Now it’s time to start your training!
As I mentioned to you before, you are the new kid on the block. No need to worry we are going to
give you all the tools so that only lasts so long. This job description is going to give you an idea of what you are going to do on a day-to-day basis and help you achieve all of this.
This job description is going to give you an idea of what you are going to do on a day-to-day basis and help you achieve all of this.
Training Index: This is what your training will consist of:
Daily To Do’s
The purpose of having YOU in this position is so that you can find the best fit for the clients needs.
Cold Calling: a little bit of telemarketing…
• Call to get leads.
Gathering Information:
• Get all info necessary from client.
Create Profile in Management System:
• Input all clients info in management system.
Applications & Supplementals: These are necessary for the carrier to get us a quote.
• Fill out all applications.
• Fill out all supplementals.
Send File to Marketing:
Let’s get that quote!
• Send email to marketing
to quote.
PFA
• If needed request PFA.
Present: Sell it!!
• Call client to review quote.
• Collect payment.
• Get signed apps.
Send to Bind: Let’s
activate it!
• Send file to marketing to bind.
Renewals:
• Confirm information with client.
• Send to marketing.
Internal
Communication
Who will you be working with?
Better business Bureau ®