SALES SUPPORT SPECIALIST Job at Grinnell Mutual Reinsurance
Overview:
Responsibilities:
Qualifications:
Working conditions and physical efforts
To perform this job successfully, an individual must be able to perform each job duty and responsibility satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform job duties and responsibilities.
Provides support, service, and administration to our agents for their licensing, contracts and profit sharing with Grinnell Mutual.
This position qualifies for our flexible workplace options. Work at our Grinnell, Iowa, headquarters or from a home office in any of the following states: Alabama, Arizona, Illinois, Indiana, Iowa, Florida, Georgia, Minnesota, Missouri, Montana, Nebraska, New Mexico, North Carolina, North Dakota, South Dakota, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Virginia, Wisconsin, and Wyoming. Please note that candidates must be eligible to work in the U.S. without Grinnell Mutual sponsorship.
Responsibilities:
- Responsible for licensing administration. Receive, analyze and process documentation on agent appointments, state of agent, agency status changes, agency sales, cancellations, transfers and merges of agencies and mutuals.
- Set up new general agencies with processes including preparing agency and download contracts, parsing, agent secured site set up, CoreLogic, LexisNexis Node ID, RegEd appointment, and downloads.
Execute business transfers and processes by working directly with the agency and the sales manager.
- Execute buy/sell agreements and processes by working directly with the agency and the sales manager.
- Appoint and terminate producers making decisions based on agency hierarchy using different procedures for legacy and Connect producers until all products are on ProducerEngage.
- Troubleshoot ProducerEngage producers based on appointed as a CSR or new licensed producer. Determine course of actions when notified of issues in ProducerEngage.
- Set up new mutuals
Maintain agent files
Maintain agent license expiration lists
- Maintain state renewals
Answer phone calls and assist agents with agent/agency related inquires regarding technical and non-technical questions; follow up regarding activities with other areas as required to resolve concerns in a timely manner.
- Enter data in the agency system (IBM) for new General Agency locations and additional producers.
Research and execute transfers in both IBM and Policy Center based on the producer products.
Incentive tracking and payouts using report dashboards
Work closely with sales managers to assist them with their job processes.
Problem solving with in-house agency questions or problems.
Handles documentation and recording on book transfers
Assist other departments as needed with agency, producer and vendor questions
- No Fiscal or Decision-Making Authority Responsibility.
Other duties as assigned.
- High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence and procedure manuals.
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public.
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
- Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form.
- Ability to deal with problems involving several concrete variables in standardized situations.
Ability to work in a harmonious manner with subordinates, co-employees, agents and supervisor.
Ability to keep a regular work schedule and maintain regular, predictable attendance.
Ability to match numbers and letters accurately.
Ability to write legibly.
Ability to detect punctuation and spelling errors while proofreading written materials.
Ability to follow instructions and accept supervision.
Ability to work with minimal supervision and at times work occasionally without supervision.
Ability to make decisions based on established guidelines.
Ability to think logically and to continually use personal judgment, experience, known facts, and figures to make decisions and deal with problems.
Ability to use good interpersonal communication skills and to interact with co-employees, customers, subordinates, supervisor and the general public with tact and courtesy.
Ability to understand basic insurance terminology.
Ability to operate telephone, personal computer, word processing software (Word), spreadsheet software (Excel), SharePoint, printer/copier, IBM (Agency System), facsimile (FAX) machine- Ability to understand basic computer terminology.
Must possess intermediate word processing and electronic spreadsheet skills.
Must possess basic skills in word processing.
Must possess a good working knowledge of basic computer terminology, computer networks, personal computers and associated programs and applications.
Must possess a working knowledge of office automation applications.
Must possess effective communication skills, including verbal, written and listening.
Ability to manage multiple and/or conflicting priorities.
Limited overnight travel is required.
Must exhibit self-assurance.
Must be able to maintain confidentiality and propriety of information.
Demonstrated ability to adhere to all Grinnell Mutual policies.
Demonstrated ability to incorporate Grinnell Mutual core values in all areas of work.
Working conditions and physical efforts
To perform this job successfully, an individual must be able to perform each job duty and responsibility satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform job duties and responsibilities.
- To perform this job successfully, an individual must be able to perform each job duty and responsibility satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform job duties and responsibilities.
The position is physically located in a remote home office or on the Grinnell campus with a work environment of a typical office setting.; noise level is relatively quiet and occasional stress is encountered as deadlines approach.
Internal contacts outside of division are minimal but may include occasional interaction with customer service, direct claims, reinsurance, and IT department.
External contacts include the employees of our agency customers and may include farm mutual manager. Contact through phone, email and fax.
- The position may be performed remotely or at the home office with a work environment of a typical office setting; noise level is relatively quiet and occasional stress is encountered as deadlines approach.
This job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the employee a general sense of the responsibilities and expectations of his/her position. As the nature of the business demands change, so too may the job duties and responsibilities.
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