Job Application - World Insurance Associates

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Producer (Sales Director) - Laredo, TX

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Position Summary

1st Patriot Insurance, A World Insurance Company, is seeking a Sales Director to join our office located in Laredo, Tx.

Overview

• Serve customers by selling products and meeting customer needs.
• Service existing accounts, obtain approvals, and establishes new accounts by planning and organizing daily work schedule to call on existing or potential sales outlets and other trade factors.
• Adjust content of sales presentations by studying the type of sales outlet or trade factor.
• Compile lists of prospects & Focuses sales efforts by studying existing and potential volume.
• Seek support to Operations Manager and Managing Director
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Essential Duties and Responsibilities

• Submits approvals to main office by coverages and expiration dates.
• Interviewing potential clients who have expressed interest in buying insurance to collect relevant data about their financial status and existing coverage.
• Complete administrative tasks including maintaining records and handling policy marketing.
• Follow up on requests and/or submissions – (Time-sensitive task)
• Recommend risk management strategies that fit clients' personal risk profiles.
• Describe the advantages and disadvantages of different policies to promote the sale of insurance plans.
• Assist in processing finalization of quotes
• Resolves customer complaints by investigating problems, developing solutions, preparing reports, and making recommendations to management.
• Keeps management informed by submitting activity and results reports, such as daily call reports, weekly work plans, and monthly and annual territory analyses.
• Maintains professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies
• Provides historical records by maintaining records on area and customer sales.
• Contributes to team effort by accomplishing related results as needed.

Qualifications

• Understand, meet, and exceed targets set by your manager.
• Continuously educate yourself on the trucking industry and learn about new products and services
• Listen, ask questions, and enthusiastically implement tools provided to improve the quality of your work.
• Help to keep motivation high by providing support to your team members.
• Obtain and maintain Texas P & C license