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Summary

Marketers work to increase Agency New Accounts by contacting potential prospects via telephone. Using scripts, Marketers contact and inform prospects of the company's products or services for the purpose of securing sales appointments for agents or Sales Associates. Marketers are responsible for tracking marketing methods used, as well as outcomes.

 

Core job duties

Core job duties include, but are not limited to:

   Contact businesses or private individuals by telephone in order to secure appointments for agent/Sales Associate follow up

   Obtain prospect information such as name, address, and payment method, and current insurance and risk information

Record names, addresses, purchases, and reactions of prospects contacted Adjust sales scripts to better target the needs and interests of specific individuals Telephone or write letters in response to correspondence from customers, or to follow up on initial sales contacts

Maintain records of contacts and activity

Schedule appointments for agent/Sales Associate to meet with prospective customers Deliver prepared sales talks, reading from scripts that persuade potential prospects to meet with agent/Sales Associate with the intent to purchase insurance products

   Perform other duties as assigned

 

Core competencies

Communication: Has acceptable verbal communication skills Teamwork: Accepts feedback when offered, and works well with others

Business Results: Has ability to meet individual performance, metrics, and goals Drive and Productivity: Is able to bring about great results from ordinary circumstances; prepare for problems or opportunities in advance; undertake additional responsibilities; and respond to situations as they arise without supervision

Innovation: Accepts innovation and improvement recommendations

 

 

Preferred skills and abilities

Four-year college degree highly preferred. High school diploma or equivalent required. Previous customer service experience highly preferred. Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, bilingual capabilities (if applicable to the area) and strong verbal and written communication skills.

 

Note: This position may require having the flexibility to work nonstandard hours/shifts, and have the ability to adhere to a structured schedule.