Sales Representative

Company: Apogee Insurance Group, A Berkshire Hathaway Compa
Location: Bennett
Posted on: January 15, 2022

Job Description:

JOB FUNCTIONS: Our Agency Representatives are business to business salespeople focused on sharing the Apogee story and our insurance products with independent retail agent customers to produce and drive in business opportunities. A successful teammate develops and nurtures business relationships over a variety of mediums, including: video conferencing, telephone calls, and some in-person visiting when safe to resume. This sales and marketing position demands a self-driven, competitive team player with the urgency, organization and time-management skills to produce results.
RESPONSIBILITIES:

• Production and Customer Visits - primary means of customer communication will involve video conference and telephone calls with some limited future in-person visits.
• Grow the Apogee brand.
• Conduct customer visits monthly focusing on all Apogee products.
• Prospect for new customers in assigned territory; set-up meetings and send agendas.
• Identify areas of opportunity, differentiate what we offer with what the customer has elsewhere and create action plans to earn the business/share our story.
• Schedule joint video conferencing customer appointments with carrier partners and in-house product experts/leadership quarterly.
• Drive submission and premium production to meet minimum sales activity goals - combination of submission flow, customer virtual visits, and premium/binder production.
• Work in conjunction with in-house product experts to bind new business quotes.
  CUSTOMER MANAGEMENT:
  • Utilize sales software (ACT), account management software (AIM) and MS Office to manage customer relationships and update customer profiles.
  • Monitor production of customers to achieve goals.
  • Communicate regularly with in-house account managers to enhance knowledge about submission activity and partner with in-house team on renewals above $10,000 premium.
  • Identify cluster groups, agency networks, or any other customer groups and work in conjunction with Senior Agency Representative to formulate a plan for penetration.
  • Attend local trade shows (when conditions are safe to resume) to deepen brand awareness and penetrate customers attending.
    PERSONAL DEVELOPMENT:
    • Obtain Property & Casualty License.
    • Enroll and complete formal insurance education program for both professional and personal development as outlined in individual development plan (AINS, RPLU).
    • Attend regular sales training sessions to improve sales skills, technical product knowledge, and competitor information.
      EXPERIENCE:
      • 2-5 years of hands-on experience in sales, marketing, and/or communications.
      • Prior insurance product knowledge and insurance education - a plus!
        APOGEE BENEFITS:
        • Competitive base salary and great potential for additional compensation based upon production
        • Full benefits package for you and your family
        • Quarterly and end of year bonuses
        • Collaborative and fun company culture with healthy work-life balance
        • Receive compensation for training and continuing education while you learn the business
        • Frequent customer interaction and networking opportunities, including carrier and customer outings, insurance industry events, etc.
        • Company phone & Surface laptop provided
        • Corporate Amex and Corporate Enterprise account
        • Dinner and Hotel paid for while traveling overnightAt Apogee, our goal is to strengthen our community and culture by representing all races, genders, religions and sexual orientations. We continue to move conversations about diversity, equity and inclusion forward to ensure every community member has a sense of belonging, a voice and a seat at the table. If you have questions regarding your application status, please email careers@apogeeinsgroup.com.

Keywords: Apogee Insurance Group, A Berkshire Hathaway Compa, High Point , Sales Representative, Sales , Bennett, North Carolina