Purpose:

The Agency’s Outbound LSPs are responsible for driving new business growth by consistently achieving individual production goals. Their focus is on generating outbound prospecting calls to win-back opportunities, re-quotes, cross-sell audits, and agency-purchased leads at the volume necessary to produce enough serious quotes to meet or exceed monthly sales targets.

When necessary, Outbound LSPs are also expected to deliver excellent customer service when assisting existing clients, recognizing that every retained client is as valuable as a new one. They understand the importance of cross-selling, maximizing household opportunities, and maintaining a professional, customer-first approach in every interaction.

Outbound LSPs collaborate with the Team Captains, Sales Manager, and EA to ensure both personal and agency growth goals are achieved.

Production Expectations:

· Individual New Business Goal:

o Expected New Business Goal of 350+ New Business Points per month.

o Minimum New Business Production of 275+ New Business Points per month.

§ Low Production Guideline: Failure to meet this standard will result in progressive performance management.

Compensation:

· $50K – $100K+ (base + commissions and performance based bonuses)

Primary Responsibilities:

Sales & Prospecting

• Consistently achieve daily activity goals and monthly New Business Sales Goals.
• Follow the Agency’s Sales and Follow-Up Process with every prospect.
• Generate serious quotes by making outbound calls using Ricochet Blue prospect lists and agency-purchased leads.
• Asking for Referrals from existing clients and recently sold clients.
• Self-market by leveraging personal and professional networks.

Customer Service & Retention

· Deliver excellent service to existing clients, recognizing retention is critical to agency success.

· Provide excellent customer service by processing payments, endorsements, and claims assistance.

· Review policies for savings and coverage opportunities.

· Treat every incoming call as a sales and cross-sell opportunity.

Compliance & Documentation

· Obtain all required signatures and trailing documents before binding policies.

· Maintain strict compliance with Allstate and VB Blue guidelines, including RMPs and Agency Standards.

· Document every customer interaction in eAgent and agency systems.

Professional Development

· Continuously build product knowledge and sales skills.

· Attend office meetings and training sessions to stay updated on changes and opportunities.

· Seek opportunities to improve agency efficiency and contribute to growth.

Mindset & Professionalism

· Approach every interaction as an opportunity to understand clients, provide advice, and recommend protection that fits their needs.

· Demonstrate professionalism with all customers, peers, and VB Blue/Allstate leadership.

· Embrace the role of trusted person—not just salesperson or service provider.

Other Duties

· Carry out additional responsibilities as assigned by agency leadership.

Licensing Requirements:

· Must maintain Virginia & North Carolina Personal Lines licenses.

· Strongly encouraged to obtain Property & Casualty (P&C) and Life & Health (L&H) licenses.

· The Agency may assist with licensing on a case-by-case basis.