Ashley Johnston Email & Phone Number

Kansas, United States

Kansas, United States

Kansas, United States

Olathe, Kansas, United States

Overland Park, Ks

Produces, performs and maintains metrics/scorecards/dashboards/reporting processes that consistently produce accurate, timely and decision enabling information.Primary Responsibilities include:• Leverages business knowledge to create effective and relevant state sales-specific analyses for divisional and business partner use.• Synthesizes all relevant data to understand performance drivers of sales state programs and initiatives.• Incorporates feedback and suggestions of cross-functional sales state teams to ensure all relevant information is considered in analyses.• Provides analytics-based recommendations and insights to sales leadership team on state profit and growth plans.• Utilizes data from appropriate sources across the organization to identify trends and formulate recommendations that influence sales strategies at state and district levels.• Effectively collaborates with the sales leadership team on results and plans, ensuring appropriate measurements are in place to monitor impact of sales initiatives and inform future opportunities.• Collaborates with sales leadership in setting the overall strategic direction for agency sales capacity for their respective state.• Uses analyses and forecast models to provide recommendations to sales leadership on near-term and long-term agent capacity and viability.

Valerie Reich - Overland Park, Ks

Agency Support: Work with Agency to:o Help ensure all staff are licensed/appointed and have appropriate security o Align and understand their connection to the strategic plan through achievement of state and district goalso Address key measures (e.g., retention) and agency impact on those measures o Conduct training as directed by ASMso Increase awareness of Marketing materials/MOD o Understand My Guide toolso Utilize technologyo Communicate and understand KPI best practices Production Support: Provide support in achieving the District Sales Plan: o Consistently communicate production, campaigns and bonuses o Schedule and prepare materials for reviews Capacity Support: Provide support in managing agency capacity: o Assist in district hiring plans and New Agent Training Program readinesso Verify coordination of agency staff training and follow-up as neededo Verify subsidy reporting o Schedule interviews and ensure proper paperwork is completed for new agent and agency hires o Partner with HR to coordinate networking/recruitment events District Support: Manage District Operations: o Complete all general office tasks (e.g., phones, paperwork, supplies) o Address customer complaints and ensure follow-up o Track budget (sending weekly expenses and working with deviations) o Manage ASM calendar o Plan and execute events/meetings (e.g., location, materials, etc.)o Assist with Performance Improvement Process o Support the 3-6-9 program for financed agentso Record interactions with Agency into Apex to ensure ASM has necessary knowledge of interactions

Steve Taylor - Shawnee, Ks

Matt Nixon - Lenexa, Ks

Mission, Kansas, United States

Customer Service• Provides personalized, professional customer service experiences through building trust and developing strong customer relationships • Responds to customer inquiries regarding coverages, billing, claims or products by following established agency processes and procedures• Drives customer satisfaction by following the American Star best practices: Personal Insurance Review, rate revision notification and claims process• Processes changes to existing accounts and policies • Serves as a liaison on behalf of the customer between the agency and various business partners• Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.Agency Operations • Schedules appointments with existing or prospective customers for agency employees• Performs daily administrative functions to assist the agency owner, office manager or sales unit manager • Assists with set up and execution of agency events• Assist with cash handling and banking activities Insurance Sales • Participates in reviews of existing coverages and may advise customers regarding policy options• Estimates and quotes policy premiums complying with underwriting guidelines• Identifies cross-selling opportunities during customer interactions and takes appropriate action• Contacts appropriate business partners for guidance when needed