About the role

  • Drive revenue growth by selling products or services through communication at agency locations and building new agency relationships through prospecting
  • Build and maintain strong relationships with existing and potential customers by understanding needs and providing solutions
  • Work closely with other departments (marketing, claims, underwriting) to ensure a seamless customer experience and align sales strategies
  • Analyze sales metrics and performance data to identify areas for improvement and develop strategies to increase sales effectiveness
  • Manage agency production and claims experience through report analysis; review production and profitability results with agency personnel and follow up to assure sales objectives are achieved
  • Independently recommend and implement corrective action plans; develop and implement rehabilitation and termination programs when necessary
  • Establish regular meeting schedules with each assigned agency through in-person agency visits; drive new business submissions to meet corporate growth initiatives
  • Promote and provide for agency personnel by facilitating training on company products and systems, including internet-based technologies and new sales techniques
  • Act as a liaison between agencies and company to communicate changes and develop opportunities for new and renewal sales
  • Work with Agency Sales Team toward established annual sales and production plans; develop talking points and sales approaches
  • Pull agency reports to analyze and develop strategies and action plans to manage each agency and territory
  • Understand and report new business opportunities, competitor activities, and industry trends
  • Lead sales presentations and negotiations with key clients and prospects; develop and implement growth plans with key agencies
  • Research and recommend new agencies for appointment by recruiting, interviewing, and assessing fit per guidelines
  • Assist agencies in resolving complex complaints regarding underwriting, claims service, or other internal areas
  • Collaborate with underwriting to develop core strategies for agencies and support account-level decisions; mentor underwriters on agency dynamics
  • Consistently act according to customer experience standards: respond quickly, maintain positive attitude, build rapport, demonstrate empathy, manage expectations, and take ownership
  • Seek feedback from customers to identify areas for improvement and work with departments to implement change
  • Handle complaints and conflicts to resolve them while maintaining 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)
  • 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 will not sponsor employment visas
  • CIC or CPCU designation preferred (preferred, not required)
  • Proven ability to communicate with individuals at all levels of an organization
  • Excellent conflict-resolution skills
  • Ability to set priorities, meet deadlines, and work independently
  • Detail oriented and accurate
  • Demonstrated in-depth knowledge of insurance products and services, including coverage options, exclusions, and benefits

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 a variety of hybrid and remote work arrangements

Job title

Regional Agency Manager

Job type

Experience level

Mid levelSenior

Salary

$100,320 - $150,480 per year

Degree requirement

Bachelor's Degree

Location requirements

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