Marketing Representative Job at Bluefire Insurance in Fresno

The Role:

The Marketing Representative will be responsible for a designated territory and managing all aspects of the independent insurance agent/broker relationship by providing best in class service with an emphasis on meeting or exceeding state, territory and account level business plans.

Territory Financial Results

• Meet or exceed expected revenue and profitability goals in assigned territory.
• Use planning software to determine plan vs. actual revenue and profitability.

Agent quality

• Work with agents ensuring they have acceptable loss ratios and claim frequencies.
• Manage agent NSF and delinquent accounts.
• Manage audit results.
• Manage quality assurance and discount management from agents.
• Rehabilitate agents and increase user acceptance.
• Grow and graduate agents to the next tier.
• Measure, communicate and promote all incentives and promotions.
• Manage out agents not meeting performance expectations.

Product Territory and system knowledge

• Demonstrate a complete understanding of Bluefire Insurance products and systems.
• Fully understand Bluefire Insurance’s products strengths and weaknesses to help in overcoming objections.
• Add value to Bluefire Insurance systems and products with new ideas and by bringing awareness to what competitors provide.
• Demonstrate market awareness by knowing key competitors, their products, their strengths, weaknesses and regulatory issues that may impact production.

New appointments

• Continuously source and recommend for appointment. Aggressively appoint potential silver and gold agents who will add to the overall growth and profitability of Bluefire Insurance.
• Concentrate on getting new agents production ramping upward as quickly as possible.

Planning Software

• Accurately record calls, visits and other activity.
• Consistently log in to use reports helping route visits and increase production out of the designated territory.
• Maintain current critical agency data as required, validating and updating at least quarterly.
• Maintain acceptable levels of agency contacts as compared to with peers understanding that seasonality and system issues impact all reps and all states equally.

What it takes:

• Outgoing personality with excellent interpersonal skills
• Demonstrated ability to bond with agents
• Demonstrated ability to overcome objections
• The ability to successfully train on products and systems
• Proficiency with Microsoft Office Suite with specific knowledge of Excel, Word and Outlook
• Ability to maintain the highest level of discretion, diplomacy and confidentiality
• The ability to travel without aid within the designated territory
• Other duties as needed