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 Tupelo, Mississippi, with an accent on producer development, customer retention, referral generation, and cross-selling. Focus on coaching producers, managing sales pipelines, strengthening bank partnerships, and improving agency operations and customer experience.
Location: Tupelo, Mississippi, United States; office-based
Company
National Bank operates Insurance and provides banking and insurance solutions.
What you will do
- Lead Personal Lines insurance sales and service teams, including the Insurance Green Team.
- Train, coach, and develop producers using corporate product and sales training programs.
- 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 agency standards and performance metrics, improve processes, and develop succession plans for departing producers.
Requirements
- Bachelor's degree.
- Property and Casualty Insurance license.
- 5+ years of Personal Lines insurance experience, including sales or sales management responsibilities.
- Strong time management, attention to detail, prioritization, communication, and problem-solving skills.
- Ability to collaborate, manage multiple priorities, and meet tight deadlines.
- Intermediate skills with Excel, PowerPoint, Word, PC, and internet tools.
Nice to have
- Experience with agency management systems, including Sagitta.
- Knowledge of workplace AI benefits and applications.
Culture & Benefits
- Full-time, exempt position not eligible for overtime pay.
- Office-based workplace model with possible flexible arrangements for certain positions outside the branch network.
- Collaborative, team-oriented work environment focused on strong internal and client relationships.
- Equal opportunity and tobacco-free hiring practices.
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