Job SummaryDevelop and execute strategic plans to maximize business opportunities through independent insurance agencies within the assigned territory. Support, measure, and monitor internal and external sales efforts including short-term promotions, social media opportunities, rollovers, co-op, etc. Create specific goals for each agency that support and stimulate corporate profit and growth objectives.
Work LocationThis is a fully remote/work from home role where you will spend 50% of your time in the field, servicing the Eastern Iowa territory. On occasion you may be asked to travel to an office location for in-person engagement activities such as team meetings, training and corporate events.
Responsibilities & QualificationsWhile this role is fully remote, the nature of the position requires the associate to live within the Eastern Iowa territory. Summary of ResponsibilitiesDevelop and execute strategic plans to maximize business opportunities through independent insurance agencies within the assigned territory. Support, measure, and monitor internal and external sales efforts including short-term promotions, social media opportunities, rollovers, co-op, etc. Create specific goals for each agency that support and stimulate corporate profit and growth objectives. Analyze market trends, policy changes, competitor activities, and regulatory changes to identify growth prospects and best practices. Conducts agency performance evaluations and monitors Partners in Excellence program.
Generate new business by prospecting and appointing new agencies and building successful partnerships with them. Work closely with the sales team to meet or exceed sales targets within the territory. Provide product and service information to agents, address inquiries and concerns.
Cultivate and maintain strong relationships with agents, underwriters, and other stakeholders in the territory. Act as a primary point of contact for agents, ensuring excellent customer satisfaction and addressing agent needs.
Collaborate with underwriting teams. Provide insights and feedback from the territory to support underwriting decisions. Tracks critical agency issues to identify training needs or gaps in service.
Monitor and analyze territory performance. Prepare regular reports on key metrics and market trends. Provide feedback to Sales and UW leadership teams on opportunities for improvement and areas of success.
Conduct training sessions for agencies on new products, services, and industry updates. Responsible for creating training and sales programs, promotions, events, and other activities utilizing teleconferences, webinars, and social media that assist agents in their sales/profit improvement activities.
Preferred Experience and Skills- 5 years of professional experience in the property/casualty insurance industry.
- In-depth knowledge of insurance products, underwriting processes, and industry regulations.
- Proficient in the utilization of Word, Excel, PowerPoint, Outlook, Microsoft Teams, Microsoft Dynamics, SharePoint, and Power BI.
- Strong analytical, negotiation, and communication skills.
- Works independently and collaboratively with cross-functional teams.
- Results-oriented with a history of achieving or exceeding sales goals.
Preferred Education and Training- Bachelor's degree in Marketing, Business, Insurance or related field
- Must have CIC or CPCU designation.
- Must have a valid agents' license.
- Must have a valid drivers' license.
Physical DemandsLight physical demand in an office setting with duties being performed while sitting or standing. Must be able to use computers and other office equipment, complete forms and documents, and communicate over the telephone and in person.
Working ConditionsNormal office working conditions. The noise level in the work environment is usually quiet. May be required to travel overnight on an as needed basis
Salary StatementThe salary range for this position is $100,000-$125,000.
The actual base pay offered to the successful candidate will be based on multiple factors, including but not limited to job-related knowledge/skills, experience, business needs, geographical location, and internal equity. Compensation decisions are made by West Bend and are dependent upon the facts and circumstances of each position and candidate.
BenefitsWest Bend offers a comprehensive benefit plan including but not limited to: - Medical & Prescription Insurance
- Short and Long Term Disability
- Flexible Spending Accounts
- Life and Accidental Death & Disability
- Accident and Critical Illness Insurance
- Employee Assistance Program
- 401(k) Plan with Company Match
- Paid Time Off. Standard first year PTO is 17 days, pro-rated based on month of hire. Enhanced PTO may be available for experienced candidates
- Bonus eligible based on performance
- West Bend will comply with any applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act for Colorado employees, in accordance with its plans and policies.
