Strategically manage a portfolio of assigned agencies and accounts in alignment with the company’s business plan, growth objectives, and underwriting appetite
Analyze agency activity and premium under management to identify opportunities for profitable policy and premium growth
Execute company marketing, sales, and distribution strategies with clearly defined quantitative targets
Develop, communicate, and monitor regional growth strategies and goals that align with company objectives
Maintain a comprehensive understanding of insurance industry practices, standards, regulations, and competitive dynamics
Build and maintain close, consultative relationships with agency partners through regular in-person visits
Establish, monitor, and manage profitability goals for assigned brokers and agencies
Own overall production results within the assigned territory, with full accountability for meeting or exceeding annual company growth and performance goals
Provide consistent, accurate, and effective communication to management regarding sales performance, forecasts, pipeline activity, and results
Requirements
High School diploma or GED required; college degree preferred
Minimum of five (5) years of experience as a Field Representative or Account Manager working with independent agents and brokers in the specialty auto property and casualty insurance industry
Established knowledge of, and relationships with, Specialty Auto independent agency owners and relevant trade associations within the state
Demonstrated ability to manage increasing levels of responsibility and territory complexity
Strong understanding of insurance terminology, concepts, and coverage, with emphasis on specialty auto products
Ability to read, analyze, and interpret industry publications, technical procedures, and governmental regulations
Consistent adherence to company policies, procedures, and regulatory standards
Acts as a representative and ambassador of the company, serving as the primary face of the organization within the assigned territory
Strong verbal and written communication skills
Ability to effectively set priorities, manage multiple tasks, and meet deadlines in a fast-paced, field-based environment
Proficiency with Microsoft Office applications, including Excel, and ability to use internet-based tools.