Agency Manager

Position: Managing Agent

 

 

Description:

 

A full-time managing agent position with managerial responsibilities, including supervising daily office staff activities, achieving agency and corporate goals while providing efficient and accurate service.

 

 

This position is responsible for proactive sales and training of sales and service staff – specializing in personal lines. Serves as a customer contact, resolves customer concerns, and is responsible for multi-lining (prospecting and cross-selling) the existing client base. Property and Casualty license required.

 

 

 

 

 

Expectations:

  Oversee day-to-day operations of the agency

 

  Coordinate and conduct annual employee reviews

 

  Conduct monthly office meetings

 

  Respond to all messages from clients before the end of the business day

 

  Review cancellation list on a weekly basis

 

  On a daily basis, call clients that have experienced a claim

 

  Review the Care Review assignments and conduct any personally as deemed appropriate

 

  Represent the agency as needed at the marketing functions/events.

 

  Oversee purging and destruction of files each year per record keeping policy requirements

 

  Reconcile daily remittance and oversee remittance procedures

 

  Resolve customer service issues when elevated to management, and notify agent if necessary

 

  Oversee and implement a proactive marketing process for the agency (includes supervising sales team prospecting processes for all staff).

 

  Complete and process policies for clients as needed

 

  Complete Sales report on a daily basis

 

 

Position Requirements

 

  Experience

 

  Two years experience, college degree preferred

 

  Licensed certified

 

 

  Critical Skills/Expertise

 

  Advanced Sales Skills

 

  Management Experience preferred

 

  Good Customer Service and Cross-selling skills

 

  Good oral and written communication skills

 

  Knowledge of company products and services

 

 

  Job Standards

 

  Prior Customer Service experience preferable at a financial institution

 

  Arithmetic and Computer proficiency

 

 

  Equipment Used

 

  PC, various software ( Microsoft: Word, Excel, etc…)

 

  Calculator

 

  On line Information system