Cross Insurance
Personal Lines Marketing Representative/Team Leader
Cross Insurance, Scarsdale, New York, United States, 10583
The Cross Family of Agencies welcomes you. We need your talent and expertise.
Position:NewBusinessMarketingRepresentativeReportsTo:MARKETINGMANAGEROVERVIEWTheprimaryfunctionofthispositionistoworkautonomouslyorincollaborationwiththenewbusinessteamtoreceive,underwrite,quote,propose,createandprovideapplications/forms,andissuenewbusinessaccountsinaccordancewithagencyprocedures.DUTIES/ACTIVITIES• WorkinconjunctionwiththeteamtomeetgoalssetforthbytheMarketingManager.• Processsubmissionofapplicationsfornewbusinessaccount.• Maintainclientactivityintheagencyautomationsystem.• Remaincurrentoncoverage,formsandratestoeffectivelyaddresscustomer'sinsuranceneeds.• AssistDenisewithSocialMedia• Assumeotherjobresponsibilitiesasassigned.
Serve as lead problem solver for the new business team.
Cooperate with management to refine new business procedures optimizing the efficiency of the sales process.
Assess NB workflow to continuously implement changes necessary for efficiencies within compliance regulations.
Initiate leadership meetings that include Team Leader/Private Client (Angie), and PL Marketing Manager (Eli). The purpose of these meetings will be to develop efficient business practices addressing workflows, procedures and technology issues, and redistribute workloads as necessary.
Be the go-to person for NB teammates in the absence of NB team's Manager (Eli)
Weekly confirmation that all pending NB is added to the NB spreadsheet.
NATUREANDSCOPEThispositioniscriticaltothesuccessofourPersonalLinesNewBusinessUnit.Theprospect'sperceptionoftheMarketingRepresentative'sservice,responsiveness,knowledge,demeanorandoverallwillingnesstoaddresstheirneedsplaysakeyroleindeterminingiftheaccountisplacedwith AdvocateBrokerage/Cross Insurance or not.
PERFORMANCEDIMENSIONSTheMarketingRepresentative'sperformancewillbeassessedbytheabilitytoeffectivelyperformtheir job functionswithintheestablishedstandardsaswellasthroughthesubjectiveevaluationoftheMarketingManagerandCompanyandCustomerfeedback.
REQUIREDQUALIFICATONSAgencyPersonalLinesexperience/Brokerage 3+ yearsExcellent verbalandwritten communication skillsPropertyandCasualtyProducerslicenseAbilitytohandlemultipletaskssimultaneouslyinahighvolumeenvironmentSales/ProductionorientedAbilitytoworkwellwithothers
Position:NewBusinessMarketingRepresentativeReportsTo:MARKETINGMANAGEROVERVIEWTheprimaryfunctionofthispositionistoworkautonomouslyorincollaborationwiththenewbusinessteamtoreceive,underwrite,quote,propose,createandprovideapplications/forms,andissuenewbusinessaccountsinaccordancewithagencyprocedures.DUTIES/ACTIVITIES• WorkinconjunctionwiththeteamtomeetgoalssetforthbytheMarketingManager.• Processsubmissionofapplicationsfornewbusinessaccount.• Maintainclientactivityintheagencyautomationsystem.• Remaincurrentoncoverage,formsandratestoeffectivelyaddresscustomer'sinsuranceneeds.• AssistDenisewithSocialMedia• Assumeotherjobresponsibilitiesasassigned.
Serve as lead problem solver for the new business team.
Cooperate with management to refine new business procedures optimizing the efficiency of the sales process.
Assess NB workflow to continuously implement changes necessary for efficiencies within compliance regulations.
Initiate leadership meetings that include Team Leader/Private Client (Angie), and PL Marketing Manager (Eli). The purpose of these meetings will be to develop efficient business practices addressing workflows, procedures and technology issues, and redistribute workloads as necessary.
Be the go-to person for NB teammates in the absence of NB team's Manager (Eli)
Weekly confirmation that all pending NB is added to the NB spreadsheet.
NATUREANDSCOPEThispositioniscriticaltothesuccessofourPersonalLinesNewBusinessUnit.Theprospect'sperceptionoftheMarketingRepresentative'sservice,responsiveness,knowledge,demeanorandoverallwillingnesstoaddresstheirneedsplaysakeyroleindeterminingiftheaccountisplacedwith AdvocateBrokerage/Cross Insurance or not.
PERFORMANCEDIMENSIONSTheMarketingRepresentative'sperformancewillbeassessedbytheabilitytoeffectivelyperformtheir job functionswithintheestablishedstandardsaswellasthroughthesubjectiveevaluationoftheMarketingManagerandCompanyandCustomerfeedback.
REQUIREDQUALIFICATONSAgencyPersonalLinesexperience/Brokerage 3+ yearsExcellent verbalandwritten communication skillsPropertyandCasualtyProducerslicenseAbilitytohandlemultipletaskssimultaneouslyinahighvolumeenvironmentSales/ProductionorientedAbilitytoworkwellwithothers