Senior Field Sales Representative (Commercial Lines)

Utica National Insurance Group; United States; On-site; USD 94,000 - 130,000; Full time

Benefits offered by this job

Medical and Prescription Drug Benefit

Dental Benefit

Vision Benefit

Life Insurance and Disability Benefits

401(k) Profit Sharing

Job summary

Utica National Insurance Group seeks a Senior Field Sales Representative to build and execute agency and sales plans, recruit and inspire new agents, and deepen existing agency relationships across our Middle Market, Small Commercial, and Specialist lines.

You will manage appointments lifecycle, monitor profitability, and drive territory growth while coordinating with internal teams to achieve corporate objectives.

Qualifications

• 5+ years' experience in P&C Commercial Lines marketing or underwriting preferred.
• In-depth understanding of the insurance industry, including competitors, trends, and best practices
• Demonstrated ability to effectively lead talent toward a common goal

Responsibilities

• Develop and monitor territorial/state agency plans.
• Spearhead agency/territorial review process.
• Execute the entire life cycle of appointments including prospecting, soliciting, appointing, developing, and evaluating.
• Manage Agency Production Initiatives by utilizing available marketing tools and sufficient submission activity to meet territorial objectives.
• Establish and monitor customer commitments (business plans, loans, overrides, bonus) and initiate corrective action when needed.
• Develop territorial/state line of business growth plans aligned with Marketing Plan Classifications.
• Determine profitability by methods such as ROS and loss ratios.
• Own loyalty and retention initiatives; build relationships with agents and internal departments; inform producers of new business and product changes.
• Develop and monitor territorial/state target market plans.

Education

Bachelor's Degree

Insurance designations (INS/AU/CPCU)

Job description

The Company

At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected.

Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier.

Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte.

What you will do

As a Senior Field Sales Representative you will have the chance to build and execute strategies to build our your agency and sales plan including recruiting and inspiring new agents as well as creating depth in the existing agency relationships. Our regional sales representatives support our Middle Market, Small Commercial and Specialist lines (Auto Dealers, Educational Institutions) among all lines of commercial business to include Worker's Compensation, General Liability, Commercial Auto, Commercial Property, Commercial Package.

• Develop and monitor territorial/state agency plans.
• Spearhead agency/territorial review process.
• Execute the entire life cycle of appointments including prospecting, soliciting, appointing, developing, and evaluating. Know and properly administer the various components of the customer bonus plan.
• Manage Agency Production Initiatives by utilizing available marketing tools and sufficient submission activity to meet territorial objectives.
• Establish and monitor individual customer commitments (i.e., business plans, loans, overrides, bonus), and initiate corrective action where necessary.
• Develop and monitor territorial/state line of business growth plans that are in adherence with the Marketing Plan Classifications.
• Determine profitability by various methods, including but not limited to accident year loss ratios, calendar year loss ratios, allowable loss ratios, and return on sales (ROS) measurements.
• Own loyalty and retention initiatives such as relationship building at all levels of an agency; develop rapport with industry peers and trade associations; coordinate territory functions/breakfast meetings; develop relationships with internal departments necessary to achieve corporate objectives; inform producers of new merchandising areas; use ACE to inform agent-customers of success/new business write, product enhancements, etc.
• Develop and monitor territorial/state target market plans.

Additional Responsibilities

• Educate customers on product offerings, automation, forms and brochures, and Company procedures. Coordinate territory functions breakfast meetings, training sessions, product fairs.
• Gather competitive marketing intelligence regarding pricing, coverages, and market actions.
• Performs other duties as assigned.
• Conforms with all corporate policies and procedures.

What you need

• 5+ years' experience in P&C Commercial Lines marketing or underwriting preferred.
• In-depth understanding of the insurance industry, including competitors, trends, and best practices
• Demonstrated ability to effectively lead talent toward a common goal
• Bachelor's Degree preferred or equivalent experience
• Significant insurance education, such as INS, AU, CPCU or the demonstrated willingness to pursue insurance education is strongly recommended.

Candidates that don't meet the above experience/education, may be considered as Field Sales Representative

Additional Information:

Location

• New Hampshire/ Western MA

Field position that comes with eligibility for Company Vehicle

Salary Range

Senior Field Sales Representative
$93,500-$130,000

Field Sales Representative
$72,000 - $103,000

• This position also comes with eligibility for Variable Compensation Bonus plan

The final salary to be paid and position within the internal salary range is reflective of the employee’s work experience, their geographic location, education, certification(s), scope and responsibilities in the role, and additional qualifications.

Benefits:

• Medical and Prescription Drug Benefit
• Dental Benefit
• Vision Benefit
• Life Insurance and Disability Benefits
• 401(k) Profit Sharing and Investment Plan(Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results)
• Health Savings Account (HSA)
• Flexible Spending Accounts
• Tuition Assistance, Training, and Professional Designations
• Company-Paid Family Leave
• Adoption/Surrogacy Assistance Benefit
• Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance
• Student Loan Refinancing Services
• Business Travel Accident Insurance
• Matching Gifts program
• PaidVolunteer Day
• Employee Referral Award Program
• Wellness programs
• Personal Insurance Discount

This position is a full time salaried, exempt (non overtime eligible) position.

Utica National is an Equal Opportunity Employer.