Agency Consultant, Insurance

The Agency Consultant will lead and consult with new agents to help them develop strong, successful agencies, increase revenue, and contribute to long-term, profitable company growth. The field leader position will require extensive travel.

This position reports to the Agency Consultant Executive.

Job Responsibilities:

• Articulate the HM story and value proposition.
• Build and maintain the agent/agency relationship with the Company.
• Consult with agents to help them identify issues and opportunities and recommend possible actions that may be taken to correct problems and improve agency operations and sales production.
• Help agencies understand and implement processes that may improve agency operations and enhance economic interest at the time of agency sale or appointment termination.
• Connect Horace Mann capabilities with local market and/or agent opportunities.
• Coach and assist agents with agency business planning to achieve targeted agency results.
• Lead agent growth through school access programs, association relationships, and marketing strategies. 
• Utilize available technology, tools, and resources to analyze agent business results and improve agency operations, growth, and profitability.
• Leverage available growth programs with agents in marketplace.
• Joint work with new agents to show how to execute in-school activities, sales presentations, etc.
• End agent engagements for underperforming agents
• Coordinate with recruiting function on agent pipeline
• Thorough knowledge and understanding of repeatable sales processes, business planning, and installation of new agents.
• Travel >50%

Education & Experience:

• Business degree or equivalent experience
• 3+ years in successful field or agency experience
• Licenses: P&C, L&H; no securities training will be performed.
• Strong business knowledge with ability to develop effective internal relationships across business functions

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Last updated on Aug 22, 2024