Supervisor – Personal Lines Sales
| Company | Holman |
|---|---|
| Location | Pennsauken Township, NJ, USA |
| Salary | $81210 – $117760 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Bachelor’s degree or related work experience in the insurance industry.
- Candidates must have an insurance license or be able to sit for and pass state licensing exams for both Property and Casualty and Life and Health.
- Proficient in various desktop tools including MS Office Programs (i.e. Outlook, Excel, Word, PowerPoint, Project, Visio, SharePoint etc.) and Salesforce.
- 3-5 years’ experience in the related area as an individual contributor.
- Supervisory experience is preferred.
Responsibilities
- Oversee and develop Personal Lines frontline Account Reps, sales support staff, and dealership referral program.
- Understand the annual production goals for HIS as set forth by the business and then assist with the recruiting, hiring, training and ongoing development of Account Representatives (ARs).
- Learn and understand every aspect of the sales process within the agency from the lead generation at the dealership level to the binding and issuing of new business.
- Work with the existing group of ARs to help them achieve individual and group sales goals.
- Deliver training to the AR team on workflows, new business procedure, compliance, time management along with all other aspects of the sales process.
- Coordinate closely with other leaders in the HIS business to ensure training gaps are quickly being identified and filled.
- Become acquainted with, and a competent user of, all agency systems necessary for the running of the business.
- Maintain direct involvement with the AR group (e.g. sit-in on appointments, participate in client calls, assess new producers, etc.).
- Provide consistent accountability for the AR group.
- Serve as the main point of contact for HIS with all dealerships within the designated region or territory.
- While the emphasis for new business production revolves around the dealership processes, the Supervisor should also help develop new resources for referrals and new customers.
- Supervisor will be responsible for reporting biweekly, monthly, quarterly, and annually on leads, quotes, and binds, as well as analyze trends and institute corrective action based on the analysis.
- Supervisor will be responsible for sales efforts nationally, which will require travel to dealerships for the purpose of business development.
- Hold regularly scheduled 1 on 1 meetings with staff to address concerns, remove obstacles to their productivity, train, and provide feedback for their development.
- Hold regularly scheduled team meetings to address trends in the business, communicate changes in SOP, and handle departmental business.
Preferred Qualifications
- Industry designations and certifications are an advantage (e.g., CIC, CISR, CPCU, AIS, sales leadership certifications, AINS, CPCU, or Certified Professional Insurance Agent (CPIA)).
- Success in a sales organization and a thorough understanding of the ‘soft’ sales approach is required.