Agency Sales Management Assistant - Job description

Position Objective
The Agency Sales Management Assistant provides support to the Agency
Sales Manager and assists in supporting the agents and agency staff in the
district. Assistants not only manage the day-to-day activities of an Agency
Sales Manager`s office, but also serve as a direct line resource to agents and
their staffs to help them be successful in reaching their goals. They assist
and collaborate with Agency Sales Managers to efficiently and effectively
manage district operations and implement initiatives.

Primary Accountabilities
A. District Management Assistance (35%)

Assists in the set-up and coordination of district-level marketing

events and meetings as directed by the Agency Sales Manager;
attends events as necessary.
Assists in managing customer complaints that come directly
through the Agency Sales Manager`s office; elevates customer
complaints as appropriate to Sales Business Strategy &
Planning/Operations & Compliance.
Runs and consolidates agency/district-specific reports at the
request of the Agency Sales Manager.
Provides assistance and coordination for district-level training
needs, working in collaboration with the Nexus Training Department
when appropriate.
Monitors and manages banked and open agencies as directed by
the Agency Sales Manager.
Gathers agency data for compliance to underwriting rules; audits
agent files at the direction of the Agency Sales Manager for corporate
compliance.

B. Agency & Agency Staff Assistance (25%)

Verifies agent and staff authorization / licensing within the

district.
Provides on-boarding support for new agents and staff, including
but not limited to office set-up, move coordination, telephone
services, signage, security, supplies and banking.
Answers on-going questions from agents and agency staff
regarding the use and functionality of company-provided technology
tools and systems; refers them to websites and manuals as
appropriate.
Provides marketing support and best practices information to
agencies as directed by the Agency Sales Manager.

Agency Sales Management Assistant - Job description

Assists in implementing best practices within agencies at the

direction of the Agency Sales Manager.

C. Administrative Functions (20%)

Manages the day-to-day functions of the Agency Sales

Manager`s office, including but not limited to answering phone calls,
managing appointments and calendars, managing the office`s
website, coordinating travel needs of the Agency Sales Manager,
scheduling meetings, filing, monitoring email and voice mail
messages, addressing the needs of walk-in customers and clients.
Assists the Agency Sales Manager with district expenses and
submitting reimbursements.

D. Agency Staff Recruitment Assistance (10%)

Advertises/posts open agency staff positions at the request of

agents in the district.
Accepts and reviews applications; at the request of the hiring
agent, conducts screening to confirm that candidate meets American
Family Agency Staff appointment standards.
Schedules and coordinates interview appointments with
candidates and interviewer(s).

E. Office Back-up (10%)

Monitors and controls the daily activities of the office in the

absence of the Agency Sales Manager.
Serves as a resource to agencies by effectively handling matters
brought to her/his attention.
Provides excellent customer service over the phone or to walk-in
customers; effectively answers questions and inquiries in the absence
of the Agency Sales Manager.

Job Competencies

Achieve Results
Be Accountable
Maximize Customer Experience
Adaptability
Concern for Quality
Initiative
Relationship Building
Technical Expertise

Education/Licenses/Designations

Agency Sales Management Assistant - Job description

Successfully obtain and maintain the appropriate insurance

authorization / licenses in Property, Casualty, Life and Health as
required to do business with Family and its alliances within 6 months
of employment. Note: Obtaining a personal lines license does not
fulfill the property and casualty license requirement.

Specialized Knowledge and Skills Requirements

Ability to work flexible hours and shifts.

Ability to work nights, weekends and holidays.
Demonstrated experience in administrative work and general
office administration.
Demonstrated experience in successfully working in a customer
service oriented environment.
Demonstrated experience operating a PC and other office
equipment (e.g. calculator, copier, fax machine).
Solid knowledge and understanding of Microsoft Office products.
Valid driver's license required plus an acceptable driving record.

Travel Requirements

This position requires travel up to 0% of the time.