Business Relationship Manager
Donegal Insurance Group
full-time
Posted on:
Location Type: Remote
Location: Pennsylvania • United States
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Salary
💰 $90,000 - $120,000 per year
About the role
- 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.
Requirements
- Bachelor degree or equivalent experience in marketing, business administration or related field
- Minimum of 3 to 5 years of property and casualty insurance marketing experience
- Knowledge of the independent agency system, comfortable working with larger commercial agencies, and familiar with agents within the territory
- Strong commercial lines insurance experience and knowledge preferred
- Ability to work independently and highly motivated
- Continuing education and insurance designations highly preferred.
Benefits
- Medical, Dental, and Vision Coverage : Available to you and your dependents. Coverage begins the first of the month after start date.
- 401(k) with the first 3% matched at 100% : the next 6% is matched at 50%
- Paid Time Off : Paid vacation, sick days, paid holidays, & bereavement days
- Career Development : Including college partnership discounts and industry designation(s) reimbursements.
- company-paid basic life insurance; short & long-term disability insurance; employee stock purchase plan; and employee assistance program (EAP).
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
property and casualty insurance marketingcommercial lines insuranceagency profitability analysisagency action plansfinancial objectives developmentquote generationtraining programsunderwriting collaborationsales callsagency reviews
Soft Skills
effective communicationpersonalized attentionindependent workmotivationrelationship buildinggoal orientationanalytical skillstraining abilitystrategic planningproblem-solving
Certifications
Bachelor degreeinsurance designationscontinuing education