This position will effectively meet set goals and build relationships with clients and prospective clients by being involved in the local business community, engaging in prospecting and business development activity and presenting employee benefits strategies to the market. The ideal target client of this position will be in the middle market segment which represents companies with 50 or more full-time employees. The ideal candidate will represent the firm’s reputation and conduct business in a professional manner in all dealings with clients and prospective clients.
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.
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 Group I license issued by the Texas Department of Insurance. Bachelors degree required or a combination of education and professional experience.
Must be deemed to effectively speak, read, write, and effectively comprehend English.
Bilingual skills are preferred (English/Spanish).
Must possess basic math skills. Ability to perform these basic operations using units of American money and weight measurement, and volume.
Licensing as required by Texas Department of Insurance or other regulatory bodies as needed.
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 (i.e.- “thinking outside of the box”). To think and act at all time in the best interest of the Firm, 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.