Sales Account Liaison

2 weeks ago

Tampa, Florida, United States American Integrity Insurance Full time
About American Integrity Insurance

We are a premier property insurer with over 280,000 customers and a team of over 250 insurance professionals. Our company culture is built on six core values: integrity, commitment, teamwork, humility, passion, and fun.

This Job

We are seeking a Sales Account Liaison to play a pivotal role in driving the growth and success of our national and multi-site accounts portfolio. The successful candidate will have extensive industry experience and deep sales knowledge, with a proven track record of developing and executing strategic plans that drive business growth.

Key Responsibilities
  • Partner with sales team to manage a portfolio of multi-office retail agencies and/or national accounts to achieve long-term growth and profitability.
  • Develop positive relationships with agency stakeholders to maximize profitable growth.
  • Act as the point of contact with the organization and handle agents' individual needs.
  • Coordinate communication of tactical plans to increase American Integrity's visibility and product awareness with assigned accounts.
  • Generate new business from agents within assigned accounts.
  • Resolve conflicts and provide solutions to agents in a timely manner.
  • Lead monthly calls with key stakeholders of assigned accounts.
  • Work with key stakeholders from company and agency to build annual plan with assigned accounts, and monitor and track.
  • Assist in setting and tracking sales account targets that are aligned with company objectives and build annual premium.
  • Monitor sales metrics (e.g. quarterly sales results and annual forecasts).
  • Suggest actions to improve sales performance and identify opportunities for growth.
  • Assist in establishing and executing strategic sales plans to achieve company objectives.
  • Partner with the sales leadership to create goals for agents to help them reach their maximum potential for production.
  • Strategically plan with sales team to maximize efforts, focus to boost sales outcomes and profit results with assigned accounts.
  • Deliver sales presentations to assigned agencies and principals.
  • Report essential product information, changes, or adjustments needed, including agent feedback, to the Product Department.
  • Monitor and communicate the activities (such as filings) and products of the competition to appropriate internal partners. Promote the maximization of the organization's competitive position in the marketplace.
  • Additional duties as needed.
Requirements
  • Bachelor's Degree (B.A. or B.S.) or related experience and/or training; or combination of education and experience.
  • 3-5 years experience Business Development in Property and Casualty Insurance required.
  • Possesses a solid understanding of products and American Integrity guidelines.
  • Strong team player and highly collaborative.
  • Ability to influence others.
  • Maintains a positive attitude.
  • Polished communication skills with skill in interpersonal relationships including client de-escalation.
  • Experience meeting commitments to clients and managing client relationships.
  • Experience in communicating with varied organizational tiers and customer types.
  • Exceptional analytical and problem-solving skills.
  • Presentation skills including delivery to clients and varied organizational tiers.
  • Ability to work individually and in a team environment to meet company and client needs.
  • Understanding of market and competition as well as the business implications of decisions.
  • Experienced and knowledgeable in the principles and methods for promoting and selling products and services.
  • API, 2-20 License, CIC recommended.
  • Intermediate User- Microsoft Word, Excel, Outlook and Salesforce.
Work Environment

Normal business office environment. Must be able to remain in a stationary position for periods of time while constantly operating a computer and/or other office productivity machinery such as a calculator or telephone. The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, or communicate with coworkers.

Travel: Up to 20% traveling to key satellite offices and headquarters, but travel will vary based on the needs of the business.

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