1. Employment Profile: What exactly does a n Account Representative do? |
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 What field is your job in?
Insurance
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What is your job title?
Account Representative
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Please provide a brief description of the firm or organization that you currently work for
(size and general description of what type of organization it is)
I work for an individual or exclusive insurance agent, meaning my boss is a self-employed agent that sells for a nationwide insurance company. This is a small business environment, with 4 employees other than the agent.
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How long have you been employed in this position?
1 year and a half
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How many hours do you work a week on average?
40
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Please provide a BRIEF description of your duties and responsibilities. (job description)
My duties include servicing existing client policies, up-selling existing clients and marketing to new prospects to build our client base.
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What was your gross income last year? Please include any bonuses or incentives received.
30,000
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What is your expected gross income for this year? Please include any bonuses or incentives you expect to receive.
33500
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Please
list any benefits you have (Please include number of weeks vacation,
sick leave and type of health insurance, retirement plan 401k)
major medical plan
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Do you feel you are under/well/over compensated at your current position?
under compensated
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2. Work environment! |
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Does
your job entail you working with others on a daily basis? Is this
something you like/dislike about your job? Explain
Yes, I work in an office with 4 other people, and a lot of what we do involves communicating with each other. I like working with other, I actually wish to work with more people in a bigger office.
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Do you work collaboratively with supervisors/managers?
Yes
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Do you work collaboratively with your co-workers?
Yes
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Describe
your work location (e.g., office, home, theatre, in the field) and what
you like/dislike about working in it
I work in a small office space that is average in quality. I do not like the quality of the building, I feel the environment could be cleaner.
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Please rank in order of importance from 1-8 (1- most important 8- least important) Assign each number once.
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4 Income
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1 Work Environment - co-workers
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2 Work Environment - supervisors
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5 Benefits
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6 Hours
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7 Level of responsibility
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3 The actual "work" you do at your job
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8 Job Title
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3. How should someone new to the workforce get a J-O-B like yours? |
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If someone wanted to go about getting a job similar to yours, what would you recommend for him or her to do?
Get your insurance licenses for the state you live in first. Second, approach individual agencies and stress the fact that you are licensed. that makes a big impression.
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What
skills do you think a person should have if they want to pursue a
position like yours? Please be specific and explain why (e.g., social
skills, organization skills, technical skills)
Multi-tasking ability because you will be overwhelmed with many tasks. Social skills are important because this is a people business and selling involves talking with people constantly.
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Do you feel that you need a certain level of education or training to be successful in your job?
I think you need either some work experience or a few years of higher education
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What advice would you give to someone who was about to start work in your position/ line of work?
If you are willing to work hard, you will become very valuable in this industry and gain demand from individual agents.
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