Insurance Sales and Relationship Mgr
Company | Huntington Bancshares |
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Location | Akron, OH, USA, Columbus, OH, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Senior |
Requirements
- Minimum of 7 years of experience in Personal Lines insurance
- Bachelor’s Degree or total of 10 years Personal Lines insurance sales experience, in lieu of bachelor’s degree
- P&C License required or obtain upon hiring within 60 days.
Responsibilities
- Responsible for training and developing producers in conjunction with corporate product and sales training program.
- Identifies any existing gaps in sales processes and procedures, recommend and document solution to increase sales and efficiency and optimize overall client and colleague experience.
- Meet and/or exceed budget and expenses to established budget by monitoring producer sales plans, goals and activities.
- Participates in industry meetings, create and maintain internal and external relationships with OCR partners, Carrier and their company representatives.
- Manages producers to properly record required sales activity information into Vertafore.
- Actively supports and monitors cross sell activities with other insurance lines and bank partners.
- Responsible for holding agents accountable for phone and referral metrics
- Develops and implements producer succession plan for departing sales team members.
- Performs other duties as assigned.
Preferred Qualifications
- P&C License in Personal Home and Auto
- Excellent customer relationship management skills
- Strong verbal and written communication skills, including professional grammar and demeanor
- Proven track-record of meeting team production goals
- Sales Management Experience
- Vertafore
- WFM Experience