This position will effectively meet set new business and renewal business sales goals. Agents will work to effectively build solid relationships with clients. This position will identify and solicit prospects from various sources both self generated and additional prospecting avenues provided by the agency. This position will carry the agency’s reputation, ethical and professional manner of conducting business as the agent enters in to the dealings with clients. The new business minimum goal for all sales agents is $60,000 in new business commission and is required each calendar year. This goal must be met by targeting accounts with $2500 minimum commission, anything under will not be credited. Commission will not be paid on accounts less than the minimum commission standards set by the agency. New business commission is paid out per the agency guidelines for that individual year. All other department new business commission and all renewal as determined by the agency practices and standards and will be split with department sales agents or mentor if applicable.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
New Business Responsibilities
Must follow all agency workflows, guidelines, and procedures including, but not limited to the contents of the Associate Handbook. Must immediately report all malfunctions of EPIC software and any other hardware, software, system or equipment to the appropriate individual.
This job has no supervisory responsibilities.
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
EDUCATION, EXPERIENCE and/or LICENSING
Texas Property and Casualty Agent License issued by the Texas Department of Insurance. CIC designated candidate preferred. Bachelor’s Degree preferred or a combination of education and successful sales experience.
Must be deemed to effectively speak, read, write, and effectively comprehend English. Must be able to successfully present insurance solutions to clients with ease. Bilingual skills are required/preferred (English/Spanish).
Must posses basic math skills. Ability to perform these basic operations using units of American money and weight measurement, and volume. Ability to calculate premiums based on exposures and rates.
Texas License required in good standing with the state requiring all CE to maintain license.
Conduct business in a professional manner at all times both inside and outside of the office. Teamwork environment.
Ability to apply common sense understanding to carry out detailed written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. Ability to anticipate and resolve future problems before they occur. Ability to solicit assistance when necessary. Ability to problem solve beyond conventional solutions (think outside of the box). To think and act at all time in the best interest of the Agency, Customer, and Carrier.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit and use hands to operate computer keyboard and telephone. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move up to 50 pounds.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position works in a typical office environment. The noise level in the work environment is usually moderate.