Insurance Sales and Relationship Manager- Property & Casualty Small Commercial

About the role

The Insurance Sales and Relationship Manager- Property & Casualty Small Commercial is expected to lead a team of Dedicated Insurance Sales Executives in Small Commercial Property & Casualty Insurance Line of Business in addition to managing their own pipeline, new business development and supporting the relationship management of their referral segments. Their compensation is a base salary, plus first year new business incentive and an annual bonus.

Responsibilities

• Lead a team of Dedicated Insurance Sales Executives in Small Commercial Property & Casualty line of business.
• Manage own pipeline, new business development, and support relationship management of referral segments.
• Train and develop producers in conjunction with corporate product and sales training program.
• Direct and monitor producer sales plans, goals, and activities.
• Manage producers to properly record required sales activity information in the agency management system.
• Actively support and monitor activities with bank partners & referrals of more complex opportunities to Mid/Large team.
• Develop and implement a producer succession plan for departing sales team members.
• Inside Sales Commercial Property and Casualty Products.
• Relationship Management within business segments to develop referral opportunities.
• Pipeline Management, Customer Service, Training, Carrier Education.
• Risk Management and Compliance.
• Other duties as assigned.

Requirements

• Bachelor’s degree
• 3+ Years Insurance Experience, in sales-related Property & Casualty role
• Property & Casualty License
• Ability to lead and manage a team, effectively manage their and their team’s pipeline, status of opportunities and other key metrics for their role

Skills

• Excellent verbal and written communication skills
• Excellent time management and organizational skills
• Engagement with Small Commercial Insurance carrier partner leadership

Qualifications

• Additional licensing is preferred
• Insurance designations in their line of business are a plus