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 agentCustomer 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 complaintsAgency 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