EA Development Specialist

AAA-The Auto Club Group • Milwaukee, WI

1d • Hybrid

About The Position

The Auto Club Group is seeking prospective Entrepreneurial Agent (EA) Development Specialist who will serve as a business consultant and partner by providing tactical and strategic support to Entrepreneurial Agents (EA) in the assigned geography. Operate as a subject matter expert by becoming well versed on all components of the Connected Member Vision and product/sales knowledge. Assist assigned EAs in the development and implementation of agency business goals. Own and be accountable for agency success/retention and agent productivity and growth goals. Support the acquisition of profitable new business, influencing and motivating agents, driving growth, providing business insight and recommendations, ensuring agent and business retention, compliance, and reporting. Build trust and maintain strong relationships with assigned EAs and internal and external business partners. Source and refer local EA candidates to centralized recruiting. Interview candidates sourced from centralized recruiting. Liaise with centralized training and field EA support team on administrative and training tasks/activities. Support the installation and on-boarding processes when opening and establishing new agencies. Assist new agencies with critical business development activities post launch. Coordinate initial training for new agencies. Ensure agents have obtained appropriate training with in-depth understanding of all sales systems, product offerings, marketing procedures, back-office processes, etc. Evaluate effectiveness of training program. Provide training when necessary. Collaborate with centralized training and EA support teams to ensure that agents are trained and aware of all operations, systems and marketing processes and requirements. Participate in training assessment and the development and disbursement of product/marketing/service information. Evaluate effectiveness of training programs. Validate awareness and deep understanding of the full array of ACG product offerings. Provide additional training/coaching when necessary. Communicate potential sales incentive programs, compensation outcomes, as well as contractual bonus opportunities. Monitor agency business activities and prepare reports to summarize data. Conduct site visits, cash flow analysis and needs assessments/diagnostics to track progress, recognize best-in-class point-of-sale behavior, understand current EA segment and identify issues and opportunities for improvements. Research and analyze sales markets. Work with EA to create cultivation plans and means to address issues. Consult with EA making strategic/tactical recommendations as appropriate. Ensure adherence to corporate policies, practice and state regulations by auditing agent activity. Advise leadership on agent progress and report on non-compliant activity. When necessary, recommend and activate probationary processes or recommendations for termination. Complete accurate written call notes for all calls completed. Support various product and membership promotional campaigns to ensure meeting sales goals. Initiate, develop, execute and monitor projects. Provide updates to management. Collaborate with peers to guarantee the utilization of uniform, highly efficient processes across the corporate footprint.

Requirements

• Possession of a valid State Driver’s license
• Currently hold or able to attain and maintain appropriate State Property & Casualty licenses within timeframe designated by ACG leadership
• May be required to attain appropriate State Life Sales licenses within timeframe designated by ACG leadership
• High School diploma or equivalent
• Two years of experience in insurance sales leadership and/or agent development to include coaching, mentoring, challenging and enabling others to successfully meet goals
• Experience to include some or all of the following:
• Motivating growth or rehabilitation of existing agency
• Developing plans to increase growth
• Building business relationships within a sales environment
• Demonstrating strong organizational, planning, time management and administrative skills
• Gathering, researching and analyzing data and making recommendations
• Conducting needs assessments and process improvement reviews
• Writing business plans/proposals
• Preparing reports and presentations and recommendations to all levels of management
• In-depth Knowledge of:
• Best-in-class techniques used to:
• Influence and persuade others
• Develop and coach others
• Motivate and reward a successful sales team
• Insurance and financial products, services and regulations
• Sales techniques and delivery systems
• Independent contractor distribution channels
• Techniques used to coordinate and control major projects using
• Business drivers, marketing concepts, managing P&L, operational processes (i.e., in-bound/out-bound call strategy) and compensation plan design
• Ability to:
• Influence, persuade and motivate non-employee agents
• Identify agent strengths, weaknesses, and model skills needed to facilitate agency rehabilitation in various areas including product knowledge, prospecting, professionalism, closing techniques, etc.
• Create and interpret sales models, results and return on investment reporting
• Demonstrate creativity and innovation in developing business, marketing and sales plans to meet the unique needs of assigned locations
• Demonstrate effective leadership/consulting skills to include motivating and influencing captive and/or non-captive agents and staff d State.
• Possess written communication skills including the preparation of proposals, reports and technical writing
• Willingness and ability to extensively travel
• Willingness to relocate

Responsibilities

• Serve as a business consultant and partner by providing tactical and strategic support to Entrepreneurial Agents (EA) in the assigned geography.
• Operate as a subject matter expert by becoming well versed on all components of the Connected Member Vision and product/sales knowledge.
• Assist assigned EAs in the development and implementation of agency business goals.
• Own and be accountable for agency success/retention and agent productivity and growth goals.
• Support the acquisition of profitable new business, influencing and motivating agents, driving growth, providing business insight and recommendations, ensuring agent and business retention, compliance, and reporting.
• Build trust and maintain strong relationships with assigned EAs and internal and external business partners.
• Source and refer local EA candidates to centralized recruiting.
• Interview candidates sourced from centralized recruiting.
• Liaise with centralized training and field EA support team on administrative and training tasks/activities.
• Support the installation and on-boarding processes when opening and establishing new agencies.
• Assist new agencies with critical business development activities post launch.
• Coordinate initial training for new agencies.
• Ensure agents have obtained appropriate training with in-depth understanding of all sales systems, product offerings, marketing procedures, back-office processes, etc.
• Evaluate effectiveness of training program.
• Provide training when necessary.
• Collaborate with centralized training and EA support teams to ensure that agents are trained and aware of all operations, systems and marketing processes and requirements.
• Participate in training assessment and the development and disbursement of product/marketing/service information.
• Evaluate effectiveness of training programs.
• Validate awareness and deep understanding of the full array of ACG product offerings.
• Provide additional training/coaching when necessary.
• Communicate potential sales incentive programs, compensation outcomes, as well as contractual bonus opportunities.
• Monitor agency business activities and prepare reports to summarize data.
• Conduct site visits, cash flow analysis and needs assessments/diagnostics to track progress, recognize best-in-class point-of-sale behavior, understand current EA segment and identify issues and opportunities for improvements.
• Research and analyze sales markets.
• Work with EA to create cultivation plans and means to address issues.
• Consult with EA making strategic/tactical recommendations as appropriate.
• Ensure adherence to corporate policies, practice and state regulations by auditing agent activity.
• Advise leadership on agent progress and report on non-compliant activity.
• When necessary, recommend and activate probationary processes or recommendations for termination.
• Complete accurate written call notes for all calls completed.
• Support various product and membership promotional campaigns to ensure meeting sales goals.
• Initiate, develop, execute and monitor projects.
• Provide updates to management.
• Collaborate with peers to guarantee the utilization of uniform, highly efficient processes across the corporate footprint.

Benefits

• Medical, dental and vision benefits
• 401k Match
• Paid parental leave and adoption assistance
• Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays
• Paid volunteer day annually
• Tuition assistance program, professional certification reimbursement program and other professional development opportunities
• AAA Membership Discounts, perks, and rewards and much more

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 1-10 employees