Support agent directly as the “go-to” person for scheduling needs, including assisting the agent in building a book of business, calendar management, creating rapport with potential clients, and managing databases and filing systems.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
* Call prospective businesses, as assigned, to explain the type of service or product offered.
* Secure expiration dates for various lines of business.
* Arrange and schedule appointments for agents to meet with potential clients.
* Create write-ups of appointments, including supporting information, and provide them to agents.
* Update computer programs by recording names, addresses, and reactions of prospects solicited.
* Work directly with agents on an ongoing basis to develop strategies for the agent’s sales approach.
* Meet production requirements.
* Assist in other areas of the department or office as needed.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE:
Six months to one year of related experience and/or training. Must be experienced with Windows, Word, Outlook, and Excel.
LANGUAGE SKILLS:
Must be able to read and comprehend procedure manuals, as well as compose professional correspondence, memos, emails, and related documents. Ability to effectively present information one-on-one by phone and/or in small group situations to agents, managers, and other employees of the organization.
Ability to read and interpret documents such as prepared dialogues, daily status reports, safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine correspondence and reports, and to speak effectively to customers or employees of the organization.
REASONING ABILITY:
Ability to apply common sense, understanding carrying out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms. Specific vision abilities required by this job include close vision and the ability to adjust focus as necessary for computer work, data entry, and paperwork. The employee is also required to use a telephone headset.
