Builds and maintains strong relationships with existing and potential customers by understanding their needs and providing solutions that meet those needs.
Works closely with other departments, such as marketing, claims, and underwriting, to ensure a seamless customer experience and align sales strategies with overall company goals.
Analyzes sales metrics and performance data to identify areas for improvement and develops strategies for increasing sales effectiveness.
Manages agency production and claims experience through report analysis, reviews production and profitability results with agency personnel, and follows up to assure sales objectives are achieved.
Independently recommends and implements appropriate corrective action plans.
Effectively establishes regular meeting schedules with each assigned agency to achieve corporate objectives through in-person agency visits.
Drives new business submissions to meet corporate growth initiatives for the territory by maintaining and strengthening relationships.
Promotes and provides for agency personnel by facilitating training on company products and systems, including internet-based technologies and new sales techniques in the agency office.
Acts as a liaison between the agencies and company to communicate changes and develops opportunities for new and renewal sales.
Works with all members of the Agency Sales Team to work toward established annual sales and production plans.
Effectively develops talking points and sales approach to ensure proper messaging for Western National Insurance Group’s philosophy.
Partners with a subject matter expert for product and communication meetings.
Pulls agency reports to analyze and develop strategies and action plans to manage each agency and territory accordingly.
Understands and reports new business opportunities, understands competitor activities, and stays informed about industry trends.
Develops and implements appropriate rehabilitation and termination programs when necessary.
Continuously seeks ways to improve sales processes, enhance team performance, and increase customer satisfaction.
Leads sales presentations and negotiations with key clients and prospects.
Develops and implements growth plans with key agencies.
Researches and recommends new agencies for appointment by recruiting, interviewing, and assessing the fit of the agency per established new appointment guidelines.
Assists agencies in resolving complex complaints regarding underwriting, claims service, or other internal Western National areas.
Collaborates with underwriting to develop core strategies for agencies and support account-level decisions.
Works with underwriters to mentor and enhance their understanding of agency dynamics and communication and set them up for success.
Works closely with all company departments to develop a high level of teamwork and cooperation to provide excellent service to agents and policyholders.
Consistently acts according to our customer experience standards, including responding quickly, maintaining a positive attitude, building rapport, demonstrating empathy, managing the customer’s expectations, using the proper communication channel for the situation, and taking ownership to ensure the customer’s issue is resolved.
Seeks feedback from customers to identify areas for improvement and works with various departments to implement change.
Handles complaints and conflicts by striving to resolve them in a way that maintains customer satisfaction and loyalty.
Other duties as assigned.
Requirements
Valid and unrestricted driver’s license and acceptable driving record.
Ability to travel frequently (75 - 80%), including overnight state travel (15 - 200-mile radius) (territory is Western Washington).
Property-and-casualty insurance company sales and marketing experience or equivalent agency-facing property-and-casualty industry experience.
Excellent written, verbal, and interpersonal communication skills.
Proficient use of various core systems, office and computer equipment, and software packages.
Proficient in negotiating and leveraging in business transactions.
Proficient verbal and written communication skills to clearly explain insurance terms, policies, and procedures to agency partners.
Ability to actively listen and understand customer needs and concerns.
Proficient understanding of insurance regulation and compliance requirements to ensure all sales activities adhere to legal standards.
Serve and co-lead project groups to assist in the evolution of coverage, policies, and procedures, and bring forward new ideas and innovation.
Proficient understanding of risk management concepts and how they apply to insurance products and client needs.
Bachelor’s degree in business or marketing; experience in lieu of degree acceptable.
Applicants must be authorized to work for any employer in the U.S.; employer unable to sponsor or take over sponsorship of an employment Visa.
Benefits
Medical insurance plan options and other standard employee benefits, including dental insurance, vision benefits, life insurance, disability insurance, and more!
Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)
401(k) Plan (participants are eligible for 100% matching on the first 6% of their contributions)
Wellbeing Program, including onsite fitness studio
Paid Time Off – including holiday, vacation, and volunteer
100% company-paid tuition reimbursement for approved job-relevant coursework and access to The Institutes (Risk and insurance education)
Paid parental leave
Bonus opportunities
Flexible work environment, including hybrid and remote work arrangements
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