| Percentage | Job Functions |
| 40 | Policy & Document Maintenance- Ensures compliance with policy provisions
- Communicates with the insurance companies, customer service teams and customers to ensure customer needs are met
- Collects and distributes information to appropriate individuals
- Receives and reviews documents for accuracy, requests additional information when needed, and approves submitted documents
- Monitors process to ensure completion and compliance with requirements
|
| |
| 40 % | Marketing and Sales of Crop and Livestock Insurance Products- Identifies prospective and current customers with insurance needs
- Determines approach for establishing a relationship with each potential customer
- Meets with customers to analyze customer needs and determine appropriate products for crop and livestock policies
- Services and sells new products to existing customers
- Sells insurance products to new customers
- Develops a marketing plan for an assigned territory
- Allocates marketing budget dollars to activities and materials
- Orders and delivers marketing materials
- Coordinates sales and marketing activities with other Association employees
|
| 10% | Relationship Management- Joins and participates in community and industry organizations & events
- Creates a standard of communication and cooperatively works with their local processing team, their team leader, and other coworkers.
- Develops relationships with industry professionals including AIP underwriters, marketing reps, auditors, adjusters, FSA employees, etc.
|
| 10 % | Career Development- Identifies and attends trainings and meetings to enhance knowledge of the industry, customers, and financial services
- Stays up to date and adapts to changing technologies
- Trains with other members of the team to gain knowledge and experience
|
| n/a | Other duties as assigned to meet the needs of the organization. |