Description
This position will provide agency education and instruction on the web-based tools of Johnson & Johnson and USLI to already appointed independent insurance agents. Ā This person will also provide additional product information for a specific list of USLI products and develop sales strategies targeted at those products. Ā The geographic territory will be South Central/Dallas and this position will require extensive travel throughout this territory and will be responsible for conducting a minimum of 20 agency visits per week.
Job Responsibilities:
⢠Develop list of targeted USLI products and present these products on each agency visit to promote the use of the products by the Agency on a regular basis.
⢠Conduct Web Training to Agents & CSR for: USLI Products; Other J&J Products; Raters; JJPF; Accounting tools; and any other tools created for the agency to utilize to produce business on the web.
⢠Help CSRs and Agents with questions regarding doing business with J&J by ensuring the right person in the office is in contact with the Agency Representative with a question.
⢠Develop weekly Travel Plan to effectively execute 20 agency visits per week
⢠Interact with the Territory Managers, Marketing Representatives and Production Supervisors/Managers to identify and follow up on individual sales opportunities.Ā
⢠Update a weekly āDashboard Reportā with pertinent sales data to track results of agency visits and various sales activities; present report at a weekly or bi-weekly meeting.
⢠Utilize USLI sales training tools to create a friend in the agency, organize and execute effective sales calls and effectively train Agency Representatives on the Web based tools on the J&J website.
⢠Provide feedback and ideas for the development and revisions of a Web Products Sales Sheet.
⢠Must maintain all education requirements to perform in this position as set forth by management
⢠Must have and maintain valid driverās license and be eligible for company auto insurance.
Education and Work Experience:
⢠College degree OR equivalent business experience preferred but not requiredĀ
⢠Candidates will be expected to pursue continuing education and insurance designations/licenses as outlined in the training and development plan. This will require self-study.Ā
⢠Strong communication and organizational skills, networking and relationship ability and ability to work independently in a fast-paced environmentĀ
⢠Remain flexible under the pressure of a heavy workload and critical deadlinesĀ
⢠Open to coaching and continuous improvementĀ
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Knowledge Skills & Abilities:
⢠General knowledge of the Property-Casualty Industry
⢠Knowledge of J&J Property & Casualty products - ability to differentiate J&J products/services from competitors
⢠Knowledge of USLI Property & Casualty products - ability to differentiate USLI products/services from competitors
⢠Interest in selling products and services based on customer needs
⢠Strong customer service skills
⢠Ability to maintain confidentiality
⢠Capacity to analyze information and general math skills
⢠General knowledge of all applicable rating systems
⢠Research skills
⢠Attention to detail
⢠Decision making
⢠Coordination and organization of weekly Agency Visit Schedule and any follow-up items resulting from each agency visit
⢠Ability to multi-task, prioritize, make quick decisions and be flexible in a fast paced environment
⢠Computer experience: MS Word, Excel, PowerPoint
⢠Ability to be a team player and work productively with your teammates at J&J and USLI
⢠Excellent oral and written communication skills
⢠Exceptional interpersonal skills
⢠Ability to clearly and effectively present (both written and verbal) to external business partners, management and internal business partners
⢠Exhibits a professional appearance when representing the organization during agency visits or business meetings
⢠Strong negotiation skills
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