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
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
Develops talking points and sales approach to ensure proper messaging for Western National Insurance Group’s philosophy
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
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 and mentors underwriters
Consistently acts according to customer experience standards, demonstrating empathy, managing expectations, and taking ownership to resolve issues
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
Applicants must be authorized to work for any employer in the U.S.; unable to sponsor employment Visa
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 a variety of hybrid and remote work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.