Job Opportunities in United States
September 16, 2024
Parker Clay Allstate Insurance
West Memphis
FULL TIME
Client Onboarding Specialist
The position will be responsible for generating New Business premium & policies for the agency. The position will be responsible for explaining and position appropriate policies for prospective clients that come into the agency. The position will be responsible for executing the sales system as outlined by the agency. The position will be held accountable for the following items:
1. Effective Execution of Agency Sales System2. Base Production Numbers3. 90 Day Retention of all New Business4. Adherence to Compliance & Underwriting Procedures5. Upholding Agency New Business Standards
Position Function
I. Responsible for actively soliciting and following up with prospective clients.II. Responsible for same day turn around of all prospective quotes III. Responsible for understanding all company underwriting guidelines and procedures IV. Responsible for increasing capacity on a monthly basis with respect to quoting and follow-up volume V. Responsible for generating referrals actively outside of the agencies marketing systems VI. Responsible for handling overflow phone answering when the Account Agent is on the phone with a client
Additional Compensation:
Pay: $40,000.00 - $100,000.00 per year
Benefits:
Education:
1. Effective Execution of Agency Sales System2. Base Production Numbers3. 90 Day Retention of all New Business4. Adherence to Compliance & Underwriting Procedures5. Upholding Agency New Business Standards
Position Function
I. Responsible for actively soliciting and following up with prospective clients.II. Responsible for same day turn around of all prospective quotes III. Responsible for understanding all company underwriting guidelines and procedures IV. Responsible for increasing capacity on a monthly basis with respect to quoting and follow-up volume V. Responsible for generating referrals actively outside of the agencies marketing systems VI. Responsible for handling overflow phone answering when the Account Agent is on the phone with a client
Additional Compensation:
- Commission
- Paid time off
- No
- No
- Team Lead
- Monday to Friday
- 5PM
- 8AM
Pay: $40,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Life insurance
- Paid time off
- Parental leave
- Referral program
- Retirement plan
- Monday to Friday
Education:
- High school or equivalent (Required)
- Insurance: 1 year (Required)
- Insurance License (Required)
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