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 help build a positive brand and a positive and supportive team environment that will help us differentiate from other companies.
Gathering Information: Need all the info possible or how else are we going to insure them?
• Create a new file
• Fill out necessary apps
• Order loss runs
• Request IFTAS
• Get trucks/values
Send File to Marketing: Let’s get that quote!
• Send file to marketing rep to quote once all infromation is gathered.
• Answering underwriting questions.
Present: Sell it!!
• Get complete quotes from marketing
• Analyze quotes to make sure its right
• Call client
• Go over their options
• Once you get the “yes” fill out binding applications and send to Binding CSR.
Renewals: Time for their
new policy.
• Run renewal report and send over to renewal person.
Conduct Team Meetings: Proactive planning.
• Keep track of #’s
• Gather team infomationsL sales, retention, claims, etc.
• Analyze all the data and see what needs to be done and what should be improved.
• Strategize upd and downs.
• Communicate with operations.
• Oversee hires for the department.
• Train new positions.
Help Motivate Team: Influencing the team to reach their full potential.
• Find ways to keep them going and working hard to reach top tier.
Internal
Communication
Who will you be working with?
Better business Bureau ®