CATIC · 2 months ago
Agency Advisor - CT Region
United States
Full-time
Remote
Mid LevelCATIC is a company focused on providing services to agents in the CT region. The Agency Advisor role is designed to enhance policy submissions from high potential agents through training, sales planning, and maintaining industry contacts.
Financial ServicesInsurance
Responsibilities
Provide a high level of service and training to identified agents to increase their policy submission to the company
Determine appropriate sales/service plans for each identified agent and execute on the same
Monitor and assess business levels of assigned accounts to ensure revenue growth
Evaluate agent needs
Lead all aspects of sales process, while calling upon other company resources to assist in execution of sales/service plan
Work with and maintain an open dialog with Compliance Representatives and in-house Agency Advisors who are involved with identified accounts
Meet established sales and revenue goals
Maintain up-to-date understanding of industry trends and technical developments that effect target markets
Establish and maintain industry contacts that lead to sales
Identify and gather information with regard to high quality, high potential conveyancing prospects and work with manager to convert these potential new accounts into policy producing agents
Develop and deliver sales/service training presentations
Work with Compliance Consultants to facilitate the Agent Audit process
Participate in sales forecasting and planning
Develop and maintain communications in a cooperative and professional manner with all levels of staff and customers
Compliance and adherence at all times with the organization’s Code of Ethics and Conduct as well as all of our company policies
Perform other duties as assigned
Qualification
Required
Must have valid driver's license and be willing to be 'on the road' 80% of time
Must have strong interpersonal skills, maturity and good judgment and be capable of communicating with a diverse range of individuals
Excellent oral and written communication skills including formal presentation skills before both small and large groups
Demonstrated ability in problem solving and negotiation with special emphasis on closing the sale
Ability to work as part of a team
Bachelor degree in business, marketing or a related discipline, or equivalent work experience
Experience working with real estate attorneys and paralegals
Company
CATIC
CATIC has provided high-quality professional services to insured lenders, attorneys, home buyers, & members of the real estate community.
Founded in 1965
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
C
Christina Colbert
Vice President, Senior Title Counsel
Recent News
HousingWire.com
2025-04-19
2025-04-17
2024-10-30
Company data provided by crunchbase