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Description
Summary:
This position is responsible for managing a defined territory assignment to achieve production and profitability goals by developing and nurturing relationships with professional independent agencies. This position is also responsible for integrating sales/marketing strategies and goals while coordinating and complementing the efforts of other departments within the company.
Functions:
Maintain a presence in the assigned territory to promote the company image and promote profitable growth in appointed agencies.
Assist agencies in marketing, including promotion of co-op advertising support, and underwriting within established guidelines.
Support agency growth and profitability goals with appropriate strategies/tactics.
Add value to each agency interaction through appropriate pre-call planning and by demonstrating effective post-visit follow-through.
Complete call reporting requirements in a timely manner.
Prospect and vet prospective new agency appointments within assigned territory.
Assist and support new and current agencies, primarily in assigned territory, with implementation in our Agency Portal(s) and staff training.
Assist company underwriters by providing underwriting training to specific agencies or agents.
Work collaboratively with the underwriting department to address questionable underwriting practices or adverse trends.
Participate in state agency association events and trade shows when appropriate.
Maximize productive interactions with agencies through the execution of the agency segmentation model.
Gather relevant coverage and pricing information to help maintain a competitive company posture in assigned region.
In collaboration with other departments, formulate solutions for agency or company concerns regarding agency relationships.
Maintain knowledge of the current industry and marketing practices/trends through continuing education.
Pursue appropriate Property and Casualty insurance designations including but not limited to CPCU.
Perform other duties as assigned.
Requirements
Bachelor’s degree or equivalent education in marketing, management, or communications, with demonstrated skills in these areas, required.
Five years’ experience in marketing and/or underwriting Property and Casualty insurance products, services, and/or independent agency operations required; familiarity with Mennonite/Brethren niche market preferred.
Ability to develop a thorough understanding of company underwriting guidelines and to explain the company’s lines of coverage required.
Highly effective interpersonal and communication skills required.
Ability to work independently and to exercise sound judgment based on company policies and procedures required.
Ability to work effectively with company computer systems and processing methods, and agency management systems required.
Thorough knowledge of insurance regulations and laws of assigned states preferred.
Ability to plan, organize and maintain a travel schedule required.
Ability to work flexible hours, travel to all organization offices (including in Pennsylvania, Ohio, and South Dakota) and travel to vendor work sites required.
Ability to work in an office environment with moderate noise level, remain in a stationary position and operate a computer a majority of the time required.
Ability to move throughout the office to access work materials and to move work materials weighing up to ten pounds daily required.
Ability to perform the essential functions of the job with or without reasonable accommodation required.