Associate Director

Transamerica Life Insurance Company Career Center; Burr Ridge (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

Monumental Life is seeking an Associate Director to lead a team of field personnel, develop sales strategies, and provide high-quality service to policyholders. The role reports to the Managing Director and involves recruiting, training, and sustaining a productive staff while coordinating with Home Office and District Manager to ensure profitability.

The position emphasizes meeting goals, observing company procedures for reports, and maintaining strong public relations within the community and

Qualifications

• High school diploma required; some college/undergraduate business degree preferred.
• Life and Health license required.
• 3–5 years’ experience in an insurance sales environment.
• Prior management experience in insurance sales preferred.
• Excellent oral and written communication skills required.

Responsibilities

• Recruit, select, train, retain and develop sales personnel.
• Create, develop and implement action plans to ensure profitability of the staff.
• Supervise Representatives and ensure quality service to policyholders.
• Monitor budgets, disburse funds cost-justifiably, and cut costs to improve profitability.
• Lead weekly joint field work and set staff objectives; address weaknesses through leadership and training.

Skills

Communication

Leadership

Teamwork

Goal setting

Education

High school diploma

Some college / undergraduate degree preferred

Tools

Life & Health license

Job description

The Associate Director is responsible for developing new quality sales, conserving existing business, providing ongoing quality service to policyholders and creating an atmosphere of quality growth, development and job satisfaction to all personnel assigned to his/her Staff. This includes recruiting, selecting, training, retaining and developing sales personnel.

The incumbent reports directly to the Managing Director and is responsible for managing between four and ten field employees assigned to the Staff. The incumbent works closely with Home Office employees to ensure that the daily activities of the Staff are adequately supported.

With Managing Director approval, the incumbent will create, develop and implement action plans, using Company systems that ensure the profitability of the Staff; as well as each individual Representative under the supervision of this position.

The incumbent will manage numbers, goals, objectives and activities for results. He/she will observe the Company’s rules and instructions on keeping records and filing reports concerning sales and collections. The incumbent will supervise the assigned Representatives’ service activities in order to achieve Company standards.

The incumbent will work with the District Manager to ensure that the Field Office operates within budget. The incumbent will treat Company funds conscientiously and will spend allocated funds only when it is cost justified. The incumbent will search for ways to cut costs in order to make the Field Office more profitable and will follow all Company rules and procedures when disbursing Company funds.

The incumbent must be involved in weekly joint field work with the Representatives who report directly to him/her. This will involve observation and generation of assisted sales. The incumbent will set Staff Objectives; interpret those Objectives in terms of observable, controllable activities which can be monitored on a weekly basis; identify sales, service, or business management weaknesses which can then be addressed directly through leadership and/or training.

The incumbent will ensure that quality service is provided to policyholders in a professional, timely, and courteous manner. The incumbent will professionally represent Monumental Life in the local industry organizations listed above. Active participation in community and civic organizations is also recommended. The incumbent will maintain, and make every effort to enhance, good public relations with policyholders, the community, the industry, and Home Office.

Qualifications

• High school diploma required. Some college and/or undergraduate degree in a business related field (i.e., management, finance, marketing, business administration, etc.) preferred.
• Life and Health license required.
• 3 – 5 years’ experience in an insurance sales environment required.
• Prior management experience in an insurance sales environment preferred.
• Excellent oral and written communication skills required.
• Able to work with people in such a manner as to build high morale and group commitments to goals and objectives.