Apogee Insurance Group · 2 weeks ago
Associate Agency Representative (Entry Level Sales Role)
King of Prussia, PA
Full-time
Onsite
Entry Level
1+ years expApogee Insurance Group is a Berkshire Hathaway specialty broker focused on Professional and Management Liability. They are seeking an Associate Agency Representative to generate new business opportunities and develop customer relationships with independent retail agents.
Insurance
Responsibilities
Generate New Business Opportunities from independent retail insurances agencies by outbound sales activity
Share the Apogee Story with independent retail agents, including our service promises, our specialization, speed, accessibility, and value-added service
Utilize sales skills to demonstrate the features and benefits of all Apogee products and services
Ask probing questions to uncover customer pain and obstacles in regards to professional and management liability. Convert these entry-points to new business applications (asking where Apogee can fit that need)
Follow up on previously discussed prospects to convert to new business opportunities
Follow up on lost opportunities from prior years and convert leads to formal activity
Drive submission and premium production to meet minimum sales activity goals – combination of submission flow, customer virtual visits, and premium/binder production
Become well-versed in current industry-related events and market changes to drive relatable opportunities
Work to know assigned territory and customers, building trusting relationships and Apogee believers
Grow the Apogee brand by prospecting for new customer potential in assigned territory; identify cluster groups, agency networks, or any other customer groups and work in conjunction with other team members to formulate a plan of action
Be a customer advocate during the insurance application/underwriting and quoting process
Monitor production of customers to achieve goals
Schedule joint video conferencing customer appointments with carrier partners and in-house product experts/leadership quarterly
Communicate regularly with in-house account managers to enhance knowledge about submission activity and partner with in-house team to enhance the quoting process to meet the needs of the individual customer
Attend and engage in territory customer networking/industry events (to identify new customer prospects and convert current customer prospects to customers)
Utilize sales software (ACT), account management software (AIM) and MS Office to manage customer relationships and update customer profiles
Qualification
Required
P&C License (must obtain within first 90 days of employment)
Excellent verbal presentation and computer skills
Energetic, goal-oriented, methodical, accountable, and has a positive attitude
Multi-tasking, team player with time management and organizational skills
Motivated and results-driven personality, with an entrepreneurial drive
Preferred
Bachelor's degree is preferred
1-3 years of hands-on experience in customer service, communication, sales, or marketing is preferred, but recent graduates are encouraged to apply!
Prior insurance product knowledge and insurance education – a plus!
Benefits
Base salary and benefits package plus year end performance-based bonuses
Collaborative and fun company culture with healthy work-life balance
Receive compensation for training and continuing education while you learn the business
Frequent customer interaction and networking opportunities, including carrier and customer outings, insurance industry events, etc.
Free lunch provided daily (from when working within the office)
Full gym on site (from when working within the office)
Company phone & Surface laptop provided
Company
Apogee Insurance Group
Our team is a group of energetic, knowledgeable, and dependable professionals certified in training customers on professional liability forms and coverage.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase