Agency Relations Manager

Safepoint MGA, LLC

$85K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business administration or marketing
  • 3+ years of experience as an Insurance Sales Representative or Sales Coordinator
  • In-depth knowledge of Property and Casualty Insurance
  • Strong understanding of Personal and Commercial Lines underwriting guidelines
  • 3-5 years in account management and customer service
  • Ability to build and maintain professional networks
  • Valid Property & Casualty and/or Excess and Surplus licensure
  • Excellent communication and organizational skills

Responsibilities

  • Scout and identify potential agencies for insurance programs
  • Motivate agents to succeed and grow
  • Initiate marketing processes within agencies
  • Design and implement effective marketing and sales strategies
  • Represent the company at trade association meetings
  • Develop and manage collaborative strategic agency plans
  • Maintain knowledge of product and pricing changes

Benefits

  • Professional development and educational assistance programs
  • Safe Harbor 401K Plan with immediate vesting
  • Paid Time-Off, including discretionary and parental leave
  • Comprehensive health, dental, and vision insurance
  • Short and long-term disability insurance
  • Flexible Spending and Health Savings Accounts with company contribution
  • Company paid identity theft protection and AAA membership
Full Job Description
Job description

This position is based in your home office. This role will require the ability to commute at least 50-70 miles within the assigned territory.

Job Summary

The Agency Relations Manager will grow and develop a profitable territory within an assigned region, optimize growth potential of independent agents while prospecting new agencies, develop competitor intelligence, collaborate with team members on product, pricing, and agency management decisions. The ideal candidate must have excellent communication and presentation skills, a persistent nature, impeccable interpersonal skills, and friendly attitude.

Duties and responsibilities
  • Scouts and identifies potential agencies for specific insurance programs.
  • Identifies agencies interests and ability to grow and motivates agents to succeed.
  • Initiates systematic marketing processes within each agency to attract and retain new business.
  • Designs and implements strategies for effective marketing and sales of insurance contracts.
  • Represent company at trade association meetings to promote products.
  • Builds and uses best practices regarding Agency Operations, works consultatively to follow up with plans, holding process owners accountable for agreed upon actions.
  • Effectively understands and adjusts sales approach to support operational differences between small and large agencies.
  • Possess a strong acumen of influencing the sale of Safepoint products through our agency distribution.
  • Articulate a sales process that is solution oriented, aligning Safepoint's features, benefits, and solutions to agency needs.
  • Initiates a high level of consistent follow-up and follow-through with agents and team members.
  • Proactively develops business solutions to achieve territory objectives.
  • Maintains flexibility in working with all social styles.
  • Develops collaborative strategic agency management plans with agencies, to achieve mutual business objectives.
  • Prioritize and maximize time and resources to support key focus and responsibilities necessary to achieve success.
  • Stays current on product and pricing changes. Articulates company position and seeks out business with appropriate agencies to meet Company objectives.
  • Expand presence in the marketplace using insurance industry association trade shows and events.
  • Other tasks and projects as may be assigned

Essential Functions
  • Ability to travel/drive throughout the assigned territory to conduct face to face meetings with existing agents, prospective agents, and attend trade shows and events.
  • Ability to create and execute strategic marketing plans for territory to identify opportunities and potential challenges from which strategies and tactics are developed.
  • Ability to execute the sales strategy of growing Safepoint's market share in the territory by appointing and coaching new agents.
  • Ability to develop and maintain current knowledge of Safepoint's and agencies' computers systems.
  • Ability to stay current on company's product and pricing changes.

Qualifications
  • Bachelor's degree in business administration, marketing, or related field
  • Successful previous experience as an Insurance Sales Representative or Sales Coordinator for more than 3 years
  • In-depth Property and Casualty Insurance industry knowledge, including vehicle, home, business, fire, life, property, and bonds
  • Strong understanding of Personal and Commercial Lines underwriting guidelines
  • 3 - 5 years of previous account management and customer service experience
  • The ability to establish and maintain professional networks
  • Applicable valid resident Property & Casualty and/or Excess and Surplus licensure, as well as reciprocal licensure for applicable states
  • Valid Driver's License
  • Excellent oral and written communication and presentation skills
  • Strong computer skills
  • Excellent organizational and time management skills
Safepoint MGA, LLC does not offer immigration sponsorship or support for this role. This includes serving as the immigration employer of record or providing documentation or assistance for work authorization processes now or in the future, including H-1B, OPT, STEM OPT, CPT, J-1, etc.

Compensation and Benefits

We recognize that talented professionals are attracted to companies that provide a great place to work, combined with a comprehensive and competitive pay and benefits package, along with opportunities for personal growth and job advancement. For this reason we are pleased to provide:
  • Base salary of $85,000.00 - $120,000 annually PLUS car allowance, and discretionary quarterly bonus program
  • Prof. Development and Educational Assistance Programs
  • Safe Harbor 401K Plan with Immediate Vesting and an Automatic Company Contribution
  • Paid Time-Off (Discretionary, PTO, Parental Leave, and others)
  • Company Paid Holidays
  • Health Insurance
  • Dental Insurance
  • Vison Insurance
  • Short and Long Term Disability Insurance
  • Flexible Spending Accounts with Company Contribution
  • Health Savings Accounts with Company Contribution
  • Employee Life and AD&D Insurance
  • Dependent Life and AD&D Insurance
  • Company paid AAA Membership
  • Company paid Identity Theft Protection
  • Other Ancillary Insurance Benefit Programs
  • And more...

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