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):Trainee The Trainee is an entry level, hourly position which provides exposure to the health care administrative environment. The Trainee provides basic support to a manager or supervisor as related to the day to day operations office operations, basic data entry, etc...
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