Job Description

This position will provide agency education and instruction on the web-based tools of Johnson & Johnson and USLI to already appointed independent insurance agents. This person will also provide additional product information for a specific list of USLI products and develop sales strategies targeted at those products. The geographic territory will be Oregon & Washington, and this position will require extensive travel throughout this territory. The person will be responsible for conducting a minimum of 20 agency visits per week.

Job Responsibilities:

• Develop list of targeted USLI products and present these products on each agency visit to promote the use of the products by the Agency on a regular basis.
• Conduct Web Training to Agents & CSR for: USLI Products; Other J&J Products; Raters; JJPF; Accounting tools; and any other tools created for the agency to utilize to produce business on the web.
• Help CSRs and Agents with questions regarding doing business with J&J by ensuring the right person in the office is in contact with the Agency Representative with a question.
• Develop weekly Travel Plan to effectively execute 20 agency visits per week
• Interact with the Territory Managers, Marketing Representatives and Production Supervisors/Managers to identify and follow up on individual sales opportunities.
• Update a weekly “Dashboard Report” with pertinent sales data to track results of agency visits and various sales activities; present report at a weekly or bi-weekly meeting.
• Utilize USLI sales training tools to create a friend in the agency, organize and execute effective sales calls and effectively train Agency Representatives on the Web based tools on the J&J website.
• Provide feedback and ideas for the development and revisions of a Web Products Sales Sheet.
• Must maintain all education requirements to perform in this position as set forth by management
• Must have and maintain valid driver’s license and be eligible for company auto insurance.

Education and Work Experience:

• College degree OR equivalent business experience preferred but not required
• Candidates will be expected to pursue continuing education and insurance designations/licenses as outlined in the training and development plan. This will require self-study.
• Strong communication and organizational skills, networking and relationship ability and ability to work independently in a fast-paced environment
• Remain flexible under the pressure of a heavy workload and critical deadlines

Open to coaching and continuous improvement

Knowledge, Skills & Abilities:

• General knowledge of the Property-Casualty Industry
• Knowledge of J&J Property & Casualty products - ability to differentiate J&J products/services from competitors
• Knowledge of USLI Property & Casualty products - ability to differentiate USLI products/services from competitors
• Interest in selling products and services based on customer needs
• Strong customer service skills
• Ability to maintain confidentiality
• Capacity to analyze information and general math skills
• General knowledge of all applicable rating systems
• Research skills
• Attention to detail
• Decision making
• Coordination and organization of weekly Agency Visit Schedule and any follow-up items resulting from each agency visit
• Ability to multi-task, prioritize, make quick decisions and be flexible in a fast-paced environment
• Computer experience: MS Word, Excel, PowerPoint, MS Teams
• Ability to be a team player and work productively with your teammates at J&J and USLI
• Excellent oral and written communication skills
• Exceptional interpersonal skills
• Ability to clearly and effectively present (both written and verbal) to external business partners, management, and internal business partners
• Exhibits a professional appearance when representing the organization during agency visits or business meetings
• Strong negotiation skills

Typical Physical Demands:

• Requires the ability to sit or stand for long periods of time, occasional stooping, and reaching; May require lifting up to 25 pounds; requires normal range of vision and hearing with or without accommodations.

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