Careers

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Property & Casualty Insurance Producer

TGIF Solutions is a reliable insurance agency that works with individuals and businesses across Pennsylvania, Northeastern Ohio, and Southwestern New York. We specialize in commercial, business, personal, auto, and homeowner insurance coverage. Our focus is on providing personalized attention and quality customer service to create an experience that is difficult to find in today’s insurance market.

We are seeking an entrepreneurial-minded individual to join our team as a property & casualty insurance producer. This is an outside sales role that will offer flexibility and freedom to make your own way, to take control of your financial and business future. Agents work as ambassadors and are responsible for establishing and maintaining good relationships with customers based on their assigned territory.

A career in property & casualty sales affords an individual the opportunity to make a strong income, be of service to others, and receive long-term income in the form of renewals.

The selected individual will have a well-developed phone presence and high comfort level in initiating conversations, a social and positive personality, a self-starter and a proactive problem solver.

ACTIVITIES

  • Approach potential clients by phone, email, or in person
  • Develop leads and schedule appointments
  • Travel within sales territory to meet prospects and customers
  • Conduct calls and face-to-face meetings with customers daily

RESPONSIBILITIES

  • Maintain and expand client database within your assigned territory
  • Build and maintain relationships with new and repeat customers
  • Maintain records of all sales leads and/or customer accounts
  • Report and provide feedback to management using financial statistical data

QUALIFICATIONS

  • Prior sales experience
  • Track record of over-achieving quota
  • Experience with standard business applications including MS Office
  • Critical thinking, proactive attitude, and strong communication skills.
  • Organized, self-motivated, and proactive in problem-solving
  • Strong written and verbal communication skills
  • Ability to explain complex issues and concepts to customers
  • Self motivated and driven

* Note – individual will be required to obtain appropriate Property & Casualty insurance license within 1 month of hire.

TGIF Solutions, Inc. is an Equal Opportunity Employer
EEOC
331 Arthur St, Kittanning, PA 16201, United States

Consultant

Mission of the Consultant 

To serve the customer base so extraordinarily that clients tell their friends and family about the agency. By using rapport building and excellent communication skills, this role will work to solve clients’ problems effectively and efficiently. This includes being the first line of defense on all service items and only passing on the ones that require a licensed agent. Proactively work with the team to relentlessly support the Account Managers. 

Desired Outcomes of this Role 

  • Quickly send Auto ID cards and handle mortgagee clauses 
  • Handle daily printing, scanning and faxing for the staff 
  • Handle billing questions (where to pay, who to pay, what to pay, why bill changed, etc…) and process payments 
  • Work to get clients on EFT or Pay in full payment options 
  • Prepare the office bank deposit every day 
  • Call late payment notices before cancellation 
  • Relentlessly work to update contact information on each and every call 
  • Enter data into the agency management system and/or rater 
  • Be the first to answer all phone calls and diligently screen the calls. Defend the Service and Sales teams. 
  • Proactively work with the Service and Sales Teams to take work from their desks that can be handled within your role 
  • Clearly and effectively communicate to the clients to manage expectations both via the phone and email. This includes taking a proactive approach 
  • Ask clients for Google reviews and educate them on the agency’s referral program 
  • Take agency claims and warm transfer them to the carrier 

Principles 

  • Address difficult issues professionally and quickly 
  • Listen to learn and strengthen the agency 
  • Be relentlessly positive with the team and see their potential when they cannot 
  • Be relentless in adopting to change 
  • Be driven to achieve the agency’s goals

Critical Competencies

  • Efficiency
  • Honesty / Integrity
  • Intelligence
  • Flexibility
  • Calm Under Pressure
  • Enthusiasm
  • Work Ethic
  • High Standards
  • Openness to Constructive Criticism
  • Listening Skills
  • Communication
  • Teamwork

TGIF Solutions, Inc. is an Equal Opportunity Employer
EEOC
331 Arthur St, Kittanning, PA 16201, United States