Licensed Insurance Agent
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- You’ve been in your role for at least 12 months (Some business areas may only require six months. Check with your HR consultant to confirm the appropriate requirement for your current business area.)
- Your last annual performance evaluation was no less than an overall “Successful”.
- You’re not currently on any type of performance warning or short-term objectives.
- You’re not currently on any type of behavioral or attendance warning.
POSITION SUMMARY:
The fundamental objective of the Licensed Consultant Trainee - Sales is to learn, apply, and demonstrate proficiency in the skills to be qualified to perform the Consultant level position. The Trainee will be trained in skills that progress in complexity while attending a structured learning environment. As such, regular and reliable attendance is critical in the Trainee role. A Trainee must acquire a sequence of skills necessary to perform the Consultant role, which includes handling inbound call center sales calls from prospective customers, identifying customers' insurance needs, recommending packages of coverage tailored toward the customers, selling the benefits of becoming a Progressive customer and closing the sale.
The duration of the Trainee role is typically 13 - 16 weeks. Thereafter, upon successful completion of training, the Trainee will graduate to the Consultant role.
ESSENTIAL DUTIES & RESPONSIBILITIES:
The essential duties and responsibilities listed below are representative of those required on the job. Incumbents may perform other duties and responsibilities as assigned. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential duties and responsibilities.
Commit to the onboarding experience by attending and participating in virtual or in person training. Adheres to CRM's new hire attendance policy through regular and reliable attendance. Demonstrate proficiency in the following tasks by successfully meeting progress goals. Identifies the customer's motive for calling and understands the customer's insurance needs. Shares expertise and pertinent information to ensure appropriate insurance coverage. Advocates Progressive's products and services through benefits selling. Asks for the customer's business, addresses objections. Cross sells and advocates Progressive's products and services. Utilizes different approaches to ask for and close the sale. Assists consumers who started a quote online via the internet or mobile device. Partners with a coach or supervisor to continually develop skills and improve results. Stays current on products, services, and procedures. Remains flexible in order to better meet the needs of the customer. Able to work variable and flexible hours, such as nights, weekends, and holidays in response to business needs. Rotating shift hours may be required. No regular travel required.
EDUCATION AND/OR EXPERIENCE:
- Education and/or experiences listed below are the minimum requirements for job entry.
- A minimum of 2 years relevant work experience.
- {OR} A minimum of 2 years post-secondary education
- This position requires an active Property and Casualty license; must remain compliant with licensing requirements
KNOWLEDGE, SKILLS/ABILITIES:
Knowledge, skills/abilities listed below are the requirements needed to be proficient in the job.
- Customer service, sales, and/or influencing others
- Ability to work in a fast-paced and changing environment
- Ability to effectively multi-task
- Effective verbal and written communication skills
- Ability to navigate through multiple computer systems simultaneously
- Demonstrated understanding of basic software applications (e.g., Outlook, Word, Excel, Lotus, Email)
- Typing or keyboarding skills
- Ability to learn how to sell a complex product requiring specific expertise and knowledge
- Ability to work independently or as part of a team
- Proven time management strategies
PHYSICAL REQUIREMENTS/WORKING CONDITIONS:
The physical requirements and working conditions listed below are representative of those required on the job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential duties and responsibilities.
Requires the use of typical office equipment (e.g., computers, phones, etc.) whether working from home or in office. Computer keyboarding, computer monitor and mouse use including reaching forward, grasping, finger and wrist manipulation, and neck bending and turning; near vision is necessary for computer monitor use. If working in-office, individual will work in a typical office environment. If working in an Emerging Workspace, or similar working arrangement, or working from more than one location lifting of laptop equipment, files and/or personal belongings weighing 10 lbs. or less is required. High-speed internet access is required if working from a home office, at the employee's expense unless otherwise required by law. If working from a home office, being visibly present and available on camera during the training and onboarding period is expected.
May require long periods of sitting.
May require prolonged repetitive use of the upper extremities.
