Florida Territory Sales & Training Manager

ONE ALLIANCE INSURANCE MANAGERS INC; Sarasota (FL); On-site; USD 75,000 - 120,000; Full time

Job summary

ONE ALLIANCE INSURANCE MANAGERS INC in Sarasota, FL is seeking a Territory Sales Manager to oversee agency appointments and train agency personnel on company products, procedures and underwriting guidelines while expanding sales across Florida. The role requires coordinating appointment paperwork, conducting training sessions for agents and in-house staff, and providing audit reports to Sales Management.

A bachelor’s degree and at least three years of P&C marketing to Independent Agents is

Qualifications

• Bachelor’s degree or equivalent work experience.
• Three years of experience marketing P & C personal lines in designated state.
• Experience marketing to homeowners and/or personal auto and marketing in commercial lines is a plus.
• Must have experience training and developing agency staff.
• Must demonstrate ability to problem solve.
• Ability to learn and follow regulations, including FCRA and GLB regulations.
• Must be able to understand and review agency qualifications for appointment and make recommendations for appointment or dismissal.
• Must have experience using Microsoft Office, Mapping, and Internet based platforms.

Responsibilities

• Evaluate agency qualifications for appointment and make recommendations.
• Coordinate receipt of appointment paperwork between agents and company.
• Coordinate receipt of IDs and passwords between processing company and One Alliance.
• Communicate IDs and passwords to agents.
• Schedule, coordinate, and conduct agent training sessions on regional basis.
• Schedule, coordinate, and conduct monthly customer service training sessions.
• Collect and communicate feedback from agent and CSR training sessions to appropriate area.
• Responsible for agency production and quality of business.
• Proficient with web-based quote and application platform and processes.
• Conduct agency marketing visits with all appointed agents in assigned territory, conduct Q&A sessions and audit files.
• Provide audit reports to Sales Management and Underwriting.
• Assist with agency communications.
• Complete quarterly agency evaluations including production levels and quality of new business submissions.
• Review results of quarterly agency evaluations with agency principal; establish corrective action plans.
• Gather knowledge of competitors, products, pricing, and processes and communicating with OANA.
• Attend annual rate review process.
• Collaborate with underwriting, operations, claims and marketing as needed.
• Perform other duties as required.

Skills

Interpersonal skills

Team collaboration

Communication skills

Problem solving

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Mapping

Internet-based platforms

Job description

ONE ALLIANCE INSURANCE MANAGERS INC in Sarasota, FL is seeking a Territory Sales Manager to oversee agency appointments and train agency personnel on company products, procedures and underwriting guidelines while expanding sales across Florida. The role requires coordinating appointment paperwork, conducting training sessions for agents and in-house staff, and providing audit reports to Sales Management.

A bachelor’s degree and at least three years of P&C marketing to Independent Agents is