VP of Commercial Lines Insurance Sales

Duncan Financial Group; Irwin (Westmoreland County); Hybrid; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a VP of Commercial Lines Insurance Sales to lead their sales team and drive growth. This dynamic role requires a strategic thinker with a proven track record in sales management within the insurance sector. You will develop and implement effective sales strategies, mentor a team of sales professionals, and maintain strong relationships with clients. This position offers a unique opportunity to shape the future of sales at a family-run firm that values its employees and community. Join a company that is committed to excellence and innovation in financial services, and make a significant impact on the lives of clients and colleagues alike.

Benefits

Competitive Compensation Package

Vision Insurance

Company Paid Disability Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Qualifications

• 5+ years of sales management experience in the insurance industry.
• Active Pennsylvania Property & Casualty License required.

Responsibilities

• Lead the sales team to achieve maximum profitability and growth.
• Develop and implement training programs for the sales team.

Skills

Sales Management

Negotiation Skills

Communication Skills

Client Relationship Management

Leadership

Education

Bachelor’s Degree in Business

MBA

Tools

CRM Software (HubSpot)

Microsoft Office (Outlook, Excel, Word)

Insurance Data Management System (Applied Epic)

Job description

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Direct message the job poster from Duncan Financial Group

Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

VP of Commercial Lines Insurance Sales

Job Summary:

The VP of Commercial Lines Insurance Sales administers the selling of Duncan Financial Group’s Commercial Lines offerings. It includes the planning, implementation, and control of sales and risk management programs, as well as recruiting, training, motivating, and evaluating members of the commercial lines sales team. The fundamental role is to develop and administer a selling strategy and unique value proposition that effectively contributes to DFG’s growth goals and customer centric approach. This person will have important input as to the decision making as to how many salespeople to employ, how best to select and train them, what sort of compensation and incentives to use to motivate them, what type of presentation they should make, and how the sales function should be structured for maximum contact and success with customers and prospects.

The VP of Commercial Lines Insurance Sales will also be a “player-coach” in this role. Meaning, this person will lead the Client sales team and also be responsible for direct sales for and managing a book of business. This approach will foster enthusiasm, teamwork and alignment as the VP of Commercial Lines Insurance Sales will lead by example and be a meaningful resource for up-and-coming Producers.

Responsibilities:

The primary role of the VP of Commercial Lines Insurance Sales is to be responsible for the development and performance of all sales activities in commercial insurance. Staffs and directs a sales team and provides leadership towards the achievement of maximum profitability and growth in line with company vision and core values. Establishes plans and strategies to expand the customer base in the assigned area and contributes to the development of training and educational programs for clients and the sales team. The main duties are summarized as follows:

• Responsible for obtaining growth and profitable results through the sales team by developing the team via motivation, counselling, skills development and product knowledge development and true sales leadership.
• Responsible for managing the sales team, developing a business plan covering sales, revenue, and expense controls, meeting agreed targets and sales metrics, and promoting DFG’s presence.
• Lead and schedule weekly commercial sales team meetings with team and leadership.
• Embody company culture and core values.
• Successfully maintain and grow a book of commercial lines business.
• Ensure correct usage of CRM and other sales tools/programs.
• Train and ensure adherence to the Client risk management & sales process.
• Continually evolve the unique value proposition and sales process to solve the problems faced by clients and prospects.
• Ensure adherence to our sales process and how DFG wins business.

Personnel:

• Plan and implement a specific appraisal system that describes the responsibilities and performance standards for each member of the sales team, set individual sales and revenue targets.
• Personally, observe the performance of the Client Sales Reps in the field on a regular basis.
• Responsible for the planning, recruitment, direction, organization, and control of the Producers to accomplish specific objectives.
• Provide high standards of ongoing training for the Producers so that they possess sufficient technical knowledge to present information on the company’s products in an accurate and balanced manner.
• Train new sales team members to ensure success.
• Coach and develop direct reports.

Administration:

• Manage the sales administration function, operational performance reporting, streamlining processes and systems wherever possible, and advising senior management on maximizing business relationships and creating an environment where customer service can flourish.
• Responsible for monitoring the performance of the sales team by establishing a system of sales metrics, reports and communications involving sales reports and cyclical sales meetings.
• Track sales team metrics and report data to leadership on a regular basis.
• Implement performance plans according to company procedure.

Planning:

• Assist in the development of the annual sales plan, specifically advising on realistic forecasts for each product and territory (based on historical data, market trends, competitive activity, promotional strategy, and sales effort), realistic costs of operating the sales force and sales promotion program plans.
• Assist in developing an annual business plan for each sales professional.

Qualifications:

• Bachelor’s Degree in Business, Finance, or related field required; MBA is preferred.
• Minimum of 5 years of sales management experience within the insurance industry required.
• Active Pennsylvania Property & Casualty License.
• Extensive knowledge of commercial insurance products.
• Proven ability to coach/mentor a team of sales professionals.
• Excellent sales, presentation, negotiation, and communication skills.
• Ability to build and maintain strong relationships with clients, carriers, and industry partners.
• Proficiency with Microsoft Office (Outlook, Excel, and Word), CRM software (HubSpot), and insurance data management system (Applied Epic).

Hours: Monday-Friday, 8:30am-5:00pm (Flexible)

Office Location: 311 Main Street, Irwin, PA 15642 (Hybrid Work Options Available)

• Competitive Compensation Package (Salary, Commission, Bonus)
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Management, Sales, and Business Development

Industries

• Insurance and Insurance Agencies and Brokerages