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Cindy Neahr

Cindy Alexander

221 W Mitchell St
Petoskey, MI 49770

Hello and thank you for your interest in joining our team of professionals.

This is not your usual job.  This is an opportunity.

We are offering an opportunity to earn as you learn and we will pay for your training.

The position offers a combination of office time in beautiful downtown Petoskey and the chance to work from home when you prefer.

We are looking for somebody capable of growing  with us.  Somebody who would eventually like to manage their own office and grow a successful branch office of our agency.

The initial position we are looking to fill is that of Customer Service Representative.  Though licensed insurance agents are welcome to apply and begin earning commissions immediately.  Our commission structure is generous, far exceeding industry norms for producer percentage.

Our marketing is producing leads to the extent that you will NOT be required to do any cold calling for the Agent. 

If you are excited by this type of opportunity, please take these 3 easy, fun, steps:

1: Take this easy online assessment: http://www.humanmetrics.com/cgi-win/jtypes2.asp

2: Email your 4 letter result to JNeahr@soreco.us together with your name, phone number and best days/time to call

3: Call John Neahr at Cell: 470-399-4436 to arrange and interview time/date.

 

1. JOB SUMMARY:

Support sales goals of the agency or specialist department as communicated from the agent to meet long-term and sort-term goals for agency growth.  This includes new business, cross-sell opportunities, customer service retention, and profit goals.

2. JOB TASKS AND RESPONSIBILITIES REGULARLY PERFORMED:

  • Aids in preparing annual review appointments for the account executives in his/her specialist field.
  • Continually follow-up on X dates and set new prospect appointments.
  • Utilize the eCMS system on a continual basis to update policy and database information.
  • Coordinates thank you/welcome letters for new households on a continual basis.
  • Reviews cancellation and renewal lists on a weekly basis to ensure high level of retention and profitability.  Makes calls and sends letters when appropriate on cancellations and renewal changes.
  • Sets up and maintains files on all new business accounts for their specialist field.
  • Always ask for referrals and thank customers for their business.
  • Share responsibilities of answering the phone.
  • Manage dashboard activities such as my alerts, marketing postcards/letters, and ACAR telephone follow-up.
  • Distribute to new prospects an Area of Concern worksheet prior to meeting with the agent.

3. SKILLS AND QUALITIES:

Communication

Customer Service

Computer

Honest

Self-Starter