Job Description
Job Description Description: CoVerica Agency Alliance is the regional representative of SIAA in North Texas. As an agency partnership, we represent over 90 local agencies, including our own. Our focus is on enhancing business through agency development, providing increased revenue opportunities, carrier access, and frequent member events. We have a strong track record of success, paying out over $4.5 million in profit sharing to our regional members in FY 2020.
Job Summary:
The Agency Recruiter is responsible for growing the existing network of Independent Strategic Members (ISM) in their assigned region by working with existing Member agencies as well as recruiting and appointing new Members. Under the general direction of the Regional Vice President, the Agency Recruiter will be responsible for prospecting for and signing new independent agencies within our assigned territory. The Agency Recruiter will develop a territory plan and then execute it in order to meet/exceed their quarterly/annual goals.
This is a hybrid position with a minimum of 2 days in the office.
Essential Duties and Responsibilities:
Develop and maintain a comprehensive working knowledge of the CAA Independent Satellite Member (ISM) Recruitment program.
Work in concert with SIAA and or CoVerica Marketing Department relative to identifying and recruiting ISM's.
Participate in company and agency functions to network for company appointments and ISM prospect leads.
Develop, review and analyze information on ISM prospects in order to establish suitability for Membership in the network.
Negotiate and execute Independent Strategic Member Agreement as provided by CAA.
Meet with company marketing reps to secure ISM appointments and/or sub-codes.
Review company experience reports to assure quality business is being written by the ISM's.
Participate in meetings on topical network subjects in conjunction with home office.
Coordinate and conduct regular visitation with ISMs to review opportunities and Member Services including utilization of SIAA Income Calculator.
Negotiate and monitor book transfers for ISMs.
Act as a liaison between ISMs, CAA and Companies.
Institute and monitor ISM rehabilitation program if necessary in conjunction with ADFS
Actively support and serves as a role model for company mission and core values.
Help formulate and uphold policies and procedures needed for company-wide effectiveness, profitability, and compliance with state and federal law.
Maintain an accurate CRM with the proper staging of opportunities, deal notes, and close dates, follow up within specified timeframes on all opportunities
Document all activities and visits by tracking and/or using set regard in CRM.
If needed, delegate a task to a co-worker by way of CRM or Outlook.
Other duties as directed.
Essential Behavior Requirements:
These behaviors are based on CAA's cultures and values critical to support the mission of the organization.
Agency Interaction
Respect all people, value the differences, and deal with them in the way we want to be dealt with
Go the extra mile to give members knowledgeable advice and service to maximize their benefit and create value
Deal with our members keeping an eye on profitability for them and for ourselves
Treat our members like partners
Business Practices
Tirelessly pursue new growth opportunities for our members, our companies, and ourselves
Focus on commitments and profitability with all companies and members
Research and utilize technology to enhance all that we do
Innovate, create, and foster the entrepreneurial spirit
Select business relationships carefully
Culture
Create value for our agencies and we create value for ourselves
Build long-term relationships based on honesty and integrity
Learn from our experiences and seek improvement
Use tenacity and persistency to win every time
Strive for the best image and reputation
Take ownership in all that we do
Requirements:
Qualifications:
Education and/or Experience
Bachelor's degree (B.A.) from four year College or university; or four to six years related experience and/or training; or equivalent combination of education and experience.
Additional Notes: Property and casualty insurance company, wholesale insurance, and/or agency experience required. Ability to travel. Ability to multi-task in fast paced environment. Comfortable with independent work as well being a team leader. Must have ability to communicate effectively one–on-one and to larger groups via multiple mediums.
Language Skills
Ability to read, analyze, and interpret the most complex documents. Ability to respond effectively to the most sensitive inquiries or complaints. Ability to write and give speeches to a varied group of people.
Mathematical Skills
Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
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