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Account Rep. II in Maple Shade Township, NJ at Holman Insurance Services

Date Posted: 4/3/2019

Job Snapshot

Job Description

Job Posting - External


Know-How includes every kind of relevant knowledge, skill, and experience, however acquired, needed for acceptable performance in a job or role. Know-How has three dimensions: Practical/Technical Knowledge, Planning, Organizing and Managerial Knowledge; and Communicating & Influencing Skills. In the space below, please list the minimum requirements within each of the categories.

Education and/or Training:

  • Four-year college degree or demonstrated equivalent experience as determined by department management.
  • Property & Casualty Insurance License

Relevant Work Experience:

  • Minimum of one-year experience in insurance industry
  • Has maintained a $25,000 minimum monthly average premium in personal lines with at least 10 households/month
  • Maintains a quality book of business – 85% retention and 1.4 policies per household

Planning/Organizing/Managerial Knowledge:
(Ranges from task-focused to integrating related functions, to broadly strategic integration)

  • Flexibility in work schedule.  This position will require some evening and Saturday hours.  Qualified candidates will also be able to travel within the local NJ and PA markets for meetings, prospecting calls and network development.
  • Adaptability.  Holman Insurance Services is the newest division in a successful group of growing companies.  Candidates must have a “get it done” attitude and be willing to adapt and change as the business grows.
  • Individuals must be highly organized and exceptional at following-up on assigned tasks
  • Focused on learning and personal growth.
  • Become acquainted with, and a robust user of, the Agency Management System as chosen and installed by the business.  This will include attending both live and recorded training sessions as well as independent study and 1-1 training in office.

Communicating & Influencing Skills:
(Does the job require communication, reasoning with others, or changing behaviors?)

  • Individuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment.
  • A demonstrated ability to develop genuine relationships with selected business partners and fellow team members within the insurance operation.  Candidates must be outgoing and able to inspire and motivate potential referral sources.
  • Dedicated to delivering exceptional customer care to all prospects and clients of the business.
  • Able to interact comfortably, both over the phone and in person, with prospects, clients, referral sources and business colleagues both in and outside of the Holman group of companies.
  • Excellent writing and communication skills.


Indicate those statements that describe the process by which this position solves problems. Show the % that the relevant statement represents among all problem solving done by this role. The sum of percentages indicated for each category should equal 100%. For each relevant statement, give an example of a problem and the method of resolution.

The problems are similar to each other and have a limited number of predefined solutions. Standing procedures/plans and/or a structured routine directs the problem solving process.

  • % of all problems: 70%
  • Managing incoming call volume and gather pertinent information to satisfy customer needs/requests

The problems encountered are dissimilar and typically have a number of solutions. The solutions may be derived from a general plan or a flexible routine may be utilized to solve problems of this type.

  • % of all problems: 25
  • Endorse and processing customer change requests.

The problems encountered are unique situations and there is an unlimited number of solutions, many of which are unknown. There are no procedures or routines to follow, but only broad policies to guide the problem solving process.

  • % of all problems: 5


This describes the extent to which this position is answerable for actions and their consequences. It measures the effect of the job/role on end results.

For each type of Accountability, indicate an approximate dollar value of impact and whether the role has a Direct impact (controls end results or shares control with peer positions) or Indirect impact (generally informational, interpretive, analytical, or enables others to take action). If no dollar value can be determined, enter Non-Quantifiable instead of an amount.


  • $ value: N/A
  • Direct/Indirect:

Selling, General, & Administrative

  • $ value: N/A
  • Direct/Indirect:


  • $ value: N/A
  • Direct/Indirect:

Project Management

  • $ value: N/A
  • Direct/Indirect:


  • $ value: N/A
  • Direct/Indirect:

Other (Please specify): 

  • $ value:
  • Direct/Indirect:

List statements which describe the primary results/outputs for which this position is held accountable. Please limit the list to 5 or 6 statements.

  • Works closely with management team to help achieve premium, retention and growth targets for all lines of selected business.
  • Responsible for maintaining overall relationships with customers/customer satisfaction.