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CAREER OPPORTUNITIES

Apogee has openings for full-time positions and undergraduate internships. We seek energetic team players who have a passion for delivering excellent customer service in a professional atmosphere. 

Full-time applicants: All applicants should possess a bachelors degree. Additional experience with AIM, Acrobat Professional, Microsoft Suite Applications, and holding a Property and Casualty License is a plus. Two years of hands-on experience in insurance industry is preferred for broker or sales positions. Prior insurance product knowledge and insurance education is a plus. 

Intern applicants: All college applicants must be currently attending a college or university undergraduate program.

MARKETING & WEB DESIGN SPECIALIST

LOCATION: WAYNE, PA

JOB FUNCTIONS: Entry to advanced level position focused on generating submission flow from independent retail agencies and potential buyers.  Primary responsibilities include:  leading our nationwide electronic marketing campaigns through Mailchimp, Google Adwords/SEO, electronic newsletters, social media, blog, and website to share the Apogee Story.

  • Electronic Marketing:
    • Create email campaigns and newsletters to market products/services to our customers
    • Maintain and grow prospect database of 200,000+ contacts
    • Create and publish relevant content across multiple media platforms
    • Maintain the Apogee website
    • Continue developing and growing Apogee’s social media presence
  • Lead Generation:
    • Responsible for generating a weekly lead generation report
    • Further develop and test the lead generation process from insured to the carrier
    • Increase lead to submission ratio
    • Create new forms to capture new customer contact information
    • Work with carriers to implement online quoting platforms
    • Create and manage Google Adwords budget to consistently maximize the number of leads generated and ROI
  • Sales and Marketing Support
    • Create and maintain company marketing materials
    • Coordinate all trade shows across the country
    • Create customized marketing materials for customers as needed
    • Schedule webinars and create PowerPoint presentations to be used
    • Provide solutions to customer technology needs
    • Review sales and marketing opportunities from vendors
    • Manage incoming responses from marketing emails
    • Organize marketing materials, photos, logos and videos for team access
    • Maintain office contact lists

  • QUALIFICATIONS REQUIRED:

    • Creative, energetic, outgoing, positive attitude demonstrating high sense of ownership
    • Multi-tasking, friendly, team player with solid street smarts and time management skills
    • Knowledge of Adobe Creative Suite and social media platforms and integration
    • Familiarity with Google Analytics/Ads, Wordpress
    • Best practices with search engine optimization and key words

AGENCY REPRESENTATIVE 

POSITIONS AVAILABLE IN: 
  • Wayne, PA (North East Region)
  • Oak Brook, IL (Midwest Region)
  • Detroit, MI ( Midwest Region)
  • Indianapolis, IN (Midwest Region)
  • Richmond, VA (Mid-Atlantic Region)
  • Boston, MA (New England Region)
  • Austin, TX (South Central Region)
  • Orlando, FL (Southeast Region)
  • Tampa, FL (Southeast Region)
  • Mission Viejo, CA (Northern California Region)

JOB FUNCTIONS: 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. *Assigned territory is TBD – pending where candidate resides.

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.

RETAIL WEB SPECIALIST

POSITIONS AVAILABLE IN:
  • Wayne, PA 
  • Oak Brook, IL 
  • Dallas/Houston, TX 

JOB FUNCTIONS:  Entry to intermediate level position focused on sharing the Apogee story with and driving submissions from independent retail agent customers to Apogee by demonstrating our web/phone quoting capabilities as well as build significant customer relationships.

  • Sales and Customer Visits
    • Conduct 20 customer visits weekly focusing on our small business unit.
    • Set-up meetings and send agendas to communicate expectations.
    • Share our story, ask probing questions and listen to customer responses.
    • Demonstrate quoting options such as web quoting and phone quoting.
    • Identify areas of opportunity, differentiate what we offer with what the customer has elsewhere and create action plans to earn the business.
    • Execute on the follow-up
    • Develop promotional materials to support the sales of carriers, products, and services.
    • Meet minimum sales activity goals – combination of submission flow, customer visits, and premium/binder production.
  • Customer Management:
    • Utilize sales software (ACT), account management software (AIM) and MS Office to manage customer relationships and delivery on takeaways/follow-up.
    • Monitor production of customers to achieve goals.
    • Communicate regularly with in-house account managers to learn about submission activity of assigned customers.
    • Build strong relationships with high impact customers.
  • Personal Development:
    • Enroll and complete formal insurance education program for both professional and personal development as outlined in individual development plan (AINS, P&C License)
    • Attend regular sales training sessions to improve sales skills, technical product knowledge, and competitor information.
CUSTOMER SERVICE ASSOCIATE
POSITIONS AVAILABLE IN: 
  • Wayne, PA 
  • Oak Brook, IL

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

QUALIFICATIONS REQUIRED:

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.

COLLEGE HELPER/INTERNSHIP- Administration Team
POSITIONS AVAILABLE IN:
  • Wayne, PA
  • Oak Brook, IL
  • Mission Viejo, CA

JOB FUNCTIONS: 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.

  • 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.

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