JOB SUMMARY

Our client is a well-established California nonprofit association dedicated to providing on-site technical assistance and specialized training for rural water and wastewater systems. To help fund its operations, the association has affiliated organizations that serve the water industry and provide various benefits to its members. One of these is a full-service insurance agency that focuses on providing its clients with comprehensive and affordable coverage for their water and/or wastewater systems. The agency also plays a pivotal administrative role in a specialized risk pool program for California water and/or wastewater entities. 

This temp-to-hire position will play a vital role in expanding the agency and its risk pool program throughout California, growing the book of business, and educating association members and program participants on all the coverages and offerings available to them.

The Client Development Specialist (CDS) will assist with tasks including, but not limited to, promoting and advertising the agency’s insurance offerings and programs via phone calls, emails, and in-person field visits, educating current members and clients about the services and benefits available to them, coordinating between “in-office” insurance staff and current/potential clients, and other tasks as assigned by agency management to support organizational needs. The CDS may take direction from the agency’s Project Manager, but will ultimately report to the Managing Agent.

SERVICE LOCATION

The selected candidate will work remotely from their home office. This position will require frequent travel throughout the State of California, occasional in-person meetings at the client’s Northern California office, and possible attendance at the organization’s annual industry conference.

SUMMARY OF ESSENTIAL JOB FUNCTIONS

The CDS will be responsible for promoting these essential job functions:

· Engagement and Education - Utilizing the existing membership list and other available marketing lists, visit and contact systems to build connections and help them better understand the wide range of insurance offerings available as part of their membership.

· Promotion - Demonstrate the comprehensive value of the risk pool program by highlighting its significant premium savings, program stability, the benefits of association membership, and its specialized coverage enhancements. Promote other insurance offerings not included within the program based on system needs and company initiatives. 

· Campaign Development – Develop marketing and pitch materials, scripts, email templates, and other tools as needed to promote the agency’s offerings. 

· Staff Coordination – Effectively communicate with the insurance project manager and customer service representatives to ensure that leads are presented in an organized and consistent manner. 

· Database Organization – Regularly update and maintain new and current contact databases to preserve accurate email addresses, phone numbers, and preferred water system contacts. 

· Industry Education – Review educational materials pertaining to the association and its related insurance entities as needed, and as directed by agency management, in order to effectively communicate with clients and to identify potential opportunities for growth. 

· Additional Duties – Undertake tasks as assigned by the Managing Agent and/or Project Manager to support organizational needs. 

PHYSICAL DEMANDS

· Travel will be required for extended periods of time throughout the state by car or airplane.

· Ability to lift 20lbs or less.

· Sitting, standing or walking for long periods of time.

· Use of office equipment, i.e., computers, fax, copiers, phone equipment, etc.

· Hearing and vision within normal ranges with or without correction.

TRAVEL AND REIMBURSEMENT

The CDS will utilize their own vehicle for travel wherein flying is impractical. The client will provide mileage reimbursement at the federal rate along with Federal per-diem rates as established by county. The client will provide reimbursement for lodging, flights, and/or rental cars as needed. Reimbursements are submitted and processed monthly. Some Out-of-State travel may be required.

BENEFITS

This opportunity begins as a full-time, temp-to-hire assignment, with the potential to convert to a permanent, full-time position with the client. The position includes 40 hours of paid sick leave per year during the temporary assignment. Upon conversion to a direct hire, the client’s full suite of benefits would become available. 

EQUIPMENT PROVIDED

The client will provide a laptop computer, an e-mail address, and any office supplies needed to conduct this job efficiently.

MINIMUM REQUIREMENTS

· California Property & Casualty Agent/Broker Insurance License

· Effective verbal and written communication skills.

· Strong organizational skills and interpersonal skills.

· Strong attention to detail and excellent problem-solving skills.

· Strong sales skills, including the ability to negotiate effectively and understand the needs of future and current clients.

· Ability to meet deadlines and professionally maintain composure and effectiveness under pressure and changing conditions.

· Ability to learn new duties and adjust to new situations encountered on the job within a reasonable amount of time.

· Ability to work independently, maintain a consistent schedule, and be self-motivated.

· Proficiency in MS Office applications.

· 5-10 years of Outside Sales and related experience in the insurance industry.

· Valid Driver's License.