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Are you our brand of crazy?

Available Positions

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ACCOUNT MANAGER

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SALES AGENT

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RETENTION MANAGER

ACCOUNT MANAGER RESPONSIBILITIES

  • INCOMING CALL MANAGEMENT

  • PROCESS POLICY CHANGES

  • RESPOND TO CLIENT EMAILS PROMPTLY & PROFESSIONALLY

  • COMPLETE FORMS AND DOCUMENTATION TO SUPPORT POLICY COVERAGES & CHANGES

  • ​PROCESS POLICY CHANGES

  • COLLABORATE WITH SALES AND LEADERSHIP TEAM TO ENSURE EXCELLENT SERVICE

  • UPHOLD AGENCY STANDARDS 

  • MANAGE DAILY PRIORITIES THROUGH ORGANIZATION AND FOLLOW THROUGH

  • REPRESENT THE AGENCY'S VALUES 

SALES AGENT RESPONSIBILITIES

  • BUILD AND MANAGE PIPELINE THROUGH INBOUND AND OUTBOUND STRATEGIES

  • CONSULT CLIENTS TO UNDERSTAND THEIR NEEDS 

  • EDUCATE CLIENTS ON BEST COVERAGE UTILIZATION

  • PRESENT QUOTES WITH EXCITEMENT AND ENTHUSIASM

  • FOLLOW UP ON QUOTES THROUGH CONSISTENCY

  • UPHOLD THE AGENCY STANDARDS

  • REPRESENT THE AGENCY'S VALUES

RETENTION MANAGER RESPONSIBILITIES

  • PROACTIVELY REACH OUT TO CLIENTS FOR RELATIONSHIP MANAGEMENT

  • CONDUCT POLICY REVIEWS

  • PRESENT CLIENTS WITH AN IMPROVED OPTION WHEN NECESSARY​

  • DATA ANALYZATION - REASON FOR LOST BUSINESS

  • RETENTION TRACKING

  • UPHOLD AGENCY STANDARDS

  • REPRESENT THE AGENCY'S VALUES

MISSION

WE TRANSFORM THE INSURANCE EXPERIENCE  THROUGH WRITING QUALITY COVERAGE AND PROVIDING EXCEPTIONAL SERVICE.

VISION

WRITE QUALITY INSURANCE FOR 10,000 FAMILIES AND CREATE OPPORTUNITIES FOR 40 ALIGNED TEAM MEMBERS. 

VALUES

CUSTOMER EXCELLENCE

THE EXTRA MILE

WILLFUL TRANSPARENCY

CREATIVE INITIATIVE

COLLABORATIVE THINKING

ACTIVE COMPETITIVENESS

DETACHED OWNERSHIP

PROGRESSIVE FEEDBACK

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