Top Agency Executive plans and directs all aspects of sales and distribution programs for the individual line of business through agencies. Designs, develops, and implements policies for the business lines within the agencies. Being a Top Agency Executive ensures the agencies meet budgeted financial goals in coordination with sales. Sets and monitors sales goals, coordinates with independent agencies, and supervises sales support staff. Additionally, Top Agency Executive requires a bachelor's degree. Typically reports to an executive. The Top Agency Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. Comprehensive knowledge of the overall departmental function. To be a Top Agency Executive typically requires 8+ years of managerial experience. (Copyright 2024 Salary.com)
About us
Ryan Whiteman Country Financial is a an Insurance Agency in Moline, IL. We are professional, agile and our goal is to help enrich the lives of the people in our community with great service and growth.
Duties and Responsibilities:
- Schedule Insurance and Financial annual Check ins.
- Schedule/Reschedule appointments for clients and prospects
- Provide insurance applications and other paperwork to clients for signature
- Handle customer service needs
- Handle and document client service issues
- Accept client payments and assist with billing issues
- Work with Home Office to discuss client policy changes
- Faxing, filing, mailing, copying, scanning, document shredding
- Maintain supplies of postage, office supplies and sales brochures
- Assist with office cleaning as needed
- Follow up with newly on boarded clients to insure they have everything they need
Preferred Skills and Qualifications:
- Excellent oral, written, and telephone skills
- Detail oriented and highly organized
- Strong personal computing skills including a working knowledge of Microsoft
products: Outlook, Excel, Word, and Access.
- Must be able to work with a wide variety of clients and agency personnel
Job Types: Full-time, Part-time
Pay: $14.00 - $16.00 per hour
Benefits:
Schedule:
Experience:
Ability to Commute:
Work Location: In person
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