Territory Manager - Personal Lines
Encova Insurance, Port Saint Lucie, Florida, United States, 34952
divh2Insurance Sales Representative/h2pThis is a home based role for candidates who reside in Wisconsin. This position requires travel primarily throughout Wisconsin. This position will include a company vehicle./ppThis role will report to a Regional Vice President, Personal Lines./ph3Job Objective:/h3pRepresent our company to assigned agents. Develop a deep understanding of each agencys operations and use effective agency management to drive profitable multi-line growth for the organization. Responsible for achieving annual sales objectives for assigned territory based on the annual business plan using digital technology, face-to-face agency meetings, teleconferencing, and webinars. If assigned the lead Agency Manager accountably, successfully manage the overall agency relationship and business development from an all-lines perspective, working in conjunction with assigned underwriters to drive profitable multi-line growth./ph3Essential Functions:/h3ulliPrimary focus and responsibility is managing sales opportunities with our agents in a consultative framework through proactive outbound calls, agency visits with key partners, digital sales tools, and virtual webinars./liliResponsible for driving new business quote activity and new business production. Hold agencies accountable for building a quality book of business with Encova, including managing the production, profitability, and relationships with assigned agencies./liliPartner with business teams to build and maintain a sales plan, develop success plans with partner agencies to help achieve our production and profit goals. Work as part of the team with Underwriters and Production Underwriters./liliUnderstand, promote, and support the objectives and goals of each profit center. Participate and collaborate with the profit center teams to assist with agency development planning, as well as executing and monitoring the progress towards the plan./liliLeverage personal relationships to achieve business outcomes./liliPartner with business teams to build and maintain a sales plan, develop success plans with partner agencies to help achieve our production and profit goals./liliAssist Regional Vice Presidents with prospecting, appointing, and onboarding new agencies./liliMeet with agency principals to have agency development conversations to improve our partnerships. Build relationships with agency staff to increase engagement and commitment to Encova./liliProvide training to agencies and new agency hires on all Encova products, business processes, product rules, rating procedures, underwriting and binding guidelines, and policy forms for existing and new products offered./liliEffectively engage with customer relationship management (CRM) and other automated resources in a timely, thorough, and detailed manner./liliHold others accountable for mutually beneficial outcomes./liliAchieve target wallet shares of an agencys book, and target market shares for assigned territories./liliBuild and leverage Encovas position as the trusted carrier of choice for the independent agency channel./liliStrategically allocate time and resources to the agencies that support our business goals and objectives./liliAnalyze agency issues, determine appropriate responses to resolve issues in a satisfactory manner./liliEffectively evaluate agency performance on profit and growth and hold agencies accountable for action plans and results./liliCommunicate and deliver on Encovas value proposition for each line of business./liliGather and share competitive intelligence, market changes, and competitive position./liliCoordinate Service Team meetings and support action plans./liliAttend industry events./liliOvernight travel required./li/ulh3Other Functions:/h3ulliNonessential function: other duties as assigned./li/ulh3Knowledge, Skills and Abilities:/h3ulliMinimum of one year of sales experience or applicable industry experience (claims, underwriting, etc.) preferred./liliBachelors degree and prior insurance experience preferred. Equivalent combination of education and experience may be considered./liliMust possess strong phone presence and experience with multiple outbound/inbound phone calls per day./liliProficient with corporate productivity and web presentation tools including online meetings
video conferencing with strong listening, communication, and presentation skills./liliAbility to multi-task, prioritize, and self-manage time effectively./liliExperience working with Microsoft Dynamics or similar customer relationship management (CRM) software preferred./liliScheduling flexibility including occasionally working irregular hours required./liliWorking knowledge of current business conditions, competition, and territory specific issues./liliKnowledge of insurance rules and regulations, policy, product, and service requirements./liliStrong verbal and written communication skills; including formal and informal presentation skills./liliStrong consultative and negotiation skills; ability to effectively persuade and influence others./liliAbility to comprehend carrier/agency reports/metrics while recognizing trends and being able to use the data for fact-based conversations that advance the companys position within agencies./liliDemonstrated creativity and strength in problem solving and developing solutions./li/ulpThis position has been evaluated in accordance with the Americans with Disabilities Act. Encova Insurance makes every effort to reasonably accommodate disabilities to permit performance of the essential functions and candidates who need such accommodation are encouraged to seek it. This description reflects the nature and level of work performed by associates in this position. It is not an all-inclusive inventory of duties, responsibilities and qualifications required. It provides an accurate overview of the work and skills needed to perform this position. Because job content may change from time to time, Encova Insurance reserves the right to add and/or delete functions from this job as it deems necessary for business reasons./ppReady to join our team? At Encova Insurance, we firmly believe that our associates drive our companys success by delivering unrivaled service to our customers. With success in mind, we make an ongoing effort to provide an environment that offers challenging, stimulating and financially rewarding opportunities. Join us to discover a work experience where your diverse ideas will be met with enthusiasm
where you can learn and grow to your fullest potential./ppWhat you can expect from us? Join our family of industry leaders, and let us reward you with a competitive salary, bonus and benefits package that includes but is not limited to: a 401(k), wellness programs, bonus incentive plans and flexible schedules, with an early close of the office every Friday. Additionally, Encova aspires to be an outstanding corporate citizen in all the markets we serve; we encourage and support associate participation in community initiatives through our foundations. Encova Insurance is an EOE/E-Verify employer./p/div
video conferencing with strong listening, communication, and presentation skills./liliAbility to multi-task, prioritize, and self-manage time effectively./liliExperience working with Microsoft Dynamics or similar customer relationship management (CRM) software preferred./liliScheduling flexibility including occasionally working irregular hours required./liliWorking knowledge of current business conditions, competition, and territory specific issues./liliKnowledge of insurance rules and regulations, policy, product, and service requirements./liliStrong verbal and written communication skills; including formal and informal presentation skills./liliStrong consultative and negotiation skills; ability to effectively persuade and influence others./liliAbility to comprehend carrier/agency reports/metrics while recognizing trends and being able to use the data for fact-based conversations that advance the companys position within agencies./liliDemonstrated creativity and strength in problem solving and developing solutions./li/ulpThis position has been evaluated in accordance with the Americans with Disabilities Act. Encova Insurance makes every effort to reasonably accommodate disabilities to permit performance of the essential functions and candidates who need such accommodation are encouraged to seek it. This description reflects the nature and level of work performed by associates in this position. It is not an all-inclusive inventory of duties, responsibilities and qualifications required. It provides an accurate overview of the work and skills needed to perform this position. Because job content may change from time to time, Encova Insurance reserves the right to add and/or delete functions from this job as it deems necessary for business reasons./ppReady to join our team? At Encova Insurance, we firmly believe that our associates drive our companys success by delivering unrivaled service to our customers. With success in mind, we make an ongoing effort to provide an environment that offers challenging, stimulating and financially rewarding opportunities. Join us to discover a work experience where your diverse ideas will be met with enthusiasm
where you can learn and grow to your fullest potential./ppWhat you can expect from us? Join our family of industry leaders, and let us reward you with a competitive salary, bonus and benefits package that includes but is not limited to: a 401(k), wellness programs, bonus incentive plans and flexible schedules, with an early close of the office every Friday. Additionally, Encova aspires to be an outstanding corporate citizen in all the markets we serve; we encourage and support associate participation in community initiatives through our foundations. Encova Insurance is an EOE/E-Verify employer./p/div