Donegal Insurance Group

Account Manager

• Responsible for prospecting and appointment of agents in order to build a strong distribution channel.
• Provide training to agencies on new programs and services in order to assist the agent in achieving their established goals and objectives with the company.
• Effectively communicate Donegal Companies’ corporate goals, products, rules, rates, and incentives to agents to achieve a profitable book of business and build a strong business relationship.
• Provide personalized attention on sales calls to ensure optimum position within the Agency.
• Effectively communicate with each agency on the types of commercial lines business we are interested in quoting.
• Responsible for directing agents to utilize Donegal’s WritePro and WriteBiz systems, and generating personal lines quote activity.
• Will provide Commercial quotes to assist agents.
• Work closely with individual agents in order to generate new commercial lines business opportunities.
• Develop individual Agency Plans, which include the financial objectives for the specific agent to include premium, loss ratio, new and renewal policy count goals.
• Discussions held frequently with Agents to review their progress versus plan toward their goals.
• Analyze agency profitability for each agent within their assigned territory.
• Develops and implements agency action plans to meet financial and strategic goals and any corrective actions as needed.
• May include training, re-underwriting, rehabilitation programs, mergers or agency termination.
• Works closely with underwriting to implement corrective actions with agents as needed.
• Facilitate at least two agency reviews each year with underwriting to review the agent’s performance as compared to the established goals and implements correctives measures as needed.
• Responsible for marketing company products and services. This includes a working knowledge of the interface capabilities of our company, monitoring of agency activity and arranging training of new products and services.
• Routinely visit agents in assigned territory and prospect for quality agency appointments.

Business Relationship Manager