Marketers work to increase agency policies in force by contacting potential prospects via telephone. Using scripts, marketers contact and inform prospects of the company’s products or services for the purpose of securing sales appointments for agents or agency producers. Marketers are responsible for tracking marketing methods used and outcomes.
Duties including but not limited to:
Contact businesses or private individuals by telephone in order to secure appointments for agent/producer follow up
Obtain prospect information such as name, address, and payment method, and current insurance and risk information
Record names, addresses, purchases, and reactions of prospects contacted.
Adjust sales scripts to better target the needs and interests of specific individuals
Telephone or write letters to respond to correspondence from customers or to follow up initial sales contacts
Maintain records of contacts and activity
Schedule appointments for agent/producer to meet with prospective customers
Deliver prepared sales talks, reading from scripts that persuade potential prospects to meet with agent/producer with the intent to purchase insurance products
Perform other duties as assigned
Business Results – Ability to meet individual performance, metrics and goals.
Drive and Productivity – Able to bring about great results from ordinary circumstances; prepare for problems or opportunities in advance; undertake additional responsibilities and respond to situations as they arise without supervision.
Innovation – Accept innovation and improvement recommendations
Communication – Acceptable verbal communication skills.
Team Work- Accept feedback when offered and work well with others.
Preferred Skills and Abilities
Four-year college degree highly preferred. High school diploma or equivalent required. Previous customer service experience highly preferred. Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills and strong verbal and written communication skills.
Note: This position may require having the flexibility to work nonstandard hours/shifts and having the ability to adhere to a structured schedule.