Certipay
  • 29-Jul-2016 to 27-Dec-2017 (EST)
  • Sales
  • Orlando, FL, USA
  • Full Time

Can you contribute new ideas to spark a team, lead a department, and change an industry?

At CertiPay, we strive to keep team members engaged and passionate about their role.  To do this, we have created a culture of freedom to develop and actuate employee talents.  We provide a dynamic, challenging work environment for team members with endless opportunities.

Our success with our clients is driven by our ability to manage our customers' needs quickly and effectively.

Our success with our employees is driven by our belief in investing not only in their professional lives, but also in their personal lives.

We are not as big as some of our larger competitors, but our IMPACT is!!  We believe in our product line, our team members and take pride in giving our clients the best customer experience possible. 

 

Objective

Under the direction of the Agency Manager, to plan, lead, and control production and servicing of accounts so as to contribute to the continued profitable growth of the agency.

Action Steps 

  1. Balance production to achieve a proper mix of business as outlined in the forecast. 
  2. Promote products of carriers that the agency has identified as important. 
  3. Follow up on leads to ensure growth of book of business. 
  4. Obtain and follow up on information concerning underwriting, claims, and so on, as requested by the Customer Service       Representative, or the Sales Center Representative. 
  5. Keep abreast of trends and techniques, and use agency selling aids to maintain a competitive status for the agency within the industry.   

Authority 

  1. Solicit business and submit applications to the Agency. 
  2. Bind coverage within limits established by Production Manager. 
  3. Collect premiums on behalf of the agency.  

Job Charter Measurement Standards 

  1. Produce written premium that meets or exceeds budget forecast percentage. 
  2. Produce volume that generates average commission that will meet or exceed budget forecast percentage. 
  3. Produce written premium in a mix established and outlined by the agency mission statement, which will assist in the generation of contingent commission. 
  4. Control accounts'new and renewal
  5. Adhere to established agency procedures and guidelines. 

Education/Experience

Required

  1. Prior insurance experience, 2 years minimum.
  2. Insurance license, at minimum, Insurance Customer Service Representative 4-40 license.

Preferred

  1. Insurance Agent license for Health Insurance and Employee Benefits 2-15, 2-40
  2. College Degree 2 years minimum.
Certipay
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