GENERAL PURPOSE OF JOB
The Marketing Representative is accountable for the daily management and business relationship between the Company and a specific group of independent agents. Responsibilities range from establishing and managing agent’s annual business plans against the Company’s strategic business goals, developing, implementing and monitoring various sales programs, to training all levels within the agency regarding specific rating and service functions to be in compliance with Palisades rules and guidelines. The Marketing Representative serves as the liaison between all the functional departments within the Company and our agents, thereby maintaining the relationship between Company and Agent.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Accountable for developing production goals and commitments for each agent by acquisition source based on their individual action plan.
Accountable to manage and monitor production results against budgeted production goals both individually by agent and for the marketing territory, communicate results to agents, and modify behavior to adhere to plan.
Develop, train, implement and monitor sales programs and campaigns within each agency.
Review the profile of each agent’s book of business against the Company’s overall book to develop individual action plans for improvement. Set up and manage a defined follow up plan to monitor results.
Document each agency’s long and short-term management plan and commitments, adherence to that plan or commitment, and follow up items. Continually review the existing agent base and make recommendations as to the ongoing status of each agent.
Prepare territory reviews.
Implement target market information to agents both with respect to preferred acquisition sources and risk characteristics.
Identify service problems, communicate them to the appropriate internal staff, address and resolve the issue, and communicate the resolution to the agent. Visit 4-5 Agents daily to provide all the servicing needs for each assigned agent.
Develop, maintain and document an updated, thorough and in-depth knowledge of all company products, guidelines, and procedures in order to provide training for rollover, new business submissions, and company philosophy.
Maintain an understanding of the regulatory issues regarding NJ personal auto insurance.
Gather current competitive and marketing information on our competitors, communicate changes to the internal staff, and analyze and interpret these changes and their possible impact to the Company.
Prospect new agents based on our current appointment goals. Analyze and prepare the profiles of agents interested in appointments. Communicate decisions back to the prospect.
ESSENTIAL SKILLS
Proven sales skills. Must have the ability to close or complete the sale.
Strong communication skills both orally and written. Ability to perform presentations in a large group or work one-on-one at all levels.
Strong interpersonal skills. Ability to manage change and conflict.
Ability to work independently, away from the office. Must be focused and self-motivated.
Ability to interpret, assimilate, and translate data.
Strong organizational skills. Attention to detail.
OTHER DUTIES AND RESPONSIBILITIES
Comply with all safety policies, practices and procedures.
Participate in proactive team efforts to achieve departmental and company goals.
Provide leadership to others through example and sharing of knowledge/skill.
Perform other duties as assigned.
EDUCATION and EXPERIENCE
Bachelor's degree (B. A.) from a four-year college or university and at least one year of Sales/Marketing experience required. Previous New Jersey Personal Auto Insurance experience preferred.
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