Regional Agency Manager

Scope of Job:

This position will perform support functions and technical duties related to the production of insurance resulting in the achievement of the defined production and profitability goals for BankWest Insurance. Manage, support, and provide direction for the day-to-day activities and personnel issues as needed across the locations assigned.

Primary Duties:

Responsible for the day-to-day management, staffing, administration, and related support staff for the assigned area(s) of responsibility.

Selects, trains, coaches, and develops subordinates in accordance with BankWest philosophies and policies; schedules and manages staffing ensuring work completion and delivery of related customer service requirements; ensures compliance with BankWest policies, procedures and standards.

Develops and enhances customer financial relationships through a proactive financial checkup and CRM (top-tier) program focused on both prospective and existing customers.

Implement a plan promoting additional bank sales thru aggressive marketing plan directed to other departments within BankWest, Inc.

Develop and implement a proactive and effective sales and cross-selling production plan, communicating job expectations to agency producers through planning, monitoring and review job contributions.

Prepare all production and coaching reports for management as requested and achieves regional operational objectives by distributing information and recommendations to each agency location.

Monitor operating expenses, system processes and determine regional sales system improvements and efficiencies.

Participate in joint sales calls with BankWest personnel from other departments.

Maintaining and expanding customer base by counseling producers in building and maintaining rapport with key customers and assisting in identifying new customer opportunities.

Secondary Duties:

Work as a team with departmental counterparts on planning and implementing assigned projects and products.

Participate on various committees and project teams as deemed appropriate by management.

Attend, actively participate in organization, job specific training offered, and Quality Service programs.

Adhere to all applicable Policies and Procedures of BankWest organization.

Community involvement is strongly encouraged.

Other duties as assigned.

Requirements

Education:

A Bachelor's Degree in a related field.

Applicable experience and/or related certifications may be considered in lieu of degree.

Industry recognized professional certification(s) and/or certificates.

Experience:

3 years' experience in related field.

Knowledge and Special Skills:

Ability to work dependently and/or independently, under pressure, meet deadlines, and adjust work schedules as needed to complete job responsibilities.

Ability to organize and handle multiple responsibilities while delivering quality external and/or internal Customer Service.

Strong interpersonal skills to ensure effective communication with external and/or internal customers.

Knowledge or ability to learn regulatory requirements pertinent to performance of specified duties in job description.

Knowledge of insurance terminology/concepts, and mastery of required paperwork.

Knowledge of banking terminology and procedures.

Ability to skillfully use a variety of application software, learn computer programs, and comprehend the program output.

Adhere to Federal Privacy Standards in addition to following BankWest requirements for electronic communication and Social Engineering standards.

BankWest is a "Sales Organization" and all employees are expected to participate directly or indirectly with increasing BankWest's presence in their markets as appropriate.