The Hartford · 18 hours ago
Personal Insurance New Appointment Consultant
San Antonio, TX
Full-time
Hybrid
Mid Level
$61K/yr - $92K/yr
3+ years expThe Hartford is an insurance company that aims to make a significant impact beyond traditional coverages and policies. The New Appointment Consultant will drive growth in Personal Insurance by assisting internal teams and Agents through the vetting process, focusing on relationship building and problem-solving.
Auto InsuranceCommercial InsuranceEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceProperty Insurance
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
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
Qualification
Required
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
Benefits
Short-term or annual bonuses
Long-term incentives
On-the-spot recognition
Company
The Hartford
The Hartford is an industry leading provider of property and casualty insurance, group benefits and mutual funds.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1995-12-15IPO
Leadership Team
Christopher Swift
Chief Executive Officer
Recent News
2025-12-09
2025-12-08
EIN Presswire
2025-12-02
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