1 job(s) at Acceptance Insurance
3416 State Rd 38 E Lafayette, Indiana 47905
Responsibilities of a Retail Office Managing Agent :
Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects.
Develop and maintain relationships with business partners around the community (e.g., car dealers, preferred insurance agents, loan processors, etc).
Perform outside marketing activities to generate company sales.
Prepare quotations on customer change requests to policies.
Participate in the interview process and recommend candidates for open team positions.
Train and develop Team Members regarding standard operating procedures and strong sales presentation delivery.
Effectively teach and demonstrate the Acceptance sales process.
Supervise daily functions of Team Members and effectively recommend disciplinary action or training as circumstances may warrant.
Receive and respond to all customer inquiries and complaints. Request any missing or required information from customers and follow up for that information.
Maintain strong knowledge of all company products, pricing, and policy features.
Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs.
Direct Team Members in tasks relating to scheduling and coverage of the retail office.
Follow-up routinely with customers on all open or unresolved issues including calling lapsed policy customers.
Answer the telephone in a prompt, professional, and courteous manner.
Report any and all conditions affecting customer satisfaction.
Maintain appropriate office records including, but not limited to, all time worked, reporting of sales activities, and other reporting as required by District or Regional Manager or Corporate Office