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.

Multiple locations available: Mid-Atlantic (2 positions), Midwest, Northeast, Southeast (FL)

*Assigned territory is TBD – pending where candidate resides.

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.This intermediate level sales and marketing position demands a self-driven, competitive, team player with the urgency, thoroughness, and time-management skills to make a positive impact on our business.

Responsibilities

• Production and Customer Visits
  • Grow the Apogee brand.
  • Conduct a minimum of 48 customer visits monthly focusing on all Apogee products.
  • Prospect for new customers in assigned territory; set-up meetings and send agendas.
  • Identify areas of opportunity, differentiate what we offer with what the customer has elsewhere and create action plans to earn the business/share our story.
  • Schedule joint travel customer appointments with carrier partners and in-house product experts/leadership quarterly.
  • Drive submission and premium production to meet minimum sales activity goals – combination of submission flow, customer visits, and premium/binder production.
  • Work in conjunction with in-house product experts to bind new business quotes.
  • Develop promotional materials to support the sales of carriers, products, and services.

• Customer Management:
  • Utilize sales software (ACT), account management software (AIM) and MS Office to manage customer relationships and update customer profiles.
  • Monitor production of customers to achieve goals.
  • Communicate regularly with in-house account managers to enhance knowledge about submission activity and partner with in-house team on renewals above $10,000 premium.
  • Identify cluster groups, agency networks, or any other customer groups and work in conjunction with Senior Agency Representative to formulate a plan for penetration.
  • Attend local trade shows to deepen brand awareness and penetrate customers attending.

• Personal Development:

• Obtain Property & Casualty License.
• Enroll and complete formal insurance education program for both professional and personal development as outlined in individual development plan (AINS, RPLU).
• Attend regular sales training sessions to improve sales skills, technical product knowledge, and competitor information.

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