Marketing Representative

Bluefire Insurance Services, Inc.Los Angeles, CA
Hybrid

About The Position

The Marketing Representative will be responsible for managing assigned territories to meet or exceed revenue and profitability goals. This role involves working closely with agents to ensure quality, manage accounts, and drive product and system knowledge. The representative will also be responsible for territory and market awareness, identifying and onboarding new agents, and accurately utilizing Salesforce for activity tracking and territory management. A key aspect of the role is to grow agent relationships and production, while also managing performance expectations.

Requirements

  • Outgoing personality with excellent interpersonal skills
  • Demonstrated ability to bond with agents
  • Demonstrated ability to overcome objections
  • The ability to successfully train on products and systems
  • High School Diploma or GED required
  • The ability to work Saturdays is required
  • The ability to travel without aid within the designated territory
  • Regularly subjected to changing priorities, time pressures, and constraints, and a high level of job-related
  • Regularly required to talk or hear in order to gather and present information

Nice To Haves

  • Sales and Customer Relationship Management experience preferred
  • Geographical Territory Management experience preferred
  • 1 - 2 years of industry experience is a plus
  • Some colleges preferred
  • A P&C license in the territory state is a plus
  • Bilingual English/Spanish capabilities are a plus but not required
  • Excellent oral and written communication skills
  • Ability to define problems, collect data, establish facts, and draw valid conclusions
  • Ability to interpret an extensive variety of technical information
  • Proficiency with Microsoft Office Suite with specific knowledge of Excel, Word, and Outlook
  • Ability to maintain the highest level of discretion, diplomacy, and confidentiality

Responsibilities

  • Meet or exceed expected revenue and profitability goals in assigned territory.
  • Use Salesforce software to determine plan vs. actual revenue and profitability.
  • Work with agents, ensuring they have acceptable loss ratios and claim frequencies.
  • Manage agent NSF and delinquent accounts.
  • Manage audit results.
  • Manage quality assurance and discount management from agents.
  • Rehabilitate agents and increase user acceptance.
  • Grow and graduate agents to the next tier.
  • Measure, communicate, and promote all incentives and promotions.
  • Manage out agents not meeting performance expectations.
  • Demonstrate a complete understanding of the Company's products and systems.
  • Fully understand the Company's products' strengths and weaknesses to help in overcoming objections.
  • Add value to the Company's systems and products with new ideas and by bringing awareness to what competitors provide.
  • Demonstrate market awareness by knowing key competitors, their products, their strengths, weaknesses, and regulatory issues that may impact production.
  • Add to and keep the Feature and Benefit analysis current (i.e. a document detailing features of AFFM and competitors in the state).
  • Continuously source and recommend for appointment potential silver and gold agents who will add to the overall growth and profitability of the Company.
  • Work with field training to onboard new agents and ensure alignment with Affirmative's expected quality and processes.
  • Concentrate on getting new agents' production ramping upward as quickly as possible.
  • Accurately record calls, visits, and other activity in Salesforce.
  • Consistently log in to use reports helping route visits and increases production out of the designated territory.
  • Maintain current critical agency data as required, validate and update at least quarterly.
  • Maintain acceptable levels of agency contacts as compared to peers.
  • Work to improve constant contact bounce rate to be less than 5% with gold and silver agents.
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