Overview The Managing Sales Agent is primary responsibility is to grow the overall book of business for the assigned location through prospect marketing, referrals and outstanding customer service. This team member regularly engages in sales activities with customers and is responsible for the processing of high quality customer applications, endorsements and payments by the office team. The Managing Agent is responsible for the sale of insurance products and add-on products by all office team members and handling all customer contacts received either by telephone or face-to-face in the retail location. The Managing Agent is also responsible for being recognized as a trusted business advisor, a manager of the office and office personnel, and a representative of the company's values and mission. The Managing Sales Agent is responsible for leading and coaching Insurance Sales Agents and Trainees within their Agency. Responsibilities 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 Job Requirements 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 Education High School Diploma or equivalent Experience Level 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
11/10/2021
Full time
Overview The Managing Sales Agent is primary responsibility is to grow the overall book of business for the assigned location through prospect marketing, referrals and outstanding customer service. This team member regularly engages in sales activities with customers and is responsible for the processing of high quality customer applications, endorsements and payments by the office team. The Managing Agent is responsible for the sale of insurance products and add-on products by all office team members and handling all customer contacts received either by telephone or face-to-face in the retail location. The Managing Agent is also responsible for being recognized as a trusted business advisor, a manager of the office and office personnel, and a representative of the company's values and mission. The Managing Sales Agent is responsible for leading and coaching Insurance Sales Agents and Trainees within their Agency. Responsibilities 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 Job Requirements 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 Education High School Diploma or equivalent Experience Level 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. Responsibilities Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office Job Requirements 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 Bilingual (English/Spanish) Preferred Education High School Diploma or equivalent Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/31/2021
Full time
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. Responsibilities Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office Job Requirements 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 Bilingual (English/Spanish) Preferred Education High School Diploma or equivalent Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
The Insurance Sales Agent is responsible for successfully executing the sales process and regularly engages sales building activities that drive the overall revenue of the Agency. This position shares the responsibility with the Managing Agent for the sale of insurance products and handling customer contacts received either by telephone, email, mail, fax or face-to-face in the retail location. The team member will process quality customer applications, endorsements, payments, and related customer inquiries. The team member will also perform marketing activity outside the office to increase sales. Responsibilities: Assess the customer needs and advise clients on insurance coverage and personal protection options following Acceptance's G.U.E.S.T. standards. Provide quality quotations, pricing, and required information to new prospects and completes the sales process for each customer per company policy and procedure. Maintain strong knowledge of all products, pricing, and policy features available for sale. Complete and maintain training for all products offered by Acceptance (i.e. auto, roadside, hospital indemnity, motorcycle, commercial and home/renters, etc.) and other insurance companies for which they are appointed, Develop and maintain relationships with business partners around the community and perform outside marketing activities to drive new customers. Prepare quotations on customer change requests to their current policies. Receive and respond to all customer inquiries and complaints. Request any missing or required information from customers and follow up for that information. Maintain knowledge of industry competitors and provide critical market feedback to leadership regarding local competition and service needs. Conduct daily customer payment reminder calls. Follow-up routinely with customers on all open or unresolved issues including calling lapsed policy and policy renewal customers. Answer the telephone in a prompt, professional and courteous manner. Take / receive customer payments in office and over the phone. Report any and all conditions affecting customer satisfaction. Maintain appropriate records including, but not limited to; all time worked, reporting of sales activities, other reporting as required. Scan and send required documents daily. Assist in the daily cleaning/maintenance of the location according to Acceptance standards of operation. Performs other duties as assigned by management. Qualifications: Six months or more of prior experience in a sales related field, required High School diploma or GED required Four-year college degree preferred 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 Knowledge, Skills & Abilities: Above average communication skills in order to represent the company in a professional manner and communicate effectively with potential customers. Preferences towards taking charge of a situation, takes initiative, are persuasive and can influence a positive outcome. Are confident of their own abilities. Proven ability to manage personal emotions and avoid negative responses to frustrations and annoyances. Ability to effectively present information and respond to questions. Ability to solve practical problems and deal with situations where limited standardization exists. Skill and ability to use and operate a keyboard, computer, fax machine, scanner and copier. Knowledge of Microsoft Word and Microsoft Excel is preferred. An insurance license is required to work in this position. Acceptance Insurance pays 100% of the cost to obtain your license upon joining the company. The successful candidate must possess the ability to obtain and retain a Property & Casualty insurance license. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/31/2021
Full time
The Insurance Sales Agent is responsible for successfully executing the sales process and regularly engages sales building activities that drive the overall revenue of the Agency. This position shares the responsibility with the Managing Agent for the sale of insurance products and handling customer contacts received either by telephone, email, mail, fax or face-to-face in the retail location. The team member will process quality customer applications, endorsements, payments, and related customer inquiries. The team member will also perform marketing activity outside the office to increase sales. Responsibilities: Assess the customer needs and advise clients on insurance coverage and personal protection options following Acceptance's G.U.E.S.T. standards. Provide quality quotations, pricing, and required information to new prospects and completes the sales process for each customer per company policy and procedure. Maintain strong knowledge of all products, pricing, and policy features available for sale. Complete and maintain training for all products offered by Acceptance (i.e. auto, roadside, hospital indemnity, motorcycle, commercial and home/renters, etc.) and other insurance companies for which they are appointed, Develop and maintain relationships with business partners around the community and perform outside marketing activities to drive new customers. Prepare quotations on customer change requests to their current policies. Receive and respond to all customer inquiries and complaints. Request any missing or required information from customers and follow up for that information. Maintain knowledge of industry competitors and provide critical market feedback to leadership regarding local competition and service needs. Conduct daily customer payment reminder calls. Follow-up routinely with customers on all open or unresolved issues including calling lapsed policy and policy renewal customers. Answer the telephone in a prompt, professional and courteous manner. Take / receive customer payments in office and over the phone. Report any and all conditions affecting customer satisfaction. Maintain appropriate records including, but not limited to; all time worked, reporting of sales activities, other reporting as required. Scan and send required documents daily. Assist in the daily cleaning/maintenance of the location according to Acceptance standards of operation. Performs other duties as assigned by management. Qualifications: Six months or more of prior experience in a sales related field, required High School diploma or GED required Four-year college degree preferred 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 Knowledge, Skills & Abilities: Above average communication skills in order to represent the company in a professional manner and communicate effectively with potential customers. Preferences towards taking charge of a situation, takes initiative, are persuasive and can influence a positive outcome. Are confident of their own abilities. Proven ability to manage personal emotions and avoid negative responses to frustrations and annoyances. Ability to effectively present information and respond to questions. Ability to solve practical problems and deal with situations where limited standardization exists. Skill and ability to use and operate a keyboard, computer, fax machine, scanner and copier. Knowledge of Microsoft Word and Microsoft Excel is preferred. An insurance license is required to work in this position. Acceptance Insurance pays 100% of the cost to obtain your license upon joining the company. The successful candidate must possess the ability to obtain and retain a Property & Casualty insurance license. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. Responsibilities Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office Job Requirements 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 Education High School Diploma or equivalent Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/31/2021
Full time
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. Responsibilities Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office Job Requirements 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 Education High School Diploma or equivalent Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
Overview The Managing Sales Agent is primary responsibility is to grow the overall book of business for the assigned location through prospect marketing, referrals and outstanding customer service. This team member regularly engages in sales activities with customers and is responsible for the processing of high quality customer applications, endorsements and payments by the office team. The Managing Agent is responsible for the sale of insurance products and add-on products by all office team members and handling all customer contacts received either by telephone or face-to-face in the retail location. The Managing Agent is also responsible for being recognized as a trusted business advisor, a manager of the office and office personnel, and a representative of the company's values and mission. The Managing Sales Agent is responsible for leading and coaching Insurance Sales Agents and Trainees within their Agency. Responsibilities 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 Job Requirements 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 Education High School Diploma or equivalent Experience Level 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/30/2021
Full time
Overview The Managing Sales Agent is primary responsibility is to grow the overall book of business for the assigned location through prospect marketing, referrals and outstanding customer service. This team member regularly engages in sales activities with customers and is responsible for the processing of high quality customer applications, endorsements and payments by the office team. The Managing Agent is responsible for the sale of insurance products and add-on products by all office team members and handling all customer contacts received either by telephone or face-to-face in the retail location. The Managing Agent is also responsible for being recognized as a trusted business advisor, a manager of the office and office personnel, and a representative of the company's values and mission. The Managing Sales Agent is responsible for leading and coaching Insurance Sales Agents and Trainees within their Agency. Responsibilities 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 Job Requirements 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 Education High School Diploma or equivalent Experience Level 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. RESPONSIBILITIES Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office JOB REQUIREMENTS 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 Education Four-year college degree preferred Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/30/2021
Full time
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. RESPONSIBILITIES Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office JOB REQUIREMENTS 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 Education Four-year college degree preferred Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. RESPONSIBILITIES Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office JOB REQUIREMENTS 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 Education Four-year college degree preferred Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/30/2021
Full time
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. RESPONSIBILITIES Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office JOB REQUIREMENTS 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 Education Four-year college degree preferred Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. Responsibilities Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office Job Requirements 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 Education High School Diploma or equivalent Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/30/2021
Full time
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. Responsibilities Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office Job Requirements 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 Education High School Diploma or equivalent Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. RESPONSIBILITIES Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office JOB REQUIREMENTS 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 Education Four-year college degree preferred Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/30/2021
Full time
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. RESPONSIBILITIES Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office JOB REQUIREMENTS 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 Education Four-year college degree preferred Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. RESPONSIBILITIES Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office JOB REQUIREMENTS 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 Education High School Diploma or Equivalent Experience Level 1-2 years related experience and/or training. 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. essential functions. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/30/2021
Full time
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. RESPONSIBILITIES Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office JOB REQUIREMENTS 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 Education High School Diploma or Equivalent Experience Level 1-2 years related experience and/or training. 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. essential functions. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. RESPONSIBILITIES Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office JOB REQUIREMENTS 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 Education Four-year college degree preferred Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/30/2021
Full time
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. RESPONSIBILITIES Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office JOB REQUIREMENTS 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 Education Four-year college degree preferred Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. Responsibilities Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office Job Requirements 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 Education High School Diploma or equivalent Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/30/2021
Full time
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. Responsibilities Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office Job Requirements 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 Education High School Diploma or equivalent Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
Overview The Managing Sales Agent is primary responsibility is to grow the overall book of business for the assigned location through prospect marketing, referrals and outstanding customer service. This team member regularly engages in sales activities with customers and is responsible for the processing of high quality customer applications, endorsements and payments by the office team. The Managing Agent is responsible for the sale of insurance products and add-on products by all office team members and handling all customer contacts received either by telephone or face-to-face in the retail location. The Managing Agent is also responsible for being recognized as a trusted business advisor, a manager of the office and office personnel, and a representative of the company's values and mission. The Managing Sales Agent is responsible for leading and coaching Insurance Sales Agents and Trainees within their Agency. Responsibilities 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 Job Requirements 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 Education High School Diploma or equivalent Experience Level 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/30/2021
Full time
Overview The Managing Sales Agent is primary responsibility is to grow the overall book of business for the assigned location through prospect marketing, referrals and outstanding customer service. This team member regularly engages in sales activities with customers and is responsible for the processing of high quality customer applications, endorsements and payments by the office team. The Managing Agent is responsible for the sale of insurance products and add-on products by all office team members and handling all customer contacts received either by telephone or face-to-face in the retail location. The Managing Agent is also responsible for being recognized as a trusted business advisor, a manager of the office and office personnel, and a representative of the company's values and mission. The Managing Sales Agent is responsible for leading and coaching Insurance Sales Agents and Trainees within their Agency. Responsibilities 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 Job Requirements 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 Education High School Diploma or equivalent Experience Level 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. Responsibilities Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office Job Requirements 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 Education High School Diploma or equivalent Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/30/2021
Full time
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. Responsibilities Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office Job Requirements 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 Education High School Diploma or equivalent Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. RESPONSIBILITIES Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office JOB REQUIREMENTS 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 Education High School dipolma or GED required Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/30/2021
Full time
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. RESPONSIBILITIES Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office JOB REQUIREMENTS 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 Education High School dipolma or GED required Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
Overview The Managing Sales Agent is primary responsibility is to grow the overall book of business for the assigned location through prospect marketing, referrals and outstanding customer service. This team member regularly engages in sales activities with customers and is responsible for the processing of high quality customer applications, endorsements and payments by the office team. The Managing Agent is responsible for the sale of insurance products and add-on products by all office team members and handling all customer contacts received either by telephone or face-to-face in the retail location. The Managing Agent is also responsible for being recognized as a trusted business advisor, a manager of the office and office personnel, and a representative of the company's values and mission. The Managing Sales Agent is responsible for leading and coaching Insurance Sales Agents and Trainees within their Agency. Responsibilities 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 Job Requirements 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 Education High School Diploma or equivalent Experience Level 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/30/2021
Full time
Overview The Managing Sales Agent is primary responsibility is to grow the overall book of business for the assigned location through prospect marketing, referrals and outstanding customer service. This team member regularly engages in sales activities with customers and is responsible for the processing of high quality customer applications, endorsements and payments by the office team. The Managing Agent is responsible for the sale of insurance products and add-on products by all office team members and handling all customer contacts received either by telephone or face-to-face in the retail location. The Managing Agent is also responsible for being recognized as a trusted business advisor, a manager of the office and office personnel, and a representative of the company's values and mission. The Managing Sales Agent is responsible for leading and coaching Insurance Sales Agents and Trainees within their Agency. Responsibilities 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 Job Requirements 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 Education High School Diploma or equivalent Experience Level 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. Responsibilities Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office Job Requirements 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 Education High School Diploma or equivalent Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/30/2021
Full time
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. Responsibilities Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office Job Requirements 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 Education High School Diploma or equivalent Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. RESPONSIBILITIES Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office JOB REQUIREMENTS 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 Education Four-year college degree preferred Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/30/2021
Full time
Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. RESPONSIBILITIES Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office JOB REQUIREMENTS 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 Education Four-year college degree preferred Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved. Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. Responsibilities Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office Job Requirements 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 Education High School Diploma or equivalent Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
08/29/2021
Full time
As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved. Overview The Insurance Agent is responsible for the sale of insurance products and handling all customer contacts received either by telephone or face-to-face in the retail location. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, payments and inquiries. The Insurance Agent is also responsible for being recognized as a trusted business advisor, and a representative of the company's values and mission. Responsibilities Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service Develops and maintains relationships with business partners around the community (ie car dealers, loan processors, etc) Perform outside marketing activities to generate company sales Prepare quotations on customer change requests to policies 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 knowledge of all company products, pricing, and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct customer service representatives (CSRs) in tasks relating to coverage of retail office Follow-up routinely with customers on all open or unresolved issues including calling lapsed customers Answer the telephone in a prompt, professional and courteous manner Report any and all conditions affecting customer satisfaction Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, other reporting as required by Regional Manager or Corporate Office Job Requirements 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 Education High School Diploma or equivalent Experience Level 1-2 years related experience and/or training. 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. Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
Overview This Claim Adjuster position is a full time work remote claim adjuster position that reports into either Tampa, FL, or Nashville, TN. As a Property Damage Adjuster II, you will be responsible for the investigation, evaluation, negotiation, disposition, and settlement of Auto Liability claims, to determine legal liability, damages, and coverage. Assigned claims may involve Single vehicle or multiple vehicle losses, uninsured/underinsured PD motorist claims and complex coverage issues requiring direct involvement in property damage claim handling with minimal supervision. Exceptional evaluation and judgment skills are required to develop all potential exposures in the file, and to properly set expense and indemnity reserves. Protection of our Insured's and the Company's financial exposures are critical. Essential Job Functions Plan and conduct investigations (including but not limited to interviewing parties involved, collecting and evaluating documentation and securing evidence and protecting the chain-of-custody, determine inspection needs, order police reports, scene investigation, take witness statements, review material damage photos, etc.) to analyze coverage, determine liability, compensability, and extent of damages Identity and work to resolve minor injury claims with early settlement opportunities eliminating the need to transfer file to the Casualty Unit Assume responsibility for property damage claims; including attorney represented and non-represented parties, for both first- and third-party claimants Demonstrates a high level of investigation, analysis, evaluation, and negotiation including interpretation of coverages Adherence to proper procedures relating to inspection and evaluation of property damage claims and make recommendations for the disposition of claims more than individual settlement authority Evaluate policy coverage, contact insureds, claimants, attorneys, body shops while determining and establishing reserve requirements Document computer log with results of review and intentions for handling Compile information for decision making with discussion of claims committee where appropriate Maintain accurate records and handle administrative responsibilities associated with processing and payment of claims, record and update status notes, and document results of contacts per Best Practices Determine need for independent adjusters, cause and origin experts, economists, accident re-constructionists, and engineers Respond timely and appropriately to all settlement demands Keep internal and external customers advised of file status and other matters, as required Evaluate claim for potential fraud and work with Special Investigations Unit, as required Assess actual damages associated with claims and conduct negotiations to settle claims Determine if subrogation exists and take steps necessary to initiate recovery efforts Performs other duties as assigned Desired Qualifications Possesses strong customer service skills and behaviors Makes decisions in an informed, confident, and timely manner Maintains constructive working relationships despite differing perspectives Possesses strong organizational and time management skills Ability to negotiate skillfully in difficult situations with both internal and external groups Demonstrates strong written and verbal communication skills, promotes, and facilitates free and open communication Understanding of applicable statutes, regulations, and case law Thinks critically and anticipates, recognizes, identifies, and develops solutions to problems in a timely manner Easily adapts to new or different changing situations, requirements, or priorities Cultivates an environment of teamwork and collaboration Operates with latitude for un-reviewed action or decision Computer proficiency (MS Office, excel, word, etc.) Must have or secure and maintain appropriate state adjuster license(s) and continuing education credits Minimum of two (2) years of property claims handling experience High school diploma or equivalent College Degree preferred or equivalent experience Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
08/29/2021
Full time
Overview This Claim Adjuster position is a full time work remote claim adjuster position that reports into either Tampa, FL, or Nashville, TN. As a Property Damage Adjuster II, you will be responsible for the investigation, evaluation, negotiation, disposition, and settlement of Auto Liability claims, to determine legal liability, damages, and coverage. Assigned claims may involve Single vehicle or multiple vehicle losses, uninsured/underinsured PD motorist claims and complex coverage issues requiring direct involvement in property damage claim handling with minimal supervision. Exceptional evaluation and judgment skills are required to develop all potential exposures in the file, and to properly set expense and indemnity reserves. Protection of our Insured's and the Company's financial exposures are critical. Essential Job Functions Plan and conduct investigations (including but not limited to interviewing parties involved, collecting and evaluating documentation and securing evidence and protecting the chain-of-custody, determine inspection needs, order police reports, scene investigation, take witness statements, review material damage photos, etc.) to analyze coverage, determine liability, compensability, and extent of damages Identity and work to resolve minor injury claims with early settlement opportunities eliminating the need to transfer file to the Casualty Unit Assume responsibility for property damage claims; including attorney represented and non-represented parties, for both first- and third-party claimants Demonstrates a high level of investigation, analysis, evaluation, and negotiation including interpretation of coverages Adherence to proper procedures relating to inspection and evaluation of property damage claims and make recommendations for the disposition of claims more than individual settlement authority Evaluate policy coverage, contact insureds, claimants, attorneys, body shops while determining and establishing reserve requirements Document computer log with results of review and intentions for handling Compile information for decision making with discussion of claims committee where appropriate Maintain accurate records and handle administrative responsibilities associated with processing and payment of claims, record and update status notes, and document results of contacts per Best Practices Determine need for independent adjusters, cause and origin experts, economists, accident re-constructionists, and engineers Respond timely and appropriately to all settlement demands Keep internal and external customers advised of file status and other matters, as required Evaluate claim for potential fraud and work with Special Investigations Unit, as required Assess actual damages associated with claims and conduct negotiations to settle claims Determine if subrogation exists and take steps necessary to initiate recovery efforts Performs other duties as assigned Desired Qualifications Possesses strong customer service skills and behaviors Makes decisions in an informed, confident, and timely manner Maintains constructive working relationships despite differing perspectives Possesses strong organizational and time management skills Ability to negotiate skillfully in difficult situations with both internal and external groups Demonstrates strong written and verbal communication skills, promotes, and facilitates free and open communication Understanding of applicable statutes, regulations, and case law Thinks critically and anticipates, recognizes, identifies, and develops solutions to problems in a timely manner Easily adapts to new or different changing situations, requirements, or priorities Cultivates an environment of teamwork and collaboration Operates with latitude for un-reviewed action or decision Computer proficiency (MS Office, excel, word, etc.) Must have or secure and maintain appropriate state adjuster license(s) and continuing education credits Minimum of two (2) years of property claims handling experience High school diploma or equivalent College Degree preferred or equivalent experience Physical Demands The physical demands described here are representative of those that must be met by a team member 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 team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed 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. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.