What makes Direct Auto Insurance unique?
- We are Great Place to Work certified!
- Paid licensing training!
- Uncapped commissions!
- We have many advancement opportunities!
- Comprehensive benefits!
- No cold calling!
- 12 paid holidays & formal PTO program!
- Branded shirts are provided at no cost to you!
Primary Purpose:
Trainee:
Provide the opportunity for motivated individuals to obtain industry experience working in a sales and customer support role while preparing and training to become a Licensed Insurance Sales Agent. Paid classroom and hands-on training is provided to assist trainees in the active pursuit of State Property/Casualty and Life and Health Licenses. Individual will assist customers, complete marketing activities and help with all office functions under direct guidance of an Agent or Lead Sales Agent.
Agent:
Responsible for the profitable growth and the attainment of business goals by marketing and servicing Direct Auto products including but not limited to Auto, Life, Auto Club, and Roadside Assistance to new and existing customers. Assist walk-in customers, support office operations and market our products outside of the office via marketing calls and visits.
Essential Duties & Responsibilities:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Trainee:
- Prepare to become a licensed agent through attending appropriate courses, self-study, participation in training activities and job shadowing of agents to learn skills and accumulate experience
- Provide general clerical and administrative support to staff including handling inbound and outbound phone calls, reports, filing, researching and gathering information, and maintaining overall appearance of sales office
- Assist customers with general questions, receive customer payments, issue receipts and verify balance/daily reports of receipts for cash drawers
- Complete marketing and sales related activities which further the Direct Auto brand in the local market (outbound marketing calls, car dealerships visits, local events, distribution of flyers, etc.)
- Contact customers regarding account status and renewals
- Prepare and send information to customers and lien holders
- Read and remain current on company guidelines, announcements, memos and bulletins related to company policy and procedure
Agent:
- Meet and exceed sale's goals through new product sales, cross selling and retention of current customers
- Implement marketing programs and initiatives which further the Direct Auto brand in the local market (car dealerships, local events, etc.)
- Build and maintain relationships with community organizations and local business
- Develop and manage customer relationships and serve as a resource to customers and potential customers on all Direct Auto products and services
- Responsible for monitoring key competitors in the local market area and making suggestions on initiatives that could improve Direct Auto's position in the marketplace
- Receive customer payments, issue receipts and verify balance/daily reports of receipts for cash drawers
- Understand, promote and remain current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures
- Responsible for sales administration and reporting activities
Minimum Skills and Competencies:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- High school diploma or general education degree (GED)
- Demonstrated ability to provide excellent customer service and develop and maintain customer relationships
- Experience or strong willingness to develop key relationships and market our products within community organizations and the local business community
- Valid U.S. State-issued driver's license
- Strong computer skills and working knowledge of MS Office applications
- Excellent interpersonal skills with the ability to establish working relationships with internal and external clients at varying levels within the organization
- Highly motivated to market and sell in multi-product environment where cross selling and customer retention is essential to sales budget attainment
- Must possess effective verbal and written communication skills
Trainee:
- Ability to acquire Property/Casualty license as part of our training program within 75 days of hire
- High level of initiative, drive, or desire/openness to learn new skills and information
Agent:
- Active Property/Casualty and Life Insurance licensure
- 1+ years of successful business-to-consumer sales experience
- Proven experience being successful in a sales-driven, "hunter" environment
- Must have passion, high level of initiative, autonomy and be self-motivated
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