Schofield Insurance and Financial Services, LLC

JOB DESCRIPTION

Title

Production Assistant

Reports To

Megan Schofield

Location

601 Archer Ave, Marshall, IL 62441

900 Wabash Ave, Terre Haute, IN 47807

Brief Description

This position requires a pleasant, personable, and positive individual with a bachelor degree and/or 4 years of applicable work experience.  It will require the acquisition of a Property & Casualty and within 1 year of employment, a Life & Health Insurance license.  

We have a quality-driven, client-focused, hard-working environment that is challenging while simultaneously fun, productive, educational, and rewarding for us and our clients.  We are looking for a master multi-tasker who can balance quoting new prospects and service work, while staying community focused. We are looking for positive prospect and client experiences at every interaction. We are looking for an encouraging, experienced, well-organized individual who can work in a fast-paced environment and take direction. 

This position will involve 50% prospect & client interface and 50% office organization. This is a full-time position that is expected to require 40 hours per week.  An occasional evening or weekend event may be required (3-4 per year).  Clear and consistent communication, both written and verbal, is also crucial to the success of this position. A positive, can-do, solutions-oriented attitude is a must. You should have knowledge of all aspects of the Microsoft Office Suite, the ability to navigate a Corporate/Client database and property assessment websites. 

We are a results-oriented business and have a culture that is focused on high standards.  

Job responsibilities will include, but not be limited to:

• Processes incoming prospect inquiries – Quoting auto, home, commercial and umbrella policies for Agent

• Ability to source and contacts prospective clients about products & services – this does not include prospects who find their way to our office, this is sourced, nurtured, and sold prospects to clients for commissions in excess of guaranteed salary

• Ability to participate in approved Networking Events and other Center of Influence building opportunities, as approved by Owner

• Meet with existing clients as needed, policy changes & “one-off” client requests

• Coordinate all requests for additional documentation from underwriting that include photos and valuations

• Lead in client claims experience

• Secondary client service support, phone/walk in/email

• Maintain continued education for all licenses

• Attend weekly team meetings

• Maintains print and electronic records and files as required

• Other duties as may be required from time to time

COMPENSATION:

• You will be paid an annual salary of $35,000

• In addition to the annual salary, you will receive percentages of 1st year commission on any new business personally produced – based on the grid below. All produced monthly premium amounts reset every 1st of the month. 

        *Grid continues as monthly premium grows

• If Production Assistant holds 10%+ commission rate for one full quarter, PA will be bonused an additional $500

• Production Agent will be paid monthly, on the 28th of every month – that monthly payment will include salary and the previous 30 days commission statements. 

• A SIMPLE IRA retirement plan will be extended to employees at their 6 month employment date. Schofield Insurance and Financial Services will match employee contributions up to 3%. 

• You will receive two weeks of paid vacation, prorated at start date. No more than 5 full days can be taken at one time, unless approved by management. Vacation days can be taken in half-day or whole day increments. Vacation must be scheduled a minimum of 30 days in advance. In addition, the agency has eight paid holidays. (New Years Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day & following Friday, Christmas Eve & Christmas Day)

Additional Notes:

• A background check will be done as part of the hiring process

• There will be a 30- and 60-day progress review.  There will be a 90-day probationary period and full performance review.  After 90 days, if performance warrants, there will be annual performance reviews.

• Every effort will be taken to help ensure that the Production Agent is successful; however, you are an employee at will. If minimum requirements are not met consistently, a review of work and minimum requirements will be conducted every 30 days for 4 months, for shown improvement or termination. 

• Our agency is a professional setting; therefore, we do have a dress code. 

  • Business casual: dress pants or slacks, shirts with collars, blouses, tops & sweaters, dresses  

  • Jeans are acceptable daily between the months of October – March, then on Friday’s 

  • Please do not wear t-shirts, torn denim, flip flops, revealing clothing 

• We are a tobacco/drug/alcohol free workplace

Culture:

The culture of our practice is very important to us.  It is a big part of what differentiates us from other insurance and financial services providers.  Our clients’ experience must match the messaging we put out.  Therefore, we are committed to:

• Quality across all aspects of our business

• Having a business culture of fun, flexible, simplicity, client-focused and results-oriented                                                   (Culture is what you do, not what you say)

• Consistently providing the highest level of service to our clients, prospects and referral sources

• Being easy and convenient to do business with

• Focusing on simplifying, streamlining and continual improvement of efficiencies

• Focus on core clients that we are well suited to serve effectively and profitably

• A high degree of integrity, respect, and doing the right thing (internally & externally)

  • You are an extension of our office, our brand, and Megan Schofield 

• Being visibly and actively involved in the communities we serve (including events, non-profits, and growth/business focused organizations)

• Communicate clearly and frequently with all clients and prospects