Agency Sales Support Specialists are hired by Agents to assist in producing appointments, applications and sales through lead generation and follow up. This position lets you get a feel for a career as an Agent without the commitment of owning the business – it is a great opportunity to learn from and work alongside a successful entrepreneur. You’ll receive training and support as you handle a full scope of responsibilities, including customer relations, sales and marketing and agency office operations.
Although each agent has the discretion to determine your appropriate job duties and qualifications, an example of the types of duties and qualifications for the position include:
Sales and Marketing
- Coordinate agency prospecting through direct mail, company prospecting programs and Personal Insurance Reviews.
- Understand products, procedures and best practices for promoting policy growth and retention
- Schedule/confirm appointments for agent
- Achieve individual production goals as established by agent
Customer Relations
- Discuss insurance product offerings with current and potential customers
- Maintain high customer service standards to attract and retain customers
- Advise customer of claims and billing policies and procedures as needed
- Respond to inquiries, issues and complaints
Agency Office Operations
- Administer office practices and procedures
- Maintain information in the agency’s customer database for future follow up
- Manage agency correspondence as required
- Continue to maintain and develop knowledge of American Family products and services and support efforts to increase agent business