Pay Range:
$18 - $23 / hour
Essential Job Functions
Ensuring the office team is assessing customer needs and advising customers on coverage options, providing clear quotations, explaining pricing, and explaining all required information to potential customers
Develops and maintains relationships with business partners around the community (e.
g.
, preferred insurance agents, loan processors, etc)
Schedules and performs outside marketing activities to generate company sales.
Prepares quotations on customer change requests to policies
Participates in the selection process for open team positions
Is responsible for training and ensuring that all Team Members adhere to standard operating procedures and that all policies are completed per established processes and at a high-quality level
Effectively teach and demonstrate the Acceptance G.
U.
E.
S.
T.
sales process
Supervise daily functions of Team Members and effectively recommend disciplinary action or training as circumstances may warrant
Receive and respond to all customer inquiries and complaints, request any missing or required information from customers and follow up for that information
Maintain strong, complete knowledge of all products offered in their market, product pricing and policy features
Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs
Direct Team Members in tasks relating to scheduling and coverage of the retail office
Direct the daily follow-up with customers on all open or unresolved issues including calling customers regarding upcoming payment, lapsed policy reinstatements and cancelled policies
Ensure all phone calls are answered in a prompt, professional, and courteous manner by all team members
Report any and all conditions affecting customer satisfaction
Ensures that store cleanliness/maintenance is maintained to company standards
Maintain appropriate office records including, but not limited to, all time worked, reporting of sales activities, and other reporting as required by District or Regional Manager or Corporate Office
Desired Qualifications
Excellent customer service and interpersonal skills needed for working with our customers
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations.
Ability to write reports and business correspondence.
Ability to effectively present information and respond to questions
Ability to solve practical problems and deal with situations where limited standardization exists
Ability to add, subtract, multiply and divide.
Ability to compute basic percentages
Ability to carry out detailed, but uninvolved, written or oral instructions
Skill and ability to use and operate a keyboard, computer, fax machine, scanner and copier.
Must have a valid driver’s license
Must be able to provide proof of automobile insurance
Must be able to secure a Personal and Casualty Lines insurance license within 60 days of hire date (Bonus offered for P&C licensed individuals as well as bilingual (English/Spanish) individuals
High School Diploma or equivalent
5 years related experience
1 year or more of experience supervising a sales team
Knowledge of Microsoft Word, Microsoft Excel and AS-400/Mocha is preferred
Language Skills
Ability to fluently speak, read and write English.
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations.
Ability to write reports and business correspondence.
Ability to effectively present information and respond to questions.
Acceptance Insurance
Sales Agent
Customer Service
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