Agency Ownership Development Strategist - Naperville, IL

Essential Job Functions

Develops and executes an individualized business development strategy to achieve revenue, growth, and portfolio objectives aligned with organizational goals. Evaluates available lead sources, develops additional lead sources through external centers of influence and business networking groups, assesses market opportunities, identifies target customer segments and determines how to prioritize time, follow-up efforts, and outreach strategies. Actively contacts prospects to establish rapport, uncover coverage needs through probing questions, and convert quotes into active policies. Sells and cross-sells insurance products, including auto, home, life, specialty and/or commercial policies. Conducts thorough discovery and customer coverage reviews to understand customer needs and offer applicable coverages and limits based on underwriting guidelines. Assesses risk exposures and long-term insurance requirements. Provides customers with strategic insurance insights and service support, including responding to written and telephone inquiries and resolving routine and complex service requests through collaboration with appropriate personnel. Establishes daily, weekly, and monthly activity strategies based on market opportunity and business strategy analysis. Identifies target customer segments and tailors prospecting and sales approaches accordingly. Expands relationships with target customers, referral contacts, and other stakeholders. Determines how to independently manage time and how to build and manage an individual book of business. Completes professional development milestones that include assigned and self-selected activities to customize their own development path, obtains a Life and Health license (if not already in place), stays current on product knowledge and industry trends through internal training and external seminars to build advanced subject matter knowledge. Achieves program production, strategy and development requirements within required timeframes. Maintains accurate records in tracking systems to enable reporting and performance analysis. Performs other duties as assigned.