Job Summary

Develop 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 Location

This is a fully remote/work from home role where you will spend 50% of your time in the field, servicing the Detroit/Eastern MI 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 & Qualifications

While this role is fully remote, the nature of the position requires the associate to live within the assigned territory. Applicants residing outside of the territory are encouraged to apply only if they intend to relocate at their own expense.

Summary of Responsibilities

Join our team as a key driver of growth and agency success within your assigned territory. In this impactful role, you'll develop and execute strategic plans that expand business opportunities through strong, productive partnerships with independent insurance agencies. You'll guide and support agency initiatives-including promotions, social media campaigns, rollovers, co-op efforts, and more-to achieve meaningful results tied to our corporate profit and growth goals.

You'll stay ahead of the industry by monitoring market trends, competitive activity, policy shifts, and regulatory changes, ensuring we're positioned for long-term success. You will also conduct agency performance evaluations and oversee participation in our Partners in Excellence program to promote continuous improvement.

Business Development & Agency Growth

• Drive new business opportunities by identifying, prospecting, and appointing high-potential agencies.
• Build and nurture strong agency relationships, serving as a trusted advisor and primary point of contact.
• Partner closely with the sales team to meet or exceed territory sales objectives.
• Deliver clear, confident product and service insights while addressing agency inquiries and needs.

Relationship Management & Collaboration

• Cultivate strong connections with agents, underwriters, and internal stakeholders to ensure exceptional service and alignment.
• Collaborate with underwriting teams by providing territory insights, feedback, and recommendations.
• Track issues and trends to identify training opportunities or service gaps.

Performance Monitoring & Reporting

• Analyze territory performance and key metrics to identify opportunities and areas of success.
• Prepare regular performance reports and present actionable insights to Sales and Underwriting leadership teams.

Training, Promotion & Engagement

• Lead agency training sessions focused on new products, services, and industry updates.
• Develop and deliver creative training and sales programs through teleconferences, webinars, social media, and other tools to support agency growth and profitability.

Preferred Experience & Skills

• 5+ years of professional experience in the property/casualty insurance industry
• Strong understanding of insurance products, underwriting processes, and regulatory requirements
• Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, Teams, Dynamics, SharePoint, and Power BI
• Excellent analytical, negotiation, and communication skills
• Ability to work both independently and collaboratively with cross-functional teams
• Proven track record of achieving or surpassing sales goals

Preferred Education & Certifications

• Bachelor's degree in Marketing, Business, Insurance, or a related field
• CIC or CPCU designation required
• Valid insurance agent's license
• Valid driver's license with a clean driving record

(Title and level for this role may be adjusted commensurate with the experience, skills, and expertise of the successful candidate.)

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Salary Statement

The 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.

Benefits

West Bend offers a comprehensive benefit plan including but not limited to:

• Medical & Prescription Insurance

• Health Savings Account

• Dental Insurance

• Vision 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

• Pet Insurance

• 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.