Coverica Alliance
Personal Lines Sales Mentor
Coverica Alliance, Dallas, Texas, United States, 75215
Benefits:
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Tuition assistance
Vision insurance
Job Summary
Under the immediate direction of the AccessPlus Team Lead, the Personal Lines Sales Mentor is responsible for the distribution of quotes and bind requests to other AccessPlus team members, and also the quoting and writing of new business accounts on behalf of member agents. This position works closely with our member agents (agency principals, account managers and producers) and insurance carriers to streamline the delivery of information regarding new business opportunities and the new business process. This position requires a high level of prioritization and organizational skills as well as exceptional interpersonal skills.
Essential Duties and Responsibilities
Keep track of submission requests on Sales Force, making sure to distribute quotes based on mentorship assignments.
Review new business applications or bind requests for completeness.
Identify and proactively contact responsible member agent to obtain any missing information and/or receive clarification on any information needed to quote and/or bind the account.
Finalize quote online with appropriate companies or submit to appropriate carriers depending on the carrier’s new business restrictions/requirements.
Forward quotes as received to ISM for their review.
In the event standard markets are not available, seek and provide complete information to ISM for alternative coverage options (MarketFinder, carriers agent might be directly appointed with, etc.).
Issue policies through insurance carrier’s website upon receipt of complete bind request.
Actively engage and mentor new agents with respect to the completion of applications, insurance products available in the marketplace and insurance companies that can provide said insurance products.
Meet and/or exceed all assigned submission goals on an annual basis.
Meet and exceed all required time standards on a weekly, monthly and yearly basis.
Walk new member agents through Personal Lines AccessPlus mentorship program, with emphasis on quality of business written and being strategic about companies to place business with.
Conduct quality assurance audits for any bind confirmations received (# of audits on bind confirmations will vary).
Assist in the planning and implementation of ongoing training initiatives for member agents, including CoVerica retail, and third parties seeking professional training and direction on independent agent processes and procedures for sales & service.
Coordinate, plan and assist with monthly, quarterly and annual meetings for member agents.
Proactively communicate and collaborate with external and internal customers to assess and meet information needs.
Assist with content creation and rough drafts on various marketing material specific to the alliance, including monthly newsletters, white papers, and stewardship reports.
Successfully engage in multiple initiatives simultaneously.
Responsible to work collaboratively with others (internally and externally) to achieve common objectives, goals and results.
Additional duties as directed.
Additional Skills and Attributes
Highly organized.
Polished and professional appearance.
Excellent verbal and written communication skills and the ability to interact professionally with a diverse group – executives, managers, and subject matter experts.
Essential Behavior Requirements
These behaviors are based on CoVerica Agency Alliance’s cultures and values, which are critical to the fulfillment of our mission statement.
Agency Interaction
Respect all people, value differences, and deal with others the way you want to be treated.
Go the extra mile to give members knowledgeable advice and service to maximize their benefit and create value.
Handle our members with an eye on profitability for them and for ourselves.
Treat our members like business partners.
Business Practices
Tirelessly pursue new growth opportunities for our members, our companies, and ourselves.
Focus on commitments and profitability with all companies and members.
Research and utilize technology to enhance all that we do.
Innovate, create, and foster the entrepreneurial spirit.
Select business relationships carefully.
Culture
Create value for our agencies and we create value for ourselves.
Build long-term relationships based on honesty and integrity.
Learn from our experiences and seek improvement.
Use tenacity and persistency to win every time.
Strive for the best image and reputation.
Take ownership in all that we do.
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Tuition assistance
Vision insurance
Job Summary
Under the immediate direction of the AccessPlus Team Lead, the Personal Lines Sales Mentor is responsible for the distribution of quotes and bind requests to other AccessPlus team members, and also the quoting and writing of new business accounts on behalf of member agents. This position works closely with our member agents (agency principals, account managers and producers) and insurance carriers to streamline the delivery of information regarding new business opportunities and the new business process. This position requires a high level of prioritization and organizational skills as well as exceptional interpersonal skills.
Essential Duties and Responsibilities
Keep track of submission requests on Sales Force, making sure to distribute quotes based on mentorship assignments.
Review new business applications or bind requests for completeness.
Identify and proactively contact responsible member agent to obtain any missing information and/or receive clarification on any information needed to quote and/or bind the account.
Finalize quote online with appropriate companies or submit to appropriate carriers depending on the carrier’s new business restrictions/requirements.
Forward quotes as received to ISM for their review.
In the event standard markets are not available, seek and provide complete information to ISM for alternative coverage options (MarketFinder, carriers agent might be directly appointed with, etc.).
Issue policies through insurance carrier’s website upon receipt of complete bind request.
Actively engage and mentor new agents with respect to the completion of applications, insurance products available in the marketplace and insurance companies that can provide said insurance products.
Meet and/or exceed all assigned submission goals on an annual basis.
Meet and exceed all required time standards on a weekly, monthly and yearly basis.
Walk new member agents through Personal Lines AccessPlus mentorship program, with emphasis on quality of business written and being strategic about companies to place business with.
Conduct quality assurance audits for any bind confirmations received (# of audits on bind confirmations will vary).
Assist in the planning and implementation of ongoing training initiatives for member agents, including CoVerica retail, and third parties seeking professional training and direction on independent agent processes and procedures for sales & service.
Coordinate, plan and assist with monthly, quarterly and annual meetings for member agents.
Proactively communicate and collaborate with external and internal customers to assess and meet information needs.
Assist with content creation and rough drafts on various marketing material specific to the alliance, including monthly newsletters, white papers, and stewardship reports.
Successfully engage in multiple initiatives simultaneously.
Responsible to work collaboratively with others (internally and externally) to achieve common objectives, goals and results.
Additional duties as directed.
Additional Skills and Attributes
Highly organized.
Polished and professional appearance.
Excellent verbal and written communication skills and the ability to interact professionally with a diverse group – executives, managers, and subject matter experts.
Essential Behavior Requirements
These behaviors are based on CoVerica Agency Alliance’s cultures and values, which are critical to the fulfillment of our mission statement.
Agency Interaction
Respect all people, value differences, and deal with others the way you want to be treated.
Go the extra mile to give members knowledgeable advice and service to maximize their benefit and create value.
Handle our members with an eye on profitability for them and for ourselves.
Treat our members like business partners.
Business Practices
Tirelessly pursue new growth opportunities for our members, our companies, and ourselves.
Focus on commitments and profitability with all companies and members.
Research and utilize technology to enhance all that we do.
Innovate, create, and foster the entrepreneurial spirit.
Select business relationships carefully.
Culture
Create value for our agencies and we create value for ourselves.
Build long-term relationships based on honesty and integrity.
Learn from our experiences and seek improvement.
Use tenacity and persistency to win every time.
Strive for the best image and reputation.
Take ownership in all that we do.