Insurance Sales Subagent for Agent Sarah Wells - Coweta, OK - Oklahoma Farm Bureau Insurance Company
Coweta, OK 74429
About the Job
Job Title: Sub-Agent
Reports To: Wagoner County Agent
Location: Coweta, OK
Pay Rate: $15-18/hr plus commissions
Primary Purpose: To sell, market, and service, Oklahoma Farm Bureau Insurance products to new and existing customers. The Sub-Agent assesses risk using prior insurance experiences, knowledge, and strategies. This role provides insurance guidance to existing customers while networking within the community to achieve agency growth, retention, and stability. The Sub-Agent works simultaneously with the Agent to meet current sales and new business goals.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
1. Sell and market various types of insurance policies on behalf of the company, including home, auto, farm & ranch, life, and commercial.
2. Identify customer needs, establish relationships and customize insurance programs to suit those needs.
3. Proactive in generating new business by assessing risk and recommending appropriate coverage.
4. Develop a customer base by networking and generating lists of prospective customers.
5. Perform administrative tasks, such as maintaining records and handling policy renewals.
6. Completes follow-up on an existing book of business and new customer issues.
7. Acts as an extension of Oklahoma Farm Bureau by attending networking and community events.
Competencies To perform the job successfully, an individual should demonstrate the following competencies:
1. Problem Solving - Identifies and resolves problems in a timely manner.
2. Interpersonal Skills - Maintains confidentiality; Listens to others without interrupting.
3. Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
4. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
5. Customer Service – Knowledge of principles and processes for providing good customer service. This includes customer needs assessment, meeting quality standards of service, and evaluation of customer satisfaction.
6. Sales and Marketing – Knowledge of principles and methods for showing, promoting, and selling products/services. This includes marketing strategy and tactics, sales techniques, and sales control systems.
7. Change Management - Communicates changes effectively; Prepares and supports those affected by change.
8. Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Accepts feedback from others.
9. Communication/Speaking – Communicates well with others to convey information effectively.
10. Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
11. Business Acumen - Understands business implications of decisions; Aligns work with strategic goals.
12. Diversity - Shows respect and sensitivity for cultural differences; promotes a harassment-free environment.
13. Ethics - Treats people with respect; Keeps commitments; inspires the trust of others; Works with integrity and ethics; Upholds organizational values.
14. Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in the decision-making process; Makes timely decisions.
15. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives; Organizes or schedules other people and their tasks.
16. Professionalism - Tactfully approaches others; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
17. Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
18. Adaptability - Adapts to changes in the work environment; Changes approach or method to best fit the, situation; Able to deal with frequent change, delays, or unexpected events.
19. Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
20. Dependability - Takes responsibility for own actions; Keeps commitments; Commits to long work hours when necessary to reach goals.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience
• Bachelor's (B.A./B.S.) or equivalent; or 1 to 2 years related insurance industry experience and/or training; or equivalent combination of education and experience.
• Experience with commercial and agricultural insurance sales a plus.
Certificates, Licenses, Registrations
State of Oklahoma Property and Casualty Producers License Required
Reports To: Wagoner County Agent
Location: Coweta, OK
Pay Rate: $15-18/hr plus commissions
Primary Purpose: To sell, market, and service, Oklahoma Farm Bureau Insurance products to new and existing customers. The Sub-Agent assesses risk using prior insurance experiences, knowledge, and strategies. This role provides insurance guidance to existing customers while networking within the community to achieve agency growth, retention, and stability. The Sub-Agent works simultaneously with the Agent to meet current sales and new business goals.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
1. Sell and market various types of insurance policies on behalf of the company, including home, auto, farm & ranch, life, and commercial.
2. Identify customer needs, establish relationships and customize insurance programs to suit those needs.
3. Proactive in generating new business by assessing risk and recommending appropriate coverage.
4. Develop a customer base by networking and generating lists of prospective customers.
5. Perform administrative tasks, such as maintaining records and handling policy renewals.
6. Completes follow-up on an existing book of business and new customer issues.
7. Acts as an extension of Oklahoma Farm Bureau by attending networking and community events.
Competencies To perform the job successfully, an individual should demonstrate the following competencies:
1. Problem Solving - Identifies and resolves problems in a timely manner.
2. Interpersonal Skills - Maintains confidentiality; Listens to others without interrupting.
3. Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
4. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
5. Customer Service – Knowledge of principles and processes for providing good customer service. This includes customer needs assessment, meeting quality standards of service, and evaluation of customer satisfaction.
6. Sales and Marketing – Knowledge of principles and methods for showing, promoting, and selling products/services. This includes marketing strategy and tactics, sales techniques, and sales control systems.
7. Change Management - Communicates changes effectively; Prepares and supports those affected by change.
8. Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Accepts feedback from others.
9. Communication/Speaking – Communicates well with others to convey information effectively.
10. Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
11. Business Acumen - Understands business implications of decisions; Aligns work with strategic goals.
12. Diversity - Shows respect and sensitivity for cultural differences; promotes a harassment-free environment.
13. Ethics - Treats people with respect; Keeps commitments; inspires the trust of others; Works with integrity and ethics; Upholds organizational values.
14. Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in the decision-making process; Makes timely decisions.
15. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives; Organizes or schedules other people and their tasks.
16. Professionalism - Tactfully approaches others; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
17. Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
18. Adaptability - Adapts to changes in the work environment; Changes approach or method to best fit the, situation; Able to deal with frequent change, delays, or unexpected events.
19. Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
20. Dependability - Takes responsibility for own actions; Keeps commitments; Commits to long work hours when necessary to reach goals.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience
• Bachelor's (B.A./B.S.) or equivalent; or 1 to 2 years related insurance industry experience and/or training; or equivalent combination of education and experience.
• Experience with commercial and agricultural insurance sales a plus.
Certificates, Licenses, Registrations
State of Oklahoma Property and Casualty Producers License Required
We are an equal opportunity employer
Oklahoma Farm Bureau & Affiliated Companies does not discriminate on the basis of race, color, religion, national origin, sex, age or disability. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.
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Source : Oklahoma Farm Bureau Insurance Company
