Sales

• Supervise a team of Sales Consultants by developing staff performance and skills via strong leadership, coaching, motivation, and recognition
• Monitor multiple systems to qualify risk and ensure risk is placed with proper carrier
• Monitor all aspects of team performance, including but not limited to sales performance, customer experience, work product quality, efficiency, attendance and compliance with established company and regulatory guidelines
• Identify process and performance deficiencies and recommend a course of action to improve sales and resolve operations problems for our team
• Implement corrective action as needed
• Ensure individual continuing education requirements are maintained on all Property & Casualty lines of business
• Stay current on the latest underwriting guidelines for various carriers and products
• Investigate and resolve escalated customer issues
• Interpret and communicate procedural and regulatory changes to assigned staff
• Compile periodic and ad hoc reports and analyses as required

Licensed Sales Supervisor

Sales, Territory Manager – RespirTech

Sales/Design Representative

ESOP Advisory Principal Relationship Manager

Account Manager

Territory Manager