Personal Insurance New Appointment Consultant

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.   

As a New Appointment Consultant you will be a driving force of our growth in Personal Insurance.  We have recently launched our Prevail Product and Platform in ten states and will expand to 30 by 2027.  Prevail is an innovative product empowering our Agents and Customers with cutting edge tools that will allow us to win together.  In this role you will be responsible for assisting internal teams and Agents going through the vetting process.  This is a dynamic role that is a great fit if you enjoy relationship building, working in an agile environment, problem solving and are highly organized.  In this role you will be a direct contributor to our growth objectives in Personal Insurance.

In this role you will be responsible for assisting New Appointment Specialists shepherd Agents going through the new appointment process.  This role will be rewarding if you enjoy problem solving, managing a process, building relationships, and are highly organized.  You will be responsible for prioritizing and organizing much of your work so strong time management is a must.  In this role you will act as a liaison between various enterprise teams and Agents to deliver the desired outcomes.

Work Arrangements:

This role can have a Hybrid or Remote work arrangement.  Candidates who live near one of our office locations will have the expectation of working in an office three days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. 

Responsibilities:

As a member of the New Appointment Team, the incumbent will be responsible to collaborate with Division Sales Executives, Regional Sales Executives and Sales Executives on providing agency consultations that enhance the agency / company relationship.  In this role the SPC will act as a liaison between various enterprise teams to deliver the desired outcomes. Success in this role is determined by the effectiveness of the consultation as determined by the Divisional team including the profitable growth of the division. The SPC will conduct research and ongoing sourcing activities to identify new appointments and analyze prospect agency characteristics.

• New Appointment Opportunities: The SPC builds and maintains ongoing lead lists of prospective agencies for each of their assigned territories.  This includes research through a variety of sources (internal & external) and verification through an internal CRM.  Productive partnership with New Appointment Recruiters is vital in uncovering successful leads.
• New Appointment Onboarding: The SPC coordinates the new agency onboarding process from the time of selection through completion.  Onboarding includes, but is not limited to the collection, tracking and conversion of pipelined accounts as well as ensuring timely completion of agency training.  Collaborative partnership with agencies, Licensing & Contracting, the New Appointment Recruiter and the Small Commercial Sales Representative are critical.
• Problem Solving: The SPC serves as the facilitator on a variety of problem-solving items. This includes consultative alignment with various internal departments for new appointments, agency mergers or acquisitions; code additions/changes; terminations; and agency structure revisions.

​Qualifications:

• A minimum of 3 years work experience preferably in a sales or customer service environment.
• Bachelor’s Degree preferred, or equivalent combination of education, training and experience.
• Ability to manage multiple, high detail, deadline sensitive goals with a team-focused attitude.
• Excellent communication skills (both verbal and written).
• Excellent relationship building skills.
• Ability to adapt to a changing environment.
• Customer service oriented and ability to analyze reports to provide findings.
• Strong problem-solving skills and solution oriented.

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:

Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age