Regional Marketing Associate

Regional Marketing Associate

Agent Pipeline

St. Albans, West Virginia

About Agent Pipeline

Founded in 1988, West Virginia-based Agent Pipeline is one of the most successful insurance marketing organizations (IMOs) in the United States, with vast network of proud employees and satisfied customers. Agent Pipeline distributes a comprehensive mix of life and health insurance products. Agent Pipeline is a recognized market leader in the Medicare Advantage, Medicare Supplement, individual health plans, Prescription Drug Plans, and Final Expense markets. Agent Pipeline, an Integrity partner, is based in St. Albans, West Virginia.

Job Summary

The Regional Marketing Associate (RMA) position involves developing knowledge of the following skills: helping agents and agencies create and implement marketing plans; applying critical thinking skills to determine agent compensation levels; learning business acumen to help formulate decisions on matters related to agent and agency management; and ensuring proper processes are following in regards to lead distribution.

Primary Responsibilities:

• Calls on provided agent lists to generate leads; present opportunities based on the GAME model: Grab attention, Ask questions, Make recommendations and Expect action (convert leads to contracts)

• Follows up on leads in the appropriate amount of time provided; uses company provided technology to track leads; correctly and promptly dispositions lead statuses

• Uses autonomy in regards to offering contract levels (up to the GA level); sets and prioritizes goals; and offers lead and marketing assistance to agents

• Develops and utilizes tools to identify when agents may need additional training or when issues should be escalated

• Attends and participates in regional and company-wide training; applies training to daily tasks; shares applicable training with agents and agencies; asks questions and proactively searches for additional learning opportunities

• Is open and receptive to constructive criticism and feedback; actively engages in coaching sessions and one-on-one meetings; participates in team meetings and is a supportive, professional, and respectful team member

• Contributes to building the region through increased contracts, agents, production, and scope; participate in region and departmental meetings

• Applies feedback and training to day-to-day activities

• Meets or exceeds all assigned departmental metrics and key performance indicators

• Is dependable in attendance, performance, and has the ability to adapt to industry or organizational changes

• Provides customer service and agency management in the form of addressing concerns and complaints of agents and agencies; applies critical thinking and autonomy when speaking with agent and agencies; collaborating with internal departments to address accounts’ needs; and advises agents and agencies on profitable processes.

Primary Skills & Requirements:

• The ability to make difficult decisions in a timely manner and willingness to make decisions in difficult situations.

• Ability to develop and communicate goals that support the company or region’s mission.

• Identifies and resolves problems in a timely manner. Gathers and analyzes information and applies that information to solve complex problems within the assigned region.

• Proven ability to exercise sound judgement and discretion based on using the information at hand to determine how you will perform your job tasks and prioritize your work day.

• The ability to tackle a problem by using a logical, systematic, sequential approach; to analyze the organization’s competitive position by considering market and industry trends, existing and potential customers, and strengths and weaknesses compared to competitors;

• The ability to demonstrate concern for satisfying one’s external and internal customers.

• Ability to demonstrate support for innovation and organizational changes that improve the company’s effectiveness; proposes organizational change; helps others successfully manage change.

• Ability to take responsibility for one’s own performance by setting clear goals and expectations, tracking progress against goals and metrics, recognizing and addressing performance problems and issues promptly.

• Ability to ensure information is passed on to others in a clear, concise, and consistent manner.

• Ability to express oneself clearly and professionally in business writing.

• Ability to develop, maintain, and strengthen partnerships with others both inside and outside the or