.

Communicate regularly with in-house account managers to enhance knowledge about submission activity and partner with in-house team to enhance the quoting process to meet the needs of the individual customer.

Attend and engage in territory customer networking/industry events (to identify new customer prospects and convert current customer prospects to customers)

Utilize sales software (ACT), account management software (AIM) and MS Office to manage customer relationships and update customer profiles.