Entrepreneurial Insurance Agent Development Specialist - Metro Detroit

Full time

Exempt/Non Exempt:

Salary

Location Details :
Hybrid. The EADS must reside within southeastern Michigan/Metro Detroit area.

Position

Schedule:

Monday through Friday, 8:30 a.m. to 5:00 p.m.

Position Summary:

The Entrepreneurial Agent Development Specialist (EADS) serves as a business consultant and partner by providing tactical and strategic support to Entrepreneurial Agents (EA) in the assigned geography. This position requires regular travel to agents’ office locations within assigned Metro Detroit geography.

• Operate as a subject matter expert by becoming well versed on all components of the Connected Member Vision and product/sales knowledge.
• Assist assigned EAs in the development and implementation of agency business goals.
• Own and be accountable for agency success/retention and agent productivity and growth goals.
• Support the acquisition of profitable new business, influencing and motivating agents, driving growth, providing business insight and recommendations, ensuring agent and business retention, compliance, and reporting.
• Build trust and maintain strong relationships with assigned Eas and internal and external business partners.
• Source and refer local EA candidates to centralized recruiting.
• Interview candidates sourced from centralized recruiting.
• Liaise with centralized training and field EA support team on administrative and training tasks/activities. Support the installation and on-boarding processes when opening and establishing new agencies.
• Assist new agencies with critical business development activities post launch.
• Coordinate initial training for new agencies.
• Ensure agents have obtained appropriate training with in-depth understanding of all sales systems, product offerings, marketing procedures, back-office processes, etc.
• Evaluate effectiveness of training program.
• Provide training when necessary.
• Collaborate with centralized training and EA support teams to ensure that agents are trained and aware of all operations, systems and marketing processes and requirements.
• Participate in training assessment and the development and disbursement of product/marketing/service information.
• Evaluate effectiveness of training programs.
• Validate awareness and deep understanding of the full array of ACG product offerings.
• Provide additional training/coaching when necessary.
• Communicate potential sales incentive programs, compensation outcomes, as well as contractual bonus opportunities.
• Monitor agency business activities and prepare reports to summarize data.
• Conduct site visits, cash flow analysis and needs assessments/diagnostics to track progress, recognize best-in-class point-of-sale behavior, understand current EA segment and identify issues and opportunities for improvements.
• Research and analyze sales markets.
• Work with EA to create cultivation plans and means to address issues.
• Consult with EA making strategic/tactical recommendations as appropriate.
• Ensure adherence to corporate policies, practice and state regulations by auditing agent activity.
• Advise leadership on agent progress and report on non-compliant activity.
• When necessary, recommend and activate probationary processes or recommendations for termination. Complete accurate written call notes for all calls completed.
• Support various product and membership promotional campaigns to ensure meeting sales goals.
• Initiate, develop, execute and monitor projects.
• Provide updates to management.
• Collaborate with peers to guarantee the utilization of uniform, highly efficient processes across the corporate footprint.

• Serve our members by making their satisfaction our highest priority
• Do what’s right by sustaining an open, honest and ethical work environment
• Lead…