Account Relationship Manager - Entry to Mid Level

Purpose of Position is to prospect, sell and close new customers on insurance product offerings discerned through needs analysis at point of sale. The quote, follow up and close multiple insurance products in a household through educating prospects on insurance offerings that fit their individual needs. The role of the Account Relationship Manager is to consistently learn through education, licensing and on the job experience and use this knowledge to offer our suite of insurance solutions to new and existing customers. Ultimately to close new policy sales on a consistent basis through both cross selling current customers and procurement of new customers to the agency.

Experience and Characteristics Needed

• Results Oriented
• Strives for Excellence
• Passionate
• Resilient
• Excellent phone and communication skills
• Task Diligent even with significant distractions and obstacles
• Ability to work individually as well as a part of a team
• No more than 2 jobs in 5 years (consideration will be given for reasonable explanations and Ideal Trait results)

License Requirements Florida 440 prior to hire. 215 (Life and Variable annuity) licenses required within 18 months of hire date. Full General Lines 220 to advance to uncapped commission structure within 18 months as mutually agreed upon

Working Hours Monday-Thursday 9am -6pm and Friday 9am -5pm with 1 Hour Lunch Phone lines go off at 5:30pm so if employee leaves at 5:30pm lunch will be 30 minutes Working Evenings and/or Saturdays as needed to boost sales commissions Start time should be 10 minutes prior to office opening

Essential Functions • Prospecting of potential leads through lists, prospecting campaigns, in person and referrals to securequote opportunities daily and close sales• Outbound phone and email contact and follow up to prospect leads and customers• Provide household Quote for multiple lines of insurance• Close sales and handle processing of applications and follow up requirements• Comply with Allstate RMPs, T-doc and office procedures• Acceptable consistent compliance results• Issue a minimum of 15 P&C customers per month and 1 life application per month when licensed or 12 life/financial referrals per month when non -licensed to the Agency Principal or EFS• Educates and recommends professional advice and solutions using product offerings available