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Sales Territory Manager

4 months ago

Ankeny, United States Pekin Insurance Full time

You spend at least a third of your day at your job. You might as well spend it doing something you really love while working with a team you really enjoy being with, right? That's the kind of atmosphere we offer at Pekin Insurance-fun, fast-paced, gratifying, supportive, and collaborative.Of course, it's not all fun and games. Insurance is a serious business, and we pride ourselves on making people's lives whole again after a major disaster or even a fender bender. It's that sense of helping people that makes our team want to do our best every day.If you want to be excited about starting your workday and are ready to make a real difference in people's lives, this could be the right spot for you.See what Pekin Insurance has to offer by viewing a short video here.Position OverviewThe Sales Manager manages the overall agency relationship from a sales perspective, drives new business sales growth for Personal, Commercial, and Life with independent agents. Meets the sales objectives for assigned territory based on the annual business plan for each business unit. The ideal candidate for this role would reside in or be willing to relocate to the state of Iowa.Essential Job FunctionsDirects the marketing of personal, commercial, and life activities in the territory to achieve established profitability and/or production objectivesProvides technical and field underwriting expertise to the agency forceDevelops, negotiates and executes business plans for selected agencies in accordance with company underwriting and sales objectivesPoint person for all sales initiatives; drives new business quote activity and resultsRecruits new agencies and processes new agency appointments and sales within the territoryMonitors agent results (production, profit, pricing, loss ratio, hit ratio, etc.) within the assigned territory for the purpose of managing performance and developing corrective actions where necessary in accordance with company standardsWorks closely with underwriting and service team(s) to ensure service levels are met for assigned agents and communicates regularly with these teamsCollaborates with underwriting team to ensure understanding and agreement of territory and individual agent strategiesMonitors local marketplace, develops competitive intelligence, and makes recommendations regarding new and/or existing products/programsMakes systematic calls on the agent to aid the agent in sales, underwriting and education of the agent or any personnel within the agencyCommunicates to the agency force the company philosophy, company policy and method of doing business; provides the motivation and helps establish agency objectives and goals in all lines of businessConducts periodical sales and educational meetings for agency force for the purpose of promoting contests and productionConducts periodic agency performance reviews with Sales Management and underwriting teams; creates action plans to improve agency performance (sales and/or profit)Assists and trains agencies in using the Company Intranet websiteMaintains the call report and/or software system by reporting dates, times and relevant information about each monthly agency callAttends sales meetings at the Pekin Home Office and annual award banquetsMaintains a positive image and build strong agency relationshipsSupports Life Specialist in generating sales, identifying opportunities, and educating agency forcePerforms other duties as assignedEducation & ExperienceRequiredBachelor's degree in Business or Insurance related field or equivalent experienceTypically requires 3+ years of related experiencePreferred or SpecializedPrevious sales and/or field marketing experience strongly desiredExperience with all lines of insurance: Life, Commercial, and PersonalCertifications & LicensesChartered Property Casualty Underwriter (CPCU), Chartered Life Underwriter (CLU) or Certified Insurance Counselor (CIC) preferredValid Driver's License requiredKnowledge, Skills & AbilitiesDemonstrated skill in:Listening and communicating with the ability to speak in publicManaging one's own time and working independentlyDemonstrated ability to:Operate a vehicle in a safe and sound mannerTo maintain a positive image and build strong relationshipsAnalyze, organize, and prioritize work while meeting multiple deadlinesEstablish program goals and objectives that support the strategic planManage an independent agency forceIn-depth knowledge of:Local marketplaceMicrosoft Office software