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Entrepreneurial Agent (EA) Development Specialist - Northern Wisconsin

Company: The Auto Club Group
Location: Madison
Posted on: April 10, 2021

Job Description:

The Auto Club Group (ACG) provides membership, travel, insurance and financial services offerings to approximately 14 million members and customers across 14 states and 2 U.S. territories through the AAA, Meemic and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America. _Primary Duties and 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. Responsibilities include, but are not limited to supporting 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 _Supervisory Responsibilities:_ None _Preferred Qualifications:_ Education: --- Bachelor degree in Business Management, Marketing or a relevant field Knowledge of: The Auto Club Group/AAA products and services _Work Environment:_ --- Work in a temperature-controlled office environment--- Extensive (up to 70% of work time) travel by automobile with exposure to road hazards and temperature extremes--- Willingness to work irregular hours _Required Qualifications (these are the minimum requirements to qualify):_ --- * Education: --- High School Diploma or equivalent--- Possession of a valid State Drivers 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 Experience: --- 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: o Motivating growth or rehabilitation of existing agency o Developing plans to increase growth o Building business relationships within a sales environment o Demonstrating strong organizational, planning, time management and administrative skills o Gathering, researching and analyzing data and making recommendations o Conducting needs assessments and process improvement reviews o Writing business plans/proposals o Preparing reports and presentations and recommendations to all levels of management In-depth Knowledge of: --- Best-in-class techniques used to: o Influence and persuade others o Develop and coach others o 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 The Auto Club Group offers a competitive compensation and benefits package including a base salary with performance based incentives; medical/dental/vision insurance, 401(k), generous time off, a complimentary AAA Membership and much more! Important Note: The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements. The Auto Club Group, and all of its affiliated companies, is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status. Job: *Sales Organization: *Field Operations Region 1 Title: Entrepreneurial Agent (EA) Development Specialist - Northern Wisconsin Location: WI-Madison Requisition ID: 200001GK

Keywords: The Auto Club Group, Madison , Entrepreneurial Agent (EA) Development Specialist - Northern Wisconsin, Sales , Madison, Wisconsin

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