3 часа назад
Insurance Sales and Relationship Manager (Personal Lines)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Insurance Sales and Relationship Manager (Personal Lines): Leading Personal Lines insurance sales and service teams in Hoover, Alabama, with an accent on producer development, customer retention, referral generation, and cross-selling. Focus on building the Insurance Green Team, managing sales pipelines, strengthening bank partnerships, and improving operational performance.
Location: Hoover, Alabama, United States. Workplace Type: Office.
Company
Insurance provides Personal Lines insurance solutions within National Bank.
What you will do
- Support the development and growth of the Insurance Green Team, a colleague-focused concierge service for Personal Lines insurance.
- Train, coach, and develop producers and service team members.
- Direct producer sales plans, goals, activities, and pipeline management.
- Partner with bank leadership and internal stakeholders to promote insurance solutions.
- Develop prospect inventories, referral opportunities, and cross-sell activities across insurance lines and bank partners.
- Monitor documentation, service standards, performance metrics, process improvements, and producer succession planning.
Requirements
- Bachelor's degree.
- Property & Casualty Insurance license.
- 5+ years of Personal Lines insurance experience, including sales or sales management responsibilities.
- Strong written and verbal communication, organization, prioritization, and problem-solving skills.
- Ability to work collaboratively, manage multiple priorities, and meet tight deadlines.
- Intermediate user-level skills in Excel, PowerPoint, and Word.
Nice to have
- Experience with Agency Management Systems, including Sagitta.
- Knowledge of benefits and workplace applications of AI.
Culture & Benefits
- Office-based work environment.
- Collaborative, team-oriented workplace.
- Exempt position and not eligible for overtime pay.
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