Independent Sales Agent - Self Employed, Oklahoma - Oklahoma
(2018-05)
- In-person drop-by to prospect storefronts.
- Follow up on leads via phone, email and in-person, documenting all attempts and outcomes of leads
- Seek out and target new customers: build action plan to approach and secure new business
- Maintain knowledge of all company products and services and collect product feedback
- Handling cash payments for in-person sales and deliveries as needed.
- Maintaining customer relationships for both existing and new clients.
- Perform in a manner consistent with the goals and values of the company
Oklahoma Marketing Manager - Midwest Insurance Company - Springfield, Illinois-Oklahoma
(2017-11 - 2018-01)
Oklahoma Marketing Manager for the state of Oklahoma with a focus on small, monoline workers compensation.
- Visiting and contracting "community based" independent insurance agents regarding company philosophies, products and facilitating submission levels according to the needs of the company.
- Encouraging development of key relationships with independent agents to increase the mutual success of the relationship between the agency and the company.
- Assisting and coordinating the delivery of marketing materials to key persons in agencies.
- Facilitating communication among agents, underwriting teams and the regional VP.
- Assisting in the evaluation of independent agents and the pursuit of new agents in target areas familiar with risks in core trade groups.
Territory Sales Manager - Amerisafe - DeRidder, LA
(2010-10 - 2017-07)
Territory Sales Manager for Oklahoma, NW Arkansas, and Colorado focused on "high hazard" workers compensation exposures.
- Visiting and contracting independent insurance agents regarding company products and facilitating submission levels according to the needs of the company.
- Encouraging development of key relationships with independent agents to increase the mutual success of the relationship between the agency and the company
- Assisting and coordinating the delivery of marketing materials to key persons in agencies.
- Facilitating communication among agents, underwriting teams and the regional VP.
- Assisting in the evaluation of independent agents and the pursuit of new agents in target areas familiar with risks in core trade groups.
- Keeping informed of industry developments through contact with independent agents and attendance at core trade and insurance industry association meetings, conventions and shows.
- Reporting on activities, concerns and opportunities with independent agents, core trade group facilitators, and the Workers' Compensation marketplace.
