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

Assist leadership in day-to-day operations to ensure efficient office environment

• Manage and maintain executives’ schedules, appointments and travel arrangements
• Liaise information and maintain communication with various internal and external teams
• Monitor, screen, and respond to and distribute incoming communications

Lead various recruiting efforts and coordination amongst team, candidates and LinkedIn

• Attract and coordinate applicants through recruiting sources such as LinkedIn
• Determine applicant qualifications by screening applicants, analyzing responses, verifying references, comparing qualifications to job requirements
• Arrange leadership interviews by coordinating schedules, escorting applicants to interviews, arranging community tours
• Evaluate applicants by administering applicant testing, Caliper assessments, compiling leadership assessments, and interviewing candidates and discussing position qualifications.

Lead corporate customer and market initiatives

• Organize events such as conferences, corporate retreats, trade shows, business and sales meetings, and employee appreciation events
• Coordinate and monitor event timelines and ensure deadlines are met
• Manage event logistics, including registration and attendee tracking, presentation and materials support and pre- and post-event evaluations
• Communicate with regional sales team leaders regarding upcoming tradeshows, conventions, future meetings, etc.

Move Cultural Initiatives Forward

• Review operating practices and implement improvements where necessary
• Keep executives informed daily of team member absences, anniversaries/birthdays
• Organize monthly expense reports and track daily companywide progress reports

Qualifications Required

• Creative, energetic, outgoing, positive attitude, demonstrating high sense of ownership
• Multi-tasking, friendly, team player with solid street smarts , high sense of urgency and time management skills
• Highly organized, competitive individual whom takes initiative to create results
• EDUCATION: College Bachelor’s Degree
• EXPERIENCE: 2+ years of prior business experience in fast paced environment