The Amy Otis Agency, Llc Work Values

Daily Duties at The Amy Otis Agency, Llc:

Marketed, prospected, and sold in all product lines. Maintained effective customer relationships, understood customers needs, and matched them with appropriate product and service offerings. Promoted brand awareness through participation in agency and community events. Responsible for attaining sales, profitability, and service goals for all product lines. Develops knowledge of the local market dynamics for business development opportunities for all product lines. Consultative selling techniques to sell insurance products to new customers. Proactively cross sold and or coordinated with others to provide additional coverage to existing customers. Prospected for new business through leads, telephone calls, networking events, trade shows, and personal contacts. (Includes leads through COI, social media, B2B and B2C networks, and sales lead groups). Secured new business through individual effort and established lead methods. Prepared quotations and applications and delivers effective presentations in order to close sales. Complied with underwriting guidelines and contacted appropriate division for underwriting guidance when needed. Conducted sales and review appointments with prospective and current customers. Meets and exceeds sales goals. Developed, maintained, and cultivates community contacts to enhance agency visibility and maximize new business opportunities. Participated in events designed to promote brand awareness and educate consumers. Retained existing customers by providing industry leading customer experiences. Ensured completion of requested account and policy updates and changes. Coordinated the involvement of appropriate agency and or business partners when necessary to resolve customer issues. Continually improves knowledge in area or field of specialization, insurance industry, products, underwriting requirements, sales, customer service, and supporting technology. Participated in continuing education and professional designation programs.

What they like about The Amy Otis Agency, Llc:

A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.

Tags

analyze risk, profitability, retention, counseling borrowers, advanced verbal and written communication skills, relationship-building skills, marketing, integrity, manager experience, proven sales experence

Skills

Property, Casualty, Life, & Health GA Insurance License, Microsoft Word , Microsoft Excel, Decision making and reasoning , Planning and organizing , Analytical/Research Skills, Flexibility/Adaptability/Managing Multiple Priorities, Interpersonal Abilities, Multicultural Sensitivity/Awareness, Project Management, Consulting , Reporting , Financial Statements , Financial Analysis, Expense Control

These are some of the questions we asked our climbers about their experiences with The Amy Otis Agency, Llc: