Duties and Responsibilities

• Responsible for training, coaching, and developing producers in conjunction with corporate product and sales training programs.
• Directs and monitors producer sales plans, goals, activities, and pipeline management.
• Actively partners with bank leadership, and other internal stakeholders to promote insurance solutions as part of a holistic client and colleague experience.
• Assists with prospect inventory development and referral generation opportunities.
• Manages producers to properly document sales activities within the agency management system.
• Supports and monitors cross-sell activities among insurance lines and bank partners to maximize relationship value and customer penetration.
• Reinforces agency standards, monitors performance metrics, and implements process improvements to enhance customer and colleague experiences.
• Develops and implements producer succession plans for departing sales team members.
• Performs other duties as assigned.

Basic Qualifications:

• Bachelor's Degree
• Property & Casualty Insurance license
• 5+ years Personal Lines insurance experience, including sales, or sales management responsibilities

Preferred Qualifications:

• Experience with Agency Management Systems, including Sagitta

• Strong time management skills, attention to detail and ability to prioritize.

• Strong written and verbal skills with high levels of professionalism.

• Need to be able to thrive in a collaborative, team-oriented environment.

• Strong problem-solving skills and ability to handle complex issues.

• Ability to multi-task and meet tight deadlines.

• Strong PC and internet skills including intermediate user level for Excel, PowerPoint and Word.

• Knowledge of benefits and usage of AI within the workplace

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