Business Insurance Agent

Summary

The District Business Insurance Agent works to maximize positive relationships between the District Office, Agency Owners, Agency Employees and the Commercial Underwriting department.  This will come through personal interaction and support by providing training, feedback, coaching, goal setting, sales and analytics focused on growing Commercial Insurance market share within the District Operation.  Works in conjunction with the District Manager to achieve agreed upon Commercial Insurance objectives. 

Core objectives & deliverables include (but are not limited to):

• Supports District Manager in responsibility for all established District Office annual goals and growth objectives for Commercial Insurance
• Leads Commercial Insurance sales by partnering with district agents in marketing, selling, and servicing commercial insurance products
• Build & maintain a commercial culture within the district by providing Agency Owners consistent training and support by utilizing underwriters, top commercial performing agents, and through agency visits
• Build & maintain a working relationship with the assigned underwriters to the district to reduce communication barriers between Agency Owners and Underwriting
• Support Agency owners by building marketing plans & executing on all needed areas to meet District Commercial goals
• Review all commercial submissions daily to ensure successful approval for new business 
• Consistent communication with individual Agency Owners regarding submission process
• Identify eligibility concerns or missing information on submissions as noted by underwriting
• Collaborate with District Manager to create training & promotions to achieve district goals
• Provide tools, reports and data to Agency Owners to support increased submissions and new business
• Tracking & communicating weekly updates to entire District regarding Commercial activity & results

Core Competencies:

• Principled – Ethical, honest and enthusiastic
• Communication – Excellent verbal and written communication skills
• Business Acumen – Solid business and management experience
• Strong People Skills – Ability to build strong, trusting relationships with all personality styles, as well as the ability to inspire and influence
• Business Results – Ability to meet District Office and individual performance metrics and goals
• Drive and Productivity – Ability to achieve great results from ordinary circumstances; prepares for problems or opportunities in advance; undertakes additional responsibilities and responds to situations as they arise without supervision
• Time Management – Ability to handle multiple tasks and see them to successful completion
• Innovation - Welcomes innovation and improvement recommendations
• Team Work - Welcomes feedback when offered and works well with others

Preferred Skills and Abilities:

• Prior experience in commercial insurance sales
• Ability to cultivate and build relationships
• Experience in a competitive sales type environment
• Highly organized with strong follow up skills
• Strong analytical capability
• Ability to quickly analyze & troubleshoot issues and provide recommended solutions
• Conflict resolution skills
• Experience with Microsoft Office Suite, including Excel and PowerPoint, and general Windows OS Navigation

  Education Requirements:

• College degree preferred

  Job & Experience Requirements:

• 1-3 years within the Commercial Insurance industry

-  Equivalent collegiate experience will be considered

• 1+ years of sales or customer service experience
• Travel required
• Obtain Property & Casualty insurance licenses before hire date

• Bonus potential
• Work is performed on a flexible, self-directed schedule
• Access to training, support and resources

Compensation:

• Base draw
• Commissions
• Quarterly & Annual Bonus potential