Inside Agency Relationship Manager
2 weeks ago
About the Company
The Philadelphia Contributionship is the oldest successful property and casualty insurance company in the United States, having been founded by Ben Franklin in 1752. We write homeowners insurance in Pennsylvania, New Jersey, Delaware, Maryland, and Virginia. We have an A- rating from A.M. Best and have been consistently recognized as a "Top Workplace".
About the Role
We are currently seeking an Inside Agency Distribution Manager. This is a full-time position which includes an attractive benefits package and participation in our annual bonus program.
Responsibilities
- Primary focus and responsibility is managing opportunities with appointed agents in a consultative framework through proactive outbound phone calls, virtual webinars and other digital sales methods.
- Responsible for the overall agency relationship, agency management, and directing resources and support as determined by TPC's distribution model.
- Responsible for managing distribution plans with assigned agencies.
- Responsible for driving new business quote activity and new business results, maintaining existing production and profitability.
- Responsible for building and maintaining plans which hold assigned agents accountable for building quality books of business with TPC.
- Assist and support field ADM with prospecting, appointing and training new agencies where appropriate.
- Develop agency plans with key agencies and execute those success plans on behalf of TPC.
- Provide training to agencies and new staff hires on all TPC products, procedures, rules, underwriting philosophy, binding guides, and software/systems such as The Key.
- Effectively utilize Salesforce and other automated tools and resources. CRM entries (including agendas and action items) are timely, complete, detailed and follow desired expectations.
- Complete appropriate number of agency sales calls per week/month to deliver on objectives. Calls should include consistent use of a consultative sales process and skills to establish clear forward action plans and gain commitment to achieve them.
- Use strategic approach and segmentation to select the proper agencies to spend time with and provide guidance to agencies with a solutions-oriented, consultative sales approach.
- Analyze and think through agency issues, identify alternative responses/options and bring about an effective solution. Demonstrate good judgment about which creative ideas and suggestions will work.
- Effectively evaluate agency performance on profit and growth and hold agencies accountable for action plans and results.
- Communicate and deliver TPC's value proposition for both policyholders and agents.
- Collaborate with various internal partners including Underwriting, Product, and Customer Service teams as needed to be effective.
- Gather and share competitive intelligence, market changes, and competitive position.
- Responsible for establishing and maintaining relationships with industry trade associations and state association members.
Qualifications
- Bachelor's Degree, insurance designation (AU, CPCU) or equivalent work experience.
- Thorough working knowledge of personal lines insurance, including firsthand experience with independent agents.
- Demonstrated relationship building skills.
- Strong analytic abilities and pro-active approach to turn metrics into digestible information upon which game-plans can be created and effective actions can be implemented.
- Excellent presentation and problem-solving skills.
- Strong organizational and time management abilities.
- Ability to work independently with minimal daily direct supervision.
- Computer literate, including the ability to train agents on company softwar
Equal Opportunity Statement
We are committed to diversity and inclusivity.
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