- Location
- Bethel Park, PA
- Type
- Full-time
- Department
- Insurance
- Experience
- 3+ years
- Closing date
- Today
- Source
- Vincere
Description
Fee Agreement
Client Contact Name: Jason Flinn
Client Contact Email: [email protected]
Client Company name: Bill Flinn Agency
Main Address: 2754 South Park Road
Bethel Park, PA 15102
Fee Agreement: 25%
Company Information:
1. Name of Company: Bill Flinn Agency
a. Mailing Address: 2754 South Park Road
Bethel Park, PA 15102
b. Company Website: https://billflinnagency.com/
2. Name of Contact: Bill Flinn
a. Email address: [email protected]
b. Phone number: 412-298-2609
c. Title: CEO
3. Where/who should the Invoice be sent too?:
a. Name: Jason Flinn
b. Email: [email protected]
4. What types of roles do you typically use temporary staffing for?: has not used staffing agency before
5. Do you have benefits? Can you send me a copy of your benefit package?: Sending!
6. Can you send me a copy of your company handbook?: Sending!
(Start) Pain:
- Tell me about your agency? Grweatt tenure, staff is a little burned out. Office manager is retiring and a couple CSRs Personal lines 20% commercial
- Company Selling Points/Why should someone work for your Agency?: tight kniot, casual, lots of growth, golden rule
- How would you describe the culture? Small tight knit office, need to keep the good culture
- How many total employees?: 6
a. What is the employee breakdown by department?:
- Who does your hiring? Does it himself
- How do you typically find candidates? – did not really hire since 2023, referrals, job ads, uses jazzhr
- How’s that gone?: takes him some time, getting resumes from all over
- (Past Year) How many employees did you hire? – last hire was 2023
- (Future thinking) How many employees do you plan to add? – 3 two csrs and office manager
- For this position, have you reviewed any resumes/interviewed any candidates yet?:
a. Where did they fall short?: out of market, not great resumes- job hoppy!
b. What did you like?:
- Do you have any other Search Firms working on this role?:
a. What candidates have they provided?:
b. Do you have any candidates actively interviewing?
- Other Pain points?:
Job Order Information:
1. Job Title: CSR, has a cl am now but looking for individuals that can do both
2. Number of Openings: 2
3. Why is this position open?: Alleviate pressure
a. How is the work getting done now?: Splitting the load
4. Who does this position report too?: Jason and Sue
a. Name & Title: Jason CEO
b. How many people in this department?: 6
5. Required/Preferred Licenses/Designations: P&C
6. Types of Accounts they will be working on:
- Daily Responsibilities: CSR, maintaining good customer rleationships, account grounding, insides sales, writing new business, carry the account al the way thru
- Book size in premium: 10 million, smaller books thru other companies
- Range of accounts (small to large): Personal Small-2k CL largest- 200k
- Average size accounts: 50k
- # of accounts in the book: 7k eerie, no more than 8k
- Top 5 carriers you want to see from candidates:
- Industries in the book (commercial only): Personal, vets, groomers, contractors plumbers,
- Agency Management system: IMS 4, Zantek
- Onsite, Hybrid, or Remote: Onsite, potential
- Budget: 45k-55k | OTE-10k in commission Life is fully commissioned
- Start: ASAP
- Interview: 30 minute phone interview- General interview questions walks them thru explaining insurance terms, onsite- meet staff
(Get jazzhr assessment)
7. Daily Responsibilities:
a. If AM: Quote new/renewal business (what percentage): very little renewal
8. Must have Experience: really open, P&C (pays for license)
9. Preferred Years of Experience: 3 year experience in office
10. Software:
- Salary for this position:
- Raises: 3% a year- performance
- Bonuses: Christmas gift- weeks pay, paid per app right now 20$ per app and 16+ extra 10$
- Commissions:
12. What is your 401K: 1 year match at the end of the year 3%- no matter what they put in SEP
12a. Profit Sharing:
13. PTO: (TBD)
14. Is this position Remote, Hybrid (how many days), or fully In-Office?: Onsite
15. Is there any travel involved with this role?:
Soft skills Information:
- Wish List - What are the top 5 Soft Skills you want this candidate to have?: job hoppy, open communicator, someone who is open to team environment, gets along with others, positivity, write it correctly- integrity , good sense of humor
- Follows the Golden rule- with customers and staff
2. Of the 5 you just gave me, what 3 must they have?:
Process Information:
3. What does the interview process look like (how many interviews, who will they meet with, assessments): 30 minute screen with Jason, 2nd round onsite with Jason and Sue (they will also meet with the staff!)
4. Where do you like to hire from?: nowhere in particular- just don’t go after eerie
a. Specific Target Companies:
5. Are there any companies that you are affiliated with or prefer to not hire from?: Eerie
6. Onboarding – what does that look like and is anything required prior to the start date? (background check, credit check): not really, inclusive office
7. Is there a training period and if so what does it look like?: shadowing Jason for several weeks, learning as you go
8. When would you like the person to start? (CAN NOT BE ASAP): August and Sept
9. Typically - what is your availability to interview over the next 1-2 weeks (any days that are always a good/open days/time frames for you)?: Can be flexible (8:30-4:30)
Internal Information:
1. Job ID & link:
2. Fee Percentage: 25%
3. Zip Code: 15102
