Western National Insurance

Regional Agency Manager

Western National Insurance

full-time

Posted on:

Origin:  • 🇺🇸 United States • Washington

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Salary

💰 $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.
  • Effectively establishes regular meeting schedules with each assigned agency to achieve corporate objectives through in-person agency visits.
  • Drives new business submissions to meet corporate growth initiatives for the territory by maintaining and strengthening relationships.
  • Promotes and provides for 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 company to communicate changes and develops opportunities for new and renewal sales.
  • Works with all members of the Agency Sales Team to work toward established annual sales and production plans.
  • Effectively develops talking points and sales approach to ensure proper messaging for Western National Insurance Group\u2019s philosophy.
  • Partners with a subject matter expert for product and communication meetings.
  • Pulls agency reports to analyze and develop strategies and action plans to manage each agency and territory accordingly.
  • Understands and reports new business opportunities, understands competitor activities, and stays informed about industry trends.
  • Develops and implements appropriate rehabilitation and termination programs when necessary.
  • Continuously seeks ways to improve sales processes, enhance team performance, and increase customer satisfaction.
  • Leads sales presentations and negotiations with key clients and prospects.
  • Develops and implements growth plans with key agencies.
  • 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 strategies for agencies and support account- level decisions.
  • Works with underwriters to mentor and enhance their understanding of agency dynamics and communication and set them up for success.
  • 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 in demonstrating empathy and patience when dealing with customers, especially when they are dealing with stressful situations or complex issues.
  • Ability to quickly and effectively address customer inquiries by resolving issues and finding 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 change.
  • Handles complaints and conflicts by striving to resolve them in a way that maintains customer satisfaction and loyalty.
  • 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) (territory is Western Washington).
  • 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.