State National Companies (SNC)

Outside Sales

• Builds and maintains strong relationships with existing and potential customers, understands their needs, and provides solutions that meet those needs.
• Works closely with other departments, such as marketing, claims, and underwriting, to ensure a seamless customer experience and to align sales strategies with overall company goals.
• Analyzes sales metrics and performance data to identify areas for improvement and develop strategies for increasing sales effectiveness.
• Manages agency production and claims experience through report analysis, reviews production and profitability results with agency personnel, follows up to ensure sales objectives are achieved, and independently recommends and implements appropriate corrective action plans.
• Effectively establishes and maintains regular meeting schedules with assigned agencies through in-person visits to achieve corporate objectives.
• Drives new business submissions to meet corporate growth initiatives for the territory by maintaining and strengthening relationships.
• Promotes and supports agency personnel by facilitating training on company products and systems, including internet-based technologies and new sales techniques in the agency office.
• Acts as a liaison between the agencies and the company to communicate changes and develop opportunities for new and renewal sales.
• Works with all members of the Sales Team to work toward established annual sales and production plans.
• Effectively develops talking points and a sales approach to ensure proper and appropriate messaging that is aligned with Western National's philosophy.
• Works with SMEs (Subject Matter Experts) for product and communication meetings.
• Analyzes agency reports and develops strategies and action plans to effectively manage assigned agencies and territories.
• Understands and reports new business opportunities, understands competitor activities, and stays informed about industry trends.
• Develops and implements appropriate rehabilitation and/or termination programs when necessary.
• Develops and implements growth plans with key agencies.
• Continuously seeks ways to improve sales processes, enhance team performance, and increase customer satisfaction.
• Leads sales presentations and negotiations with key clients and prospects.
• Researches and recommends new agencies for appointment by recruiting, interviewing, and assessing the fit of the agency per established new appointment guidelines.
• Assists agencies in resolving complex complaints regarding underwriting, claims, service, or other internal Western National areas.
• Collaborates with underwriting to develop core agency strategies and support account-level decisions and mentors underwriters in understanding agency dynamics and effective communication.
• Works closely with all company departments to develop a high level of teamwork and cooperation to provide excellent service to agents and policyholders.
• Consistently acts according to our customer experience standards, including responding quickly, maintaining a positive attitude, building rapport, demonstrating empathy, managing the customer’s expectations, using the proper communication channel for the situation, and taking ownership to ensure the customer’s issue is resolved.
• Proficient ability to demonstrate empathy and patience when dealing with customers, especially when they are facing stressful situations or complex issues.
• Ability to quickly and effectively address customer inquiries, resolve issues, and find solutions that meet customer needs with minimal assistance from a leadership support system.
• Seeks feedback from customers to identify areas for improvement and works with various departments to implement changes.
• Handles complaints and conflicts, striving to resolve them in a way that maintains customer satisfaction and loyalty.

Territory Sales Manager

Consultant

• Manages loss control assignments to achieve risk improvement and continuing account service with a focus on reducing line-of-business loss trends and improving safety programs.
• Uses established loss control practices, processes, and procedures to analyze the operations and exposures of different types of risks.
• Applies intermediate-to-advanced knowledge of recognized codes and standards (e.g., OSHA, NFPA, DOT) with the ability to articulate to others in loss control survey work.
• Assesses risk attitude for addressing uncontrolled exposures on new and existing business.
• Identifies risk improvement opportunities through recommendations and safety program improvements.
• Manages and develops service partnership plans and provides consulting services to an assigned book of business.
• Builds and maintains strong underwriter and agency relationships.
• Utilizes knowledge, experience, and creative resources to find a wide range of solutions.
• Consistently acts according to our customer experience standards, including responding quickly, maintaining a positive attitude, building rapport, demonstrating empathy, managing the customer’s expectations, using the proper communication channel for the situation, and taking ownership to ensure the customer’s issue is resolved.
• Actively participates in department meetings, committees/projects, and performs other duties as assigned.
• Identifies opportunities and solutions to improve loss control process efficiencies and effectiveness.

Territory Sales Manager

Loss Control Consultant