Personal Insurance New Appointment Consultant

The Hartford • Boston, MA

1d • Hybrid

About The Position

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future. As a New Appointment Consultant you will be a driving force of our growth in Personal Insurance. We have recently launched our Prevail Product and Platform in ten states and will expand to 30 by 2027. Prevail is an innovative product empowering our Agents and Customers with cutting edge tools that will allow us to win together. In this role you will be responsible for assisting internal teams and Agents going through the vetting process. This is a dynamic role that is a great fit if you enjoy relationship building, working in an agile environment, problem solving and are highly organized. In this role you will be a direct contributor to our growth objectives in Personal Insurance. In this role you will be responsible for assisting New Appointment Specialists shepherd Agents going through the new appointment process. This role will be rewarding if you enjoy problem solving, managing a process, building relationships, and are highly organized. You will be responsible for prioritizing and organizing much of your work so strong time management is a must. In this role you will act as a liaison between various enterprise teams and Agents to deliver the desired outcomes. Work Arrangements: This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations will have the expectation of working in an office three days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise.

Requirements

• A minimum of 3 years work experience preferably in a sales or customer service environment.
• Bachelor’s Degree preferred, or equivalent combination of education, training and experience.
• Ability to manage multiple, high detail, deadline sensitive goals with a team-focused attitude.
• Excellent communication skills (both verbal and written).
• Excellent relationship building skills.
• Ability to adapt to a changing environment.
• Customer service oriented and ability to analyze reports to provide findings.
• Strong problem-solving skills and solution oriented.

Responsibilities

• Collaborate with Division Sales Executives, Regional Sales Executives and Sales Executives on providing agency consultations that enhance the agency / company relationship.
• Act as a liaison between various enterprise teams to deliver the desired outcomes.
• Conduct research and ongoing sourcing activities to identify new appointments and analyze prospect agency characteristics.
• Build and maintain ongoing lead lists of prospective agencies for each of their assigned territories.
• Coordinate the new agency onboarding process from the time of selection through completion.
• Serve as the facilitator on a variety of problem-solving items.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees