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
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