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Lawrence Patterson
Agency Appointments Supervisor
Summary
Highly motivated and experienced Agency Appointments Supervisor with a proven track record of success in managing and overseeing a team of appointment setters. Demonstrated ability to develop and implement appointment scheduling strategies that optimize agent productivity and client outreach. Collaborated with sales and marketing teams to generate qualified leads and increase conversion rates. Skilled in utilizing appointment setting software and CRM systems to streamline scheduling processes and enhance efficiency. Conducted thorough background checks and verified qualifications of potential agents. Established and maintained relationships with insurance carriers, brokers, and other industry partners. Monitored key performance indicators (KPIs) such as appointment completion rates, conversion ratios, and agent utilization. Provided ongoing training and support to appointment setters to ensure compliance with regulatory and industry standards.
Education
Bachelor’s degree
December 2016
Skills
- Agency Management Systems (AMS)
- Appointment Scheduling
- Broker Relationship Management
- Carrier Contracting
- Commission Processing
- Contract Analysis
Work Experience
Agency Appointments Supervisor
- Conducted thorough background checks and verified qualifications of potential agents.
- Established and maintained relationships with insurance carriers, brokers, and other industry partners.
- Monitored key performance indicators (KPIs) such as appointment completion rates, conversion ratios, and agent utilization.
- Provided ongoing training and support to appointment setters to ensure compliance with regulatory and industry standards.
Agency Appointments Supervisor
- Managed and oversaw a team of appointment setters, ensuring adherence to strict appointment protocols and guidelines.
- Developed and implemented appointment scheduling strategies that optimized agent productivity and client outreach.
- Collaborated with sales and marketing teams to generate qualified leads and increase conversion rates.
- Utilized appointment setting software and CRM systems to streamline scheduling processes and enhance efficiency.
Accomplishments
- Developed and implemented a new agency onboarding process, reducing onboarding time by 25%
- Negotiated and secured exclusive distribution agreements with 5 new agencies, increasing the agency network by 10%
- Established a comprehensive training program for agency appointments, resulting in a 15% increase in agency productivity
- Led a team of 10 agency appointments representatives, consistently exceeding performance targets
- Implemented a CRM system to streamline agency appointments management, improving efficiency by 20%
Awards
- Industry Excellence Award for Outstanding Agency Appointments Management
- Bronze Medal in the Agency Appointments Supervisor Excellence Awards
- Top 10% Performer in the Association of Agency Appointments Supervisors
Certificates
- Certified Insurance Service Representative (CISR)
- Certified Professional Insurance Agent (CPIA)
- Licensed Property and Casualty Agent
- Associate in Risk Management (ARM)
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Essential Experience Highlights for a Strong Agency Appointments Supervisor Resume
- Managed and oversaw a team of appointment setters, ensuring adherence to strict appointment protocols and guidelines.
- Developed and implemented appointment scheduling strategies that optimized agent productivity and client outreach.
- Collaborated with sales and marketing teams to generate qualified leads and increase conversion rates.
- Utilized appointment setting software and CRM systems to streamline scheduling processes and enhance efficiency.
- Conducted thorough background checks and verified qualifications of potential agents.
- Established and maintained relationships with insurance carriers, brokers, and other industry partners.
- Monitored key performance indicators (KPIs) such as appointment completion rates, conversion ratios, and agent utilization.
Frequently Asked Questions (FAQ’s) For Agency Appointments Supervisor
What is the role of an Agency Appointments Supervisor?
An Agency Appointments Supervisor is responsible for managing and overseeing a team of appointment setters. They develop and implement appointment scheduling strategies, collaborate with sales and marketing teams, and monitor key performance indicators.
What are the qualifications for an Agency Appointments Supervisor?
An Agency Appointments Supervisor typically needs a bachelor’s degree in a related field, such as business administration or marketing. They also need experience in managing a team and in developing and implementing scheduling strategies.
What are the responsibilities of an Agency Appointments Supervisor?
An Agency Appointments Supervisor is responsible for managing and overseeing a team of appointment setters, developing and implementing appointment scheduling strategies, and monitoring key performance indicators.
What are the skills required for an Agency Appointments Supervisor?
An Agency Appointments Supervisor needs strong leadership and management skills, as well as excellent communication and interpersonal skills. They also need to be proficient in using appointment setting software and CRM systems.
What is the salary range for an Agency Appointments Supervisor?
The salary range for an Agency Appointments Supervisor can vary depending on experience, location, and company size. According to Salary.com, the average salary for an Agency Appointments Supervisor in the United States is $65,000.
What is the job outlook for Agency Appointments Supervisors?
The job outlook for Agency Appointments Supervisors is expected to grow faster than average in the coming years. This is due to the increasing demand for insurance products and services.