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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

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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

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