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Company Name
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Horace Mann
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Company Type
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Retail Agency
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Position Title
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Client Retention Specialist
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Position Location
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Tulsa
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Estimated Salary Range / Compensation
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50,000
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Position Description / Overview
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• Solicits and writes new policies from both inside and outside the agent’s book of business
• Follows consistent sales process for all prospects for:
-- Prescreening
-- Quoting
-- Sales tracks
-- Application completion
-- Follow-up
• Thoroughly understands and follows rating plans and underwriting
• Ensures that all required documents are signed, filed, faxed and/or submitted
• Follows all compliance guidelines and procedures
• Maintains knowledge of new products
• Actively solicits expiration dates from new customers
• Asks all customers for referrals
• Develops agency relationship with existing customers
• Meets the production requirements and goals assigned by the agent
• Maintains a sales record each month and provides a copy to the agent
• Manage prospecting campaigns
• Sends solicitation letters to prospects
• Works prospecting processes as outlined by the agent
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Minimum Requirements / Skills
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• High school education (or equivalent)
• Some college preferred
• Computer proficiency (including Microsoft Word, Excel)
• Well-developed verbal and written communication skills
• Organization skills
• Customer service oriented
• Detail and multi-task oriented
• Dependable and self-motivated to succeed
• Ability to work with minimal supervision
• Must qualify for and obtain (product) license within 30 days of hire
• Professional image
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Contact Information
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Nickey Lee
Lee Insurance and Financial Services
The Horace Mann Companies
6216 S Lewis Ave Suite 108
Tulsa, OK 74136
918-392-5270 ph
918-392-5441 fax
nickey.lee@horacemann.com
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Email *
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nickey.lee@horacemann.com
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