Lead Assistant Manager
EXL
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Regional Agency Manager
State National Companies (SNC)
full-time
Posted on:
Location Type: Remote
Location: Remote • Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $100,320 - $150,480 per year
Job Level
Mid-LevelSenior
About the role
- Builds and maintains strong relationships with existing and potential customers by understanding their needs and providing solutions that meet those needs.
- Works closely with other departments, such as marketing, claims, and underwriting, to ensure a seamless customer experience and align sales strategies with overall company goals.
- Analyzes sales metrics and performance data to identify areas for improvement and develops strategies for increasing sales effectiveness.
- Manages agency production and claims experience through report analysis, reviews production and profitability results with agency personnel, and follows up to assure sales objectives are achieved.
- Independently recommends and implements appropriate corrective action plans and rehabilitation/termination programs when necessary.
- Establishes regular meeting schedules with each assigned agency through in-person agency visits and drives new business submissions to meet corporate growth initiatives.
- Promotes and provides training on company products and systems, including internet-based technologies and new sales techniques, and acts as a liaison between agencies and the company.
- Works with Agency Sales Team to meet annual sales and production plans; develops talking points and sales approach; partners with subject matter experts for product and communication meetings.
- Pulls agency reports to analyze and develop strategies and action plans; understands and reports new business opportunities and competitor activity.
- Recruits and assesses new agencies for appointment; leads sales presentations and negotiations with key clients and prospects.
- Assists agencies in resolving complex complaints regarding underwriting, claims service, or other internal areas and collaborates with underwriting to develop strategies and mentor underwriters.
- Consistently acts according to customer experience standards, demonstrating empathy, patience, and ownership to resolve customer issues.
- Continuously seeks ways to improve sales processes, enhance team performance, and increase customer satisfaction; performs other duties as assigned.
Requirements
- Valid and unrestricted driver’s license and acceptable driving record.
- Ability to travel frequently (75 - 80%), including overnight state travel (15 - 200-mile radius).
- Property-and-casualty insurance company sales and marketing experience or equivalent agency-facing property-and-casualty industry experience.
- Excellent written, verbal, and interpersonal communication skills.
- Proficient use of various core systems, office and computer equipment, and software packages.
- Proficient in negotiating and leveraging in business transactions.
- Proficient verbal and written communication skills to clearly explain insurance terms, policies, and procedures to agency partners.
- Ability to actively listen and understand customer needs and concerns.
- Proficient understanding of insurance regulation and compliance requirements to ensure all sales activities adhere to legal standards.
- Serve and co-lead project groups to assist in the evolution of coverage, policies, and procedures, and bring forward new ideas and innovation.
- Proficient understanding of risk management concepts and how they apply to insurance products and client needs.
- Bachelor's degree in business or marketing; experience in lieu of degree acceptable.
- Applicants must be authorized to work for any employer in the U.S.; employer will not sponsor visas.
- CIC or CPCU designation preferred or record of continuing insurance education.
- Proven ability to communicate with individuals at all levels of an organization; excellent conflict-resolution skills; ability to set priorities, meet deadlines, and work independently; detail oriented.
Benefits
- Medical insurance plan options and other standard employee benefits, including dental insurance, vision benefits, life insurance, disability insurance, and more!
- Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)
- 401(k) Plan (participants are eligible for 100% matching on the first 6% of their contributions)
- Wellbeing Program, including onsite fitness studio
- Paid Time Off – including holiday, vacation, and volunteer
- 100% company-paid tuition reimbursement for approved job-relevant coursework and access to The Institutes (Risk and insurance education)
- Paid parental leave
- Bonus opportunities
- Flexible work environment, including hybrid and remote work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales metrics analysisreport analysisnegotiationrisk managementinsurance regulation compliancecustomer experience standardssales strategy developmenttraining on company productsagency recruitmentbusiness transaction leveraging
Soft skills
interpersonal communicationactive listeningconflict resolutionempathypatienceownershipdetail orientedindependent workpriority settingdeadline management
Certifications
CIC designationCPCU designationcontinuing insurance education
