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Posted: Wednesday, March 8, 2017 7:51 AM

Job Description:/h3:
Essential Duties and Responsibilities:
Core duties and responsibilities include the following. Other duties may be assigned.
Supports sales team, utilizing product and systems knowledge as well as research to determine pricing and coverage limitations. Ensures all qualified discounts are provided in presentation and coverages are adequate per client need.
Confers with sales team to develop proposal strategy, presentation method to be used, as well as timing based on underwriting approval.
Effectively manages agencies Lead Generation Agreements (LGAs) by quoting, based on time sensitivity, premium size and sales representative, making modifications as necessary and at times assists with the arrangment of contract signing.
Assists in the mutual referral coordination of prospects between F and G Agency, LLC and Fisher Golkin Group, LLC.
Checks for assigned policies and online leads throughout the week and proactively prepares new business proposals.
Participate in the renewal calling efforts to set review appointments, cross sell policies, and ensure clients are educated on their policies.
Handles a large volume of phone calls and emails; clearly communicate ideas, effectively responds to all aspects of customer or representative inquiries, requests regarding quotes, product/service information, discounts, pricing, etc.
Reviews all prospect and client company profiles to target specific client initiatives (i.e. affinity discounts, new product/store launches; social causes, new initiatives, new targets, etc.)
Delivers professional customer service at all times and documents all relevant activities in Agency CRM system (PipelineDeals).
Presents to customers in a way that reflects the company as a positive, professional organization dedicated to customer service.
Maintains confidentiality while working closely with client information.
Uses market research information to evaluate, adjust, and redirect prospects.
Prepares tailored proposals and presentations for each client.
Preferred Skills and Abilities
Positive attitude and ability to work within a team
Coordinator, administrator and/or customer service experience
Phone sales experience
Excellent communication skills : both written and verbal
Self:motivation and goal:orientation
Strong organizational, time management and follow:through skills
Desire to continually learn new products and services
Moderate to advanced computer skills
A favorable criminal record : no felonies
Physical Actions
Required job duties are essentially sedentary work consisting of occasional walking, standing and lifting and/or carrying 10 lbs. maximum, and seeing.
Physical Environment
Required job duties are normally performed in a climate:controlled office environment.
Education Requirements
Four:year college degree desired.
Experience Requirements
Minimum of 2 years business experience, or equivalent.
Property, Casualty and Life licensure.
Special Skills Requirements
None required.
What We Offer
We understand that excellent employees need excellent rewards, and acting as an Account Coordinator can be challenging, so we offer a company benefits package that includes:
:Base salary commensurate with experience and commission based on cross sales
:22 accrued paid days off per year (PTO) and additional paid holidays
:Health benefit plans for medical, dental and vision
:Career in a stable industry with upward mobility
:Training and support of a family oriented business partner with over 80 years of experience
:Company sponsored CE and licensing programs
:A top rated training program addressing in all facets of the business : sales, products, marketing and customer serviceCompany Description:/h3:
Founded in 2012, F and G Agency, LLC is the first multi:state retail insurance agency in the form of a Limited Liability Corporation (LLC) to partner with the Farmers Insurance Exchanges and Group of Compa

Source: https://www.tiptopjob.com/jobs/64135701_job.asp?source=backpage


• Location: Allentown, easton

• Post ID: 37484675 allentown
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