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 Executive 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
- Responsible for training and developing producers in conjunction with corporate product and sales training program.
- Direct and monitors producer sales plans, goals, and activities.
- Manages producers to properly record required sales activity information in the agency management system.
- Actively supports and monitors activities with bank partners & referrals of more complex opportunities to Mid/Large team.
- Develops and implements a producer succession plan for departing sales team members.
- Performs other duties as assigned.
- 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.
- An 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.
Qualifications
- Excellent verbal and written communication skills
- Excellent time management and organizational skills
- Engagement with Small Commercial Insurance carrier partner leadership
- Additional licensing is preferred; Insurance designations in their line of business are a plus
Pay
Base salary, plus first year new business incentive and an annual bonus.
Exempt status: Yes (not eligible for overtime pay)
Schedule
Workplace Type Office. Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.