The college helper role provides real world, interactive, hands-on learning and development within a corporate setting of a professional wholesale specialty broker. In this role, students have the ability to experience various teams within the insurance industry from customer service, to marketing, and onto negotiation/sales of an insurance broker. Our college helper team members assist in making an impact in our customer communications, customer proposals, networking, and business development.

Job Functions:

• Tracking customer applications within our agency management system.
• Communicating with our customers to obtain agency contact information
• Development and delivery of insurance proposals to customers.
• Assisting account managers with quote follow-ups through telephone and email.
• Issuing policies as per our 30 day service promise to customers.
• Assisting sales team with identifying, logging, and tracking customer contact info
• Assisting marketing team with marketing research, generating email advertisements, creative writing for blogs, and other marketing specific activities.
• Other tasks, projects, and presentations required by leadership

Skills Needed:

This position demands a self-motivated team player with urgency, thoroughness, and a "can-do" attitude to make a positive impact on our business. Strongest performers take advantage of our formal insurance education program inclusive of earning their Property & Casualty license and better understanding the foundations of insurance of which the individual is rewarded for designations.

Requirements:

Minimum of 15 hours per week.

Our full-time face to face sales position includes setting up and completing visits in customer offices. A track record of excellent customer service is required along with the ability to grow and nurture business relationships in person and over the phone between our company and customers.

Responsibilities

Selling insurance by:

• • Prospecting for new customers (Retail P&C Agencies) via telephone, internet or while traveling.
  • Establishing and growing the customer base to generate new business premium.
  • Following up and maintaining strong relationships with existing customer base.
  • Making a minimum of 16 customer visits per week in large geographic area.
  • Managing sales territory to maximize premium growth and customer satisfaction.

Other duties include:

• • Effectively communicating with Apogee’s in-house Account Management Team.
  • Maximizing time management techniques in setting and implementing customer appointments.
  • Attending and participating in sales and management meetings.
  • Utilizing Apogee Sales Systems (ACT), Operating Systems (AIM) and Microsoft Office software to maximize potential business growth through documentation and written/verbal communication as needed.
  • Enhancing personal development through Continuing Education courses and attaining Insurance
  • Designations (RPLU, ASLI, AINS, CPCU)

Weekly car travel (80%) and some overnights stays are required.

Our full-time inside sales position provides coverage details to customers and further develops relationships. This position requires a team player who can delve into coverage and relate to customer and market conditions. Excellent customer service, communication and a desire to learn are key to success in this position.

Responsibilities

Submission Marketing:

• • Receive new business applications for insurance from independent agent customers.
  • Responsible for reviewing and qualifying the risks and exposures specific to management liability and professional liability.
  • Act as a liaison between the company underwriters and the independent agent customers to negotiate favorable insurance proposals. 

Internal Sales:

• • Responsible for studying various insurance proposals to determine viability for selling to independent agency customer.
  • Responsible for discussing the features and benefits of each proposal with customers and ultimately asks for the sale.
  • Responsible for building policy comparisons and other selling techniques to sell against competing proposals.

Customer Focus & Responsibility

• • Responsible for building and maintaining constructive business relationships with independent agent customers over the phone. Travel is very minimal.
  • Responsible for managing/growing a book of business, but does not have individual ownership of the business as Apogee owns all business written.
  • Responsible for learning and understanding company underwriters’ appetites for risk and exposure.
  • Responsible for servicing policies and issuing endorsements

The customer service associate is the most fundamental role that introduces the basic building blocks for which our culture is based, better defines our community's entrepreneurial spirit, and establishes the chemistry within our team dynamic. This role provides a challenging and rewarding opportunity for professional development, insurance education, networking, and introduction to a variety of different career paths for future advancement.

Job Functions:

• Data entry and creation of insurance proposals for delivery to customers
• Processing and delivery of insurance binders and invoices to customers and subsequent prior-to-binding items.
• Assisting account managers with the sales process, involving customer and underwriter interaction both verbal and written communication, working with sales and marketing team on various projects, as well as reporting on results.
• Policy issuance and adhering to our 30 day policy issuance service promise to customers.
• Assisting in the processing and servicing of issued policies in combination with account managers to obtain and process endorsements, cancellations, and other administrative tasks.
• Liaison with accounting, clerical, and compliance team to delegate, track, and coordinate various surplus lines documents as well as any corrective data entry needed to maintain database integrity.
• Sole responsibility for our customer contract process and maintaining proper records
• Other tasks, projects, and presentations required by leadership

Skills Needed:

This position demands an organized, self-motivated team player with the urgency, thoroughness, and time management skills to make a positive impact on our business. Drive for self-improvement and openness to receive feedback will unlock future potential and advancement.

Requirements:

• College Bachelor's Degree
• Must obtain Property and Casualty Insurance License within 90 days of start date