Entrepreneurial Insurance Agent Development Specialist - Metro Detroit

AAA-The Auto Club Group•Canton, MI

4d•$96,346 - $149,843•Hybrid

About The Position

The Entrepreneurial Agent Development Specialist (EADS) serves as a business consultant and partner by providing tactical and strategic support to Entrepreneurial Agents (EA) in the assigned geography. This position requires regular travel to agents’ office locations within assigned Metro Detroit geography. The EADS must reside within Southeastern Michigan/Metro Detroit area. This is a hybrid work arrangement (time spent in office and remote). Depending on the employee’s role and leadership’s assessment, some employees will come into an ACG facility on a weekly basis, a monthly basis, or on an “as needed” basis for key meetings and collaborative activities. Most employees will be required to come into the office, at a minimum, for important departmental meetings or teambuilding events.

Requirements

High School diploma or equivalent
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
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, Possess written communication skills including the preparation of proposals, reports and technical writing
Willingness and ability to extensively travel
Willingness to relocate

Responsibilities

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 plans with multiple coverage options, including HSA eligibility.
Prescription drug coverage.
Dental and vision benefits.
Employee Assistance Program (confidential support services).
Company-paid basic life insurance.
Optional supplemental life insurance and dependent coverage.
Short-term and long-term disability coverage.
Critical illness, accident, and pet insurance options.
401(k) plan to support long-term financial goals.
3% automatic deferral upon eligibility; may contribute 1% to 50% of eligible earnings, either pre or post tax.
Company match of 50% paid on employee contributions up to 6% of pay, payable to employees following the end of the year; immediate vesting.
Additional company contribution of 4% of pay each pay day into your account; 100% vested after three (3) years of service.
Health Savings Account (HSA) and Flexible Spending Accounts (FSA) options.
Paid Time Off (PTO): Accrual-based, increases with tenure, eligible at 90 days of employment.
Full-time new employees will receive up to 12 PTO days annually; accrual based on start date and may include additional PTO based on role and/or state & local requirements.
Part-time employee PTO hours are calculated based upon the standard weekly hours the employee is scheduled to work and will accrue at a minimum of 3 hours per month.
Paid Holidays: Full-time employees are eligible for 10 company-paid holidays annually, in addition to 1 mental health day, 2 floating holidays and 1 volunteer day. Holidays vary by business unit schedules.
Part-time employees are eligible for 8 company-paid holidays annually, in addition to 1 mental health day and 2 floating holidays. Holidays vary by business unit schedules.
Paid leave programs, including parental, bereavement, jury duty, and military leave.
Tuition assistance (up to $5,250 annually; 80% covered by ACG).
Professional certification support with 100% reimbursement for eligible programs.
Opportunities for career development and advancement.
Complimentary AAA membership with roadside assistance and travel discounts.
Adoption assistance program.