Job Description

Company Information:

1. Name of Company: Costley-Dukes & Associates INC

a. Mailing Address: 758 ATLANTA HWY NW A WINDER 30680

b. Company Website:

2. Name of Contact: Kenneth Dukes

a. Email address:

b. Phone number: 678-6969307

c. Title: Owner

3. Where/who should the Invoice be sent too?: Kenneth Dukes

a. Name: Kenneth Dukes

b. Email: kdukes@amfam.com

4. Company Selling Points/Why should someone work for your Agency?: Small new agency, lots of room for growth

5. How would you describe the culture?: Small laid back

6. How many total employees?: 1 Just the owner

a. What is the employee breakdown by department?:

Job Order Information:

1. Job Title: Insurance Sales Agent

2. Number of Openings: 1 possibly 2

3. Why is this position open?: had to lay the last producer off

a. How is the work currently getting done?: Just him

4. Who does this position report too?: To Kenneth

a. Name & Title: Owner

b. How many people in this department?: na

5. Required/Preferred Licenses/Designations: P&C is a must bonus if they have life

6. Types of Accounts they will be working on: Commercial and Personal Lines

a. Size of Accounts: na

b. Book of business/# of policies: na

7. Daily Responsibilities: Selling

a. If AM: Quote new/renewal business (what percentage): na

8. Must have Experience: Experience in either personal or commercial lines. Someone who has experience in both is a big bonus

9. Preferred Years of Experience: 1 plus

10. Software: Sales Force

11. Salary for this position: $20k base plus 5-8% on written premium for personal lines. 50/50 split on commercial

12. What is your 401(k): na

13. Is this position Remote, Hybrid (how many days), or fully In-Office?: In office or Hybrid

a. If remote do you provide equipment?: yes

14. Is there any travel involved with this role?: na

15. Can you send me a copy of your benefit package?: no benefits

Soft skills Information:

1. Wish List - What are the top 5 Soft Skills you want this candidate to have?:

Process Information:

1. Have you reviewed any resumes/interviewed any candidates yet?: No

a. Where did they fall short?: He can't get a hold of people who apply

b. What did you like?: na

2. Do you have any other Search Firms working on this role?: no

a. What candidates have they provided?: na

3. What does the interview process look like (how many interviews, who will they meet with, assessments, interview format): One 10 minute phone screen then in person

4. Where do you like to hire from?: na

a. Specific companies you have had success hiring from/like to see on a resume:na

5. Are there any companies that you are affiliated with or prefer to not hire from?: na

6. Onboarding - what does that look like and is anything required prior to the start date? (background check, credit check): na

7. Is there a training period and if so what does it look like?: na

Closing Information:

1. When would you like the person to start? (CAN NOT BE ASAP): As soon as he finds the right candidate he is ready to hire

2. What is your availability to interview qualified candidates over the next 1-2 weeks?: na

3. Where/who should the invoice be sent to?: To Kenneth

a. Name:

b. Email:

4. Submission Deadline (What day & time can we review the candidates together):

Job Tags

Work at office, Immediate start, Remote work,

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