About The Position

This position will provide agency education and instruction on the web-based tools of Johnson & Johnson and USLI to already appointed independent insurance agents. This person will also provide additional product information for a specific list of USLI products and develop sales strategies targeted at those products. The geographic territory will be Oregon & Washington, and this position will require extensive travel throughout this territory. The person will be responsible for conducting a minimum of 20 agency visits per week.

Requirements

  • College degree OR equivalent business experience preferred but not required
  • Candidates will be expected to pursue continuing education and insurance designations/licenses as outlined in the training and development plan. This will require self-study.
  • Strong communication and organizational skills, networking and relationship ability and ability to work independently in a fast-paced environment
  • Remain flexible under the pressure of a heavy workload and critical deadlines
  • Open to coaching and continuous improvement
  • General knowledge of the Property-Casualty Industry
  • Knowledge of J&J Property & Casualty products - ability to differentiate J&J products/services from competitors
  • Knowledge of USLI Property & Casualty products - ability to differentiate USLI products/services from competitors
  • Interest in selling products and services based on customer needs
  • Strong customer service skills
  • Ability to maintain confidentiality
  • Capacity to analyze information and general math skills
  • General knowledge of all applicable rating systems
  • Research skills
  • Attention to detail
  • Decision making
  • Coordination and organization of weekly Agency Visit Schedule and any follow-up items resulting from each agency visit
  • Ability to multi-task, prioritize, make quick decisions and be flexible in a fast-paced environment
  • Computer experience: MS Word, Excel, PowerPoint, MS Teams
  • Ability to be a team player and work productively with your teammates at J&J and USLI
  • Excellent oral and written communication skills
  • Exceptional interpersonal skills
  • Ability to clearly and effectively present (both written and verbal) to external business partners, management, and internal business partners
  • Exhibits a professional appearance when representing the organization during agency visits or business meetings
  • Strong negotiation skills

Responsibilities

  • Develop list of targeted USLI products and present these products on each agency visit to promote the use of the products by the Agency on a regular basis.
  • Conduct Web Training to Agents & CSR for: USLI Products; Other J&J Products; Raters; JJPF; Accounting tools; and any other tools created for the agency to utilize to produce business on the web.
  • Help CSRs and Agents with questions regarding doing business with J&J by ensuring the right person in the office is in contact with the Agency Representative with a question.
  • Develop weekly Travel Plan to effectively execute 20 agency visits per week
  • Interact with the Territory Managers, Marketing Representatives and Production Supervisors/Managers to identify and follow up on individual sales opportunities.
  • Update a weekly “Dashboard Report” with pertinent sales data to track results of agency visits and various sales activities; present report at a weekly or bi-weekly meeting.
  • Utilize USLI sales training tools to create a friend in the agency, organize and execute effective sales calls and effectively train Agency Representatives on the Web based tools on the J&J website.
  • Provide feedback and ideas for the development and revisions of a Web Products Sales Sheet.
  • Must maintain all education requirements to perform in this position as set forth by management
  • Must have and maintain valid driver’s license and be eligible for company auto insurance.
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