Top 134 Client services technical supervisor Jobs in Edmond, Ok

Insurance Sales Agent
Aarvin Insurance Services LLC —Oklahoma City, OK
- $50,000 - $105,000 a year
- Weekends as needed
- Spanish
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Team Lead - Site Civil
Professional Engineering Consultants —Oklahoma City, OK
- Full-time
- 7 years
- Customer service
- Engineering
Quick Apply
Mechanical Engineer PE
System One —Oklahoma City, OK
- $100,000 - $150,000 a year
- Hybrid work
- Engineering
- System design
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Services Technical Supervisor
Oklahoma City Public Schools —Oklahoma City, OK
- Weekends as needed
- School experience
- Computer science
- Computer Science
Supervisor, Client Services
Cotality —Oklahoma City, OK
- $50,300 - $61,000 a year
- Full-time
- Mid-level
- Supervising experience
- Bachelor's degree
- Paid parental leave
- Paid holidays
Compliance Manager
Oklahoma City Housing Authority —Oklahoma City, OK
- $53,620 - $80,429 a year
- Computer literacy
- Mid-level
- Office
Compliance Specialist
Oklahoma City Housing Authority —Oklahoma City, OK
- $42,012 - $63,018 a year
- Management
- Computer literacy
- Mid-level
Director of Event Services
Legends Global —Oklahoma City, OK
- Extended hours
- Sales
- 5 years
- Computer literacy
Operations Supervisor, Outbound
Riverstone Logistics —Oklahoma City, OK
- Extended hours
- Mid-level
- US work authorization
Quick Apply
11d
Systems Support Specialist II - City
The City of Oklahoma City —Oklahoma City, OK
- $35.81 - $54.80 an hour
- Weekends as needed
- Background check
- Customer service
- Military
- Health insurance
- Opportunities for advancement
9d
Client Services Technician
Oklahoma City Public Schools —Oklahoma City, OK
- Weekends as needed
- School experience
- Writing skills
- Mid-level
Systems Support Specialist II - City
City of Oklahoma City —Oklahoma City, OK
- $516 an hour
- Weekends as needed
- Background check
- Customer service
- Military
- Health insurance
- Opportunities for advancement
9d
WIOA Monitoring Manager
The State of Oklahoma —Oklahoma County, OK
- $34.13 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
3d
Helper/laborer
Blu-ko Contracting —Oklahoma City, OK
- $18 - $50 an hour
- Full-time
- Construction site
- Basic math
- Power tools
Quick Apply
Route Supervisor
Superior Linen Service, Inc. / SUP —Oklahoma City, OK
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Quick Apply
Employee Experience Specialist
WEOKIE Federal Credit Union —Oklahoma City, OK
- Full-time
- Customer service
- Mid-level
- Office
Quick Apply
1d
Receiving & Delivery/ Mail Clerk
UNIVERSITY HOSPITALS TRUST —Oklahoma City, OK
- $15.53 an hour
- Full-time
- Office
- Ability to climb stairs
- High school diploma or GED
Quick Apply
4d
IT Bench Technician
Oklahoma City Public Schools —Oklahoma City, OK
- Weekends as needed
- School experience
- Mid-level
- Office
Solutions Engineer II
United Systems, LLC —Oklahoma City, OK
- On call
- Mid-level
- Travel
- Scripting
- Paid holidays
- Disability insurance
9d
Treasury Client Services Prof III
BOK Financial —Oklahoma City, OK
- Microsoft Word
- Microsoft Excel
- Office

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Insurance Sales Agent

Aarvin Insurance Services LLC
Oklahoma City, OK

Quick Apply

Job Details

Full-time
$50,000 - $105,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Flexible schedule

Qualifications

Spanish
Customer communication
Teamwork
Interpersonal skills
Process improvement
Insurance Producer License
Insurance sales
Life & Health Insurance License
Account management

Full Job Description

PRODUCER

Mission of the Producer

To grow the personal/commercial book of business by maximizing the insurance sales process and applying these strategies daily. This includes calling on lost business, unsold quotes, and monoline business for account rounding, attending networking activities, and building relationships with centers of influence. This role is the face of our agency in the community as well as for agency prospects.

Desired Outcomes of This Role

1. Sell over $50,000 in new business policies per month a. Call lost business list each week b. Call unsold quotes coming up for renewal each week c. Meet with one center of influence each week d. Attend one networking event each week e. Take on a leadership role in the community f. Market all accounts and present proposals g. Place business according to agency goals h. Stop, listen, and ask questions of your customers to clearly understand their needs and build solid relationships i. Develop a personal improvement plan and take responsibility for learning and improving technical and sales skills regularly

2. Follow the new business sales process and maintain a closing ratio (from quoted to sold) of over 70% a. Connect with new inbound inquiries in under 30 minutes b. Follow up 2-3 times on web leads, using all forms of communication c. Complete all outbound calls each week (lost business, unsold business) d. Complete follow- up process after presenting a proposal. e. Ask for referrals f. Use strategies to sell policy features and avoid selling on price g. Update agency management system immediately with any new client information obtained h. Prequalify insurance prospects for insurability and if the quality of the risk meets agency standards i. Quote new prospects and prepare a quote proposal, focusing on recommending the best carrier for the client, not always the least expensive. j. Obtain signed proposal, apps, payment, and finalize all underwriting needs

k. Closing ratio will be monitored and adjusted as needed; the closing ratio is determined by the number of opportunities that are quoted vs. bound

3. Work to improve agency premium retention with a goal of 92% a. Account round all new business b. Sell business according to the agency standards

4. Identify networking group opportunities a. Identify networking groups and events in the community b. Attend a minimum of 4 community/networking events each month c. Represent the agency as if it were your own

5. Identify and connect with centers of influence a. Conduct one meeting per week or 4 meetings per month with centers of influence b. The goal is to connect with them to generate referrals

6. Work to support the marketing and branding team in the following ways: a. Suggest blog, email, and social media topics to the marketing department b. Share agency social media posts on personal social networks c. Participate in pictures and agency branding opportunities when invited

7. Be available to connect with prospects on their time. This includes responding to web forms in the evening

and on weekends.

8. Proper management system usage a. Use the management system as directed by the agency owner b. Put all new prospects into the management system and update notes c. When speaking with or emailing a client, update the management system immediately d. Respond to all account manager or underwriter questions and/or emails within 24 hours

9. Positive attitude and efficient work ethic a. Work to increase and improve efficiency daily. This includes always finding ways to streamline processes, using technology tools to the fullest, and limiting general distractions b. Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel c. Demonstrate the company’s core values in the way your live and work, including participating in company service and health initiatives.

Key Performance Indicators (Metrics)

Key Performance Current Goal Date to Track Method to Track
Indicator

New Business Sales $50,000 Monthly Management System
New Business Report

Retention Rate 92% Monthly Management System
New Business Report

Sales Activities Varies Weekly Agency CRM Tool or
Management System

Principles

● Address difficult issues professionally and quickly

● Be relentlessly positive with the team and see their potential when they cannot

● Outlast the suck of adopting change

● Be driven to achieve the agency’s goals

Critical Competencies

Efficiency Able to produce significant output with minimal wasted effort.

Honesty/Integrity Does not cut corners unethically. Earns trust and maintains confidences. Does what is right, not just what is easy.

Organized & Planning Plans, organizes and schedules in a productive manner. Focuses on key priorities.

Aggressiveness Moves quickly and takes a forceful stand without being abrasive.

Follow-Through Lives up to verbal and written agreements, regardless of personal costs.

Persistence Demonstrates tenacity and willingness to go the distance to get something done.

Proactivity Acts without being told what to do. Brings new ideas to the company.

Enthusiasm Exhibits passion and excitement over work. Has a can do attitude.

Work Ethic Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.

High Standards Expects personal performance and team performance to be nothing short of the best.

Openness to Criticism and Often solicits feedback and reacts calmly to criticism or negative feedback.

Ideas

Listening Skills Let others speak and seeks to understand their viewpoints.

Communication Speaks and writes clearly and articulately without being overly verbose or talkative.

Maintains this standard in all forms of written communication, including emails.

Teamwork Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.

Persuasion Able to convince others to pursue a course of action.

Performance Review

● Weekly meeting with the sales manager to review pipeline, sales, and management system usage.

Sample 5-year Compensation projection

Job Type: Full-time

Pay: $50,000.00 - $105,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance

Language:

Spanish (Required)

License/Certification:

Insurance Producer License (Preferred)
Life Insurance License (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

client services technical supervisor jobs in edmond, ok

Insurance Sales Agent

Team Lead - Site Civil

Mechanical Engineer PE

Client Services Technical Supervisor

Supervisor, Client Services

Compliance Manager

Compliance Specialist

Director of Event Services

Operations Supervisor, Outbound

Systems Support Specialist II - City

Client Services Technician

Systems Support Specialist II - City

WIOA Monitoring Manager

Helper/laborer

Route Supervisor

Employee Experience Specialist

Receiving & Delivery/ Mail Clerk

IT Bench Technician

Solutions Engineer II

Treasury Client Services Prof III

I want to receive the latest job alert for client services technical supervisor in edmond, ok

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