Entrepreneurial Agent Development Specialist - Il / In
LOCATION
Hybrid work environment with extensive travel required.
QUALIFICATIONS
High School diploma or equivalent, valid State Driver’s license, and at least two years of experience in insurance sales leadership or agent development. Must obtain and maintain appropriate State licenses as designated by ACG leadership.
RESPONSIBILITIES
Provide business consulting and support to Entrepreneurial Agents, develop agency business goals, support new business acquisition, coordinate training for new agencies, monitor agency activities, and ensure adherence to corporate policies.
INDUSTRY
Insurance and Financial Services
SHORT DESCRIPTION
The Auto Club Group is seeking an Entrepreneurial Agent Development Specialist to support and consult for insurance agents, driving agency success and retention while offering training and business insights.
Exempt/Non Exempt:
Salary
A DAY IN THE LIFE of a Entrepreneurial Agent (EA) Development Specialist
- Operate as a subject matter expert by becoming well versed on all components of the Connected Member Vision and product/sales knowledge.
- Assist assigned EAs in the development and implementation of agency business goals.
- Own and be accountable for agency success/retention and agent productivity and growth goals.
- Support the acquisition of profitable new business, influencing and motivating agents, driving growth, providing business insight and recommendations, ensuring agent and business retention, compliance, and reporting.
- Build trust and maintain strong relationships with assigned EAs and internal and external business partners.
- Source and refer local EA candidates to centralized recruiting.
- Interview candidates sourced from centralized recruiting.
- Liaise with centralized training and field EA support team on administrative and training tasks/activities. Support the installation and on-boarding processes when opening and establishing new agencies.
- Assist new agencies with critical business development activities post launch.
- Coordinate initial training for new agencies.
- Ensure agents have obtained appropriate training with in-depth understanding of all sales systems, product offerings, marketing procedures, back-office processes, etc.
- Evaluate effectiveness of training program.
- Provide training when necessary.
- Collaborate with centralized training and EA support teams to ensure that agents are trained and aware of all operations, systems and marketing processes and requirements.
- Participate in training assessment and the development and disbursement of product/marketing/service information.
- Evaluate effectiveness of training programs.
- Validate awareness and deep understanding of the full array of ACG product offerings.
- Provide additional training/coaching when necessary.
- Communicate potential sales incentive programs, compensation outcomes, as well as contractual bonus opportunities.
- Monitor agency business activities and prepare reports to summarize data.
- Conduct site visits, cash flow analysis and needs assessments/diagnostics to track progress, recognize best-in-class point-of-sale behavior, understand current EA segment and identify issues and opportunities for improvements.
- Research and analyze sales markets.
- Work with EA to create cultivation plans and means to address issues.
- Consult with EA making strategic/tactical recommendations as appropriate.
- Ensure adherence to corporate policies, practice and state regulations by auditing agent activity.
- Advise leadership on agent progress and report on non-compliant activity.
- When necessary, recommend and activate probationary processes or recommendations for termination. Complete accurate written call notes for all calls completed.
- Support various product and membership promotional campaigns to ensure meeting sales goals.
- Initiate, develop, execute and monitor projects.
- Provide updates to management.
- Collaborate with peers to guarantee the utilization of uniform, highly efficient processes across the corporate footprint.
- Serve our members by making their satisfaction our highest priority
- Do what’s right by sustaining an open, honest and ethical work environment
- Lead in everything we do by offering best-in-class products, benefits and services
- ACG values our employees by seeking the best talent, rewarding high performance and holding ourselves accountable
- Medical, dental and vision benefits
- 401k Match
- Paid parental leave and adoption assistance
- Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays
- Paid volunteer day annually
- Tuition assistance program, professional certification reimbursement program and other professional development opportunities
- AAA Membership
- Discounts, perks, and rewards and much more
- Possession of a valid State Driver’s license
- Currently hold or able to attain and maintain appropriate State Property & Casualty licenses within timeframe designated by ACG leadership
- May be required to attain appropriate State Life Sales licenses within timeframe designated by ACG leadership
- High School diploma or equivalent
- Two years of experience in insurance sales leadership and/or agent development to include coaching, mentoring, challenging and enabling others to successfully meet goals
- Experience to include some or all of the following:
- Motivating growth or rehabilitation of existing agency
- Developing plans to increase growth
- Building business relationships within a sales environment
- Demonstrating strong organizational, planning, time management and administrative skills
- Gathering, researching and analyzing data and making recommendations
- Conducting needs assessments and process improvement reviews
- Writing business plans/proposals
- Preparing reports and presentations and recommendations to all levels of management
- Best-in-class techniques used to:
- Influence and persuade others
- Develop and coach others
- Motivate and reward a successful sales team
- Insurance and financial products, services and regulations
- Sales techniques and delivery systems
- Independent contractor distribution channels
- Techniques used to coordinate and control major projects using
- Business drivers, marketing concepts, managing P&L, operational processes (i.e., in-bound/out-bound call strategy) and compensation plan design
- Influence, persuade and motivate non-employee agents
- Identify agent strengths, weaknesses, and model skills needed to facilitate agency rehabilitation in various areas including product knowledge, prospecting, professionalism, closing techniques, etc.
- Create and interpret sales models, results and return on investment reporting
- Demonstrate creativity and innovation in developing business, marketing and sales plans to meet the unique needs of assigned locations
- Demonstrate effective leadership/consulting skills to include motivating and influencing captive and/or non-captive agents and staff
- Possess written communication skills including the preparation of proposals, reports and technical writing
- Willingness and ability to extensively travel
- Willingness to relocate
- This is a hybrid work arrangement (time spent in office and remote). Depending on the employee's role and leadership's assessment, some employees will come in to an ACG facility on a weekly basis, a monthly basis, or on an "as needed" basis for key meetings and collaborative activities. Most employees will be required to come into the office, at a minimum, for important departmental meetings or teambuilding events.
- Work in a temperature-controlled office environment
- Extensive (up to 70% of work time) travel by automobile with exposure to road hazards and temperature extremes
- Willingness to work irregular hours
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