Bachelor's degree in Business or Insurance-related field or equivalent experience
3+ years of related experience
Previous sales and/or field marketing experience strongly desired
Experience with all lines of insurance: Life, Commercial, and Personal
CPCU, CLU, or CIC certification preferred
Valid Driver's License required
Responsibilities
Direct marketing efforts for personal, commercial, and life insurance to meet profitability goals
Provide technical and underwriting expertise to agency partners
Develop and execute business plans for selected agencies
Drive new business quote activity and results as the primary sales contact
Recruit and onboard new agencies within the territory
Monitor agent performance metrics and implement corrective actions as needed
Collaborate with underwriting and service teams to ensure agent satisfaction
Benefits
Health, Dental and Vision Insurance
Generous 401(k) with company match
Paid Time Off (PTO) with Paid Holidays
Flexible/Hybrid Work Schedule
Paid Volunteer Program
Full Job Description
Position Overview
The Sales Manager manages the overall agency relationship from a sales perspective, drives new business sales growth for Personal, Commercial, and Life with independent agents. Meets the sales objectives for assigned territory based on the annual business plan for each business unit.
Essential Job Functions
Directs the marketing of personal, commercial, and life activities in the territory to achieve established profitability and/or production objectives
Provides technical and field underwriting expertise to the agency force
Develops, negotiates and executes business plans for selected agencies in accordance with company underwriting and sales objectives
Point person for all sales initiatives; drives new business quote activity and results
Recruits new agencies and processes new agency appointments and sales within the territory
Monitors agent results (production, profit, pricing, loss ratio, hit ratio, etc.) within the assigned territory for the purpose of managing performance and developing corrective actions where necessary in accordance with company standards
Works closely with underwriting and service team(s) to ensure service levels are met for assigned agents and communicates regularly with these teams
Collaborates with underwriting team to ensure understanding and agreement of territory and individual agent strategies
Monitors local marketplace, develops competitive intelligence, and makes recommendations regarding new and/or existing products/programs
Makes systematic calls on the agent to aid the agent in sales, underwriting and education of the agent or any personnel within the agency
Communicates to the agency force the company philosophy, company policy and method of doing business; provides the motivation and helps establish agency objectives and goals in all lines of business
Conducts periodical sales and educational meetings for agency force for the purpose of promoting contests and production
Conducts periodic agency performance reviews with Sales Management and underwriting teams; creates action plans to improve agency performance (sales and/or profit)
Assists and trains agencies in using the Company Intranet website
Maintains the call report and/or software system by reporting dates, times and relevant information about each monthly agency call
Attends sales meetings at the Pekin Home Office and annual award banquets
Maintains a positive image and build strong agency relationships
Supports Life Specialist in generating sales, identifying opportunities, and educating agency force
Performs other duties as assigned
Education & Experience
Required
Bachelor's degree in Business or Insurance related field or equivalent experience
Typically requires 3+ years of related experience
Preferred or Specialized
Previous sales and/or field marketing experience strongly desired
Experience with all lines of insurance: Life, Commercial, and Personal
Certifications & Licenses
Chartered Property Casualty Underwriter (CPCU), Chartered Life Underwriter (CLU) or Certified Insurance Counselor (CIC) preferred
Valid Driver's License required
Knowledge, Skills & Abilities
Demonstrated skill in:
Listening and communicating with the ability to speak in public
Managing one's own time and working independently
Demonstrated ability to:
Operate a vehicle in a safe and sound manner
To maintain a positive image and build strong relationships
Analyze, organize, and prioritize work while meeting multiple deadlines
Establish program goals and objectives that support the strategic plan
Manage an independent agency force
In-depth knowledge of:
Local marketplace
Microsoft Office software
Applicants must be authorized to work in the U.S. without sponsorship now or in the future.
Pay Range:
$82,000 - $111,000 per year
This range is based on the expected level of experience and skills for this position. Final compensation will depend on individual
Benefits:
Health, Dental and Vision Insurance
Generous 401(k) with company match
Paid Time Off (PTO) with Paid Holidays
Flexible/Hybrid Work Schedule
Paid Volunteer Program
For more information about the benefits we offer, please visit our Careers Page.
