Agency Development Coach

Job Description

Job Description

This unique position is built for licensed insurance professionals who want to build on existing sales and

leadership experience to develop and implement skills essential for eventually running their own business.

Successful candidates will be budding entrepreneurs who want an opportunity to learn processes and leverage

technology that can help them take advantage of future opportunities to build a successful business of their own,

while having the opportunity to make strategic decisions from day one on various aspects of insurance industry

sales, operational and planning processes. To inform and refine business development strategies, the employee will

leverage their experience to uncover customer needs, offer tailored insurance solutions, and close sales across

multiple lines of businesses. Employees in this role can select and develop their own professional development

paths, lead sources, lines of business focus, sales approaches, customer engagement strategies, and business

operation and growth plans. Like the future business owners they aspire to be, these employees will need to balance

the demands of direct and field marketing, centers of influence development, rapport building, and technical policy

analysis with strategic and operational business planning. To succeed in this role, an employee must exercise

independent judgment with respect to determining business development priorities, selecting growth strategies,

allocating marketing resources, networking with external centers of influence, evaluating resources and systems,

and developing operational plans that materially impact revenue growth, customer acquisition, and long term

portfolio performance. Coaches will be contractors.

Career Growth Opportunities

Hands on Training

Health Insurance

Develops and executes an individualized business development strategy to achieve revenue, growth, and portfolio

objectives aligned with organizational goals. Evaluates available lead sources, develops additional lead sources

through external centers of influence and business networking groups, assesses market opportunities, identifies

target customer segments and determines how to prioritize time, follow-up efforts, and outreach strategies.

Actively contacts prospects to establish rapport, uncover coverage needs through probing questions, and convert

quotes into active policies. Sells and cross-sells insurance products, including auto, home, life, specialty and/or

commercial policies. Conducts thorough discovery and customer coverage reviews to understand customer needs and

offer applicable coverages and limits based on underwriting guidelines. Assesses risk exposures and long-term

insurance requirements. Provides customers with strategic insurance insights and service support, including

responding to written and telephone inquiries and resolving routine and complex service requests through

collaboration with appropriate personnel.

Establishes daily, weekly, and monthly activity strategies based on market opportunity and business strategy

analysis. Identifies target customer segments and tailors prospecting and sales approaches accordingly. Expands

relationships with target customers, referral contacts, and other stakeholders. Determines how to independently

manage time and how to build and manage an individual book of business.

Completes professional development milestones that include assigned and self-selected activities to customize their

own development path, obtains a Life and Health license (if not already in place), stays current on product

knowledge and industry trends through internal training and external seminars to build advanced subject matter

knowledge. Achieves program production, strategy and development requirements within required timeframes. Maintains

accurate records in tracking systems to enable reporting and performance analysis.

Performs other duties as assigned.

Frequently sits for prolonged periods of time, up to a full shift.

1 of 2

Occasionally moves about the workplace including, navigating stairs, ramps, and level or uneven surfaces.

Occasionally moves, pushes, pulls, lifts, carries, and/or places objects or materials weighing up to 25 pounds

without assistance.

Frequently uses shoulders, arms, hands, and fingers to manipulate equipment, tools, and objects necessary to

perform job duties.

Frequently performs fine motor tasks such as typing, mousing, or writing, up to a full shift.

Rarely performs movements such as bending, stooping, crouching, kneeling, twisting, and reaching overhead or below

the knees.

Possesses clear vision, with or without correction, to visually read and verify information. Relies on depth

perception and peripheral vision to navigate the work environment visually by identifying barriers, changes in

terrain and locating objects.

Possesses adequate hearing, with or without correction, to communicate with co-workers, respond promptly to

auditory signals or alarms, and discern sounds essential for maintaining safety and productivity in the workplace.

Jobs in this category require rare, if any, travel.

High School Diploma or equivalent required.

Property and Casualty license required upon hire.

Life and Health license upon hire preferred.

Strong verbal communication and listening skills.

Possesses strong technical aptitude.

Other. Self motivated with a proactive, results driven mindset and positive attitude.