Job ID #: 00092504 Location(s): MI - Grand Rapids Functional Area: Independent Agency Education Required: Bachelors Degree Position Type: Full Time Relocation Provided: None Experience Required: 1 - 3 Years
Manages all accounts within a defined geographic area and is responsible for realizing premium and profit objectives for those accounts. Activities performed to achieve those objectives may include training on products, systems, service, and underwriting, book transfers, development of existing accounts or prospecting for new accounts. Serves as the primary contact point for agency support staff to build and maximize the agency/company relationship for all products in the portfolio.
Serves as the primary contact for operations, systems and policy training for agency products as well as liaison for resolving policy service and billing issues for assigned agents and products. Utilizes technology to manage account data and district performance. Routinely records information about agency and dealer competitors, segmentation and account activity, maintaining up to date data for sue by the sales and marketing division. Builds and maintains agency/company relationships in order to maximize product penetration and sales within the agency. Manages book transfers for an assigned territory including pricing and profile analysis, program set-up and scheduling with the agency. Coordinates with the book transfer unit to ensure timely processing of all applications, follows up with the agency contact for additional information, monitors and tracks the hit ratios and successful completion of each committed transfer. Coordinates and executes all new and on-going training on products and systems for all installed lines within the agency. Active in assigned territory prospecting for new clients as well as business development opportunities. Analysis of agency operations and quoting/profiling potential book transfer opportunities are included in this function. Promotes industry knowledge by attending industry conventions and participating in continuing education courses. Prepares and maintains a market analysis, including competitor information in order to provide input on distribution, product, price and promotion strategies. Promotes safety at all times and complies with safety/ergonomic standards as outlined in relevant company published manuals. Performs other duties as assigned.
Enter preferred skills and abilities.
Required job duties are essentially sedentary work consisting of occasional walking, standing, lifting and/or carrying 20 lbs., seeing, hearing, reaching and driving.
Required job duties are normally performed in a climate controlled office environment, with some exposure to uncontrolled outside environmental conditions and travel via automobile and/or commercial transportation.
Four-year college degree and insurance license during first year in position if not previously acquired.
Three years insurance sales or agency experience or equivalent.
None required
Farmers is an equal opportunity employer, committed to the strength of a diverse workforce.
