Assistant Manager/Producer - IB P&T

USI Insurance Services; Newtown Square (Delaware County); Presencial; USD 90 000 - 150 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, wellness, dental and vision

401(k)

FSAs and HSAs

Short/long-term disability

Life insurance

Paid family leave

Paid holidays

Resumo da oferta

USI Insurance Services is seeking an Inside/Outside specialty sales leader to drive new business, retention, and program growth. You will manage an outside/inside sales team and participate in Leadership/Management teams to achieve revenue goals.

You will recruit and develop 3+ Sales Producers, coach the team, and coordinate with COIs, marketing, and client partnerships to expand our market share in commercial lines and employee benefits.

Qualificações

• 2+ years of applicable sales experience with a proven track record.
• High school diploma or GED; college degree preferred.
• Must hold or will obtain P&C license.
• Management experience in a call-center environment is preferred.
• Experience with CRM platforms is required.
• Personable, motivated, and goal oriented with strong communication.
• Detail oriented with strong planning and organizational skills.
• Proficient with Microsoft Office; Word and Excel.
• Ability to travel to meet COIs, networks, prospects, and clients >50% of the time.

Responsabilidades

• Recruit, manage, and develop 3+ sales producers with staffing oversight.
• Provide leadership and coaching to achieve revenue and sales goals.
• Support sales strategies with marketing and business plans.
• Ensure annual new business sales goals in target markets and personal targets.
• Engage with COIs to deliver value-added service.
• Communicate solutions effectively to insurance buyers.
• Build a sales business plan and drive prospecting strategies.
• Develop client and prospect pipelines and cross-selling initiatives.
• Lead team meetings and share industry trends and policies.
• Maintain accuracy in agency management systems.

Conhecimentos

Sales experience

CRM platforms

Leadership

Communication skills

MS Office

Organizational skills

Travel 50%+

Goal oriented

Interpersonal skills

Formação académica

Property & Casualty license or eligible

Ferramentas

CRM platforms

MS Office (Word/Excel)

Descrição da oferta de emprego

General Description: Inside/Outside specialty sales position. Responsible for driving new business sales, retention, and growing program specific business. In addition, responsible for managing assigned outside/inside sales team. This role will be a key part of the Leadership and Management teams to drive continuous revenue growth and achieve departmental sales goals.

Responsibilities:

• Responsible for full-cycle recruitment, management, and development of 3+ Sales Producers. Includes monitoring staffing, performance management, and training.
• Provide leadership and coaching to generate revenue and sales goals. Assist with marketing and business plans to support sales strategies.
• Ensure team achievement of annual new business sales goals in our target market of companies as well as personal new business goal achievement.
• Meet with external centers of influence (COI) to act as a value-added service.
• Demonstrate technical knowledge necessary to communicate our solutions effectively to a noninsurance buyer.
• Develop a sales business plan and use effective prospecting strategies. Overcome sales obstacles on a prospect-specific basis.
• Build client and prospect pipeline. Champion client cross-selling initiatives for existing clients.
• Engage in meetings on earning and preparing for first appointments and closing business.
• Maintain a high degree of accuracy in agency management systems.
• Facilitate networking sessions to build COIs.
• Complete the sales due diligence process. Understand and explain USI’s competitive differentiation to clients and prospects.
• Build relationships with small business, Personal Risk, Commercial Lines, and Employee Benefits sales staff.
• Lead regular team meetings. Keep staff informed on industry trends, USI policies, and procedures.
• Support the sales department for assigned line of business to maintain department budget.
• Attend sales meetings, seminars, trade shows, networking, and customer and association events.
• Develop knowledge of USI’s product line, insurance concepts, and proprietary technologies.

Knowledge, Skills and Abilities:

• 2+ years of applicable sales experience and track record of sales success.
• High school diploma or general education degree (GED) required. College degree preferred.
• Must hold or will obtain Property & Casualty and/or appropriate business licensure.
• Management experience in a call-center environment is preferred.
• Experience with customer relationship management (CRM) platforms required.
• Personable, highly motivated, and goal oriented. Driven to achieve sales goals.
• Strong verbal and written communication skills.
• Detail-oriented. Strong planning and organizational skills.
• Strong working knowledge of Microsoft Office suite; including Word and Excel.
• Ability to travel to meet with identified COIs, networks, associations, prospects, and clients more than 50% of the time.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.