Personal Lines Sales Leader

This is a fully remote position, open to applicants in California.

📋 Description

• Identify, design, and execute sales strategies for the designated team.

• Set annual sales targets and objectives; assess producer performance and compare outcomes with goals.

• Develop and track growth plans for each producer while acknowledging achievements.

• Create marketing strategies in collaboration with Profit Center Leadership.

• Establish and enhance consistent sales and service standards.

• Lead and engage in sales initiatives.

• Identify qualified prospects and support producers with account assessments and sales efforts.

• Assess departmental recruitment needs and devise strategies to retain top talent.

• Recruit new producers through career fairs and networking opportunities.

• Oversee, train, and enhance team capabilities.

• Implement training programs for new team members covering insurance knowledge, carrier products and services, and procedures.

• Optimize the use of Profit Center technology and explore advanced software solutions.

• Maintain relationships with carrier partners.

• Work with leadership to address issues between sales and service teammates.

• Share new opportunities, trends, and carrier information with the team.

• Foster relationships with clients, vendors, and carriers to enhance retention.

• Engage in social, civic, trade, and industry organizations.

• Manage and retain the current book of business while seeking new opportunities.

• Prepare monthly analyses to evaluate progress towards objectives.

• Organize and lead sales meetings and take part in leadership discussions.

• Pursue personal and professional growth.

⛳️ Requirements

• Valid Insurance Producers License.

• Over 10 years of experience in all facets of insurance, including agency management.

• More than 10 years of experience in a leadership role.

• Understanding of insurance coverages, contracts, and state regulations applicable to business operations.

• Proficient in the Microsoft Windows environment, including Word, Excel, PowerPoint, and Publisher.

• Capable of creating, editing, and merging letters, spreadsheets, labels, etc.

• Proficient in the use of office equipment, including copiers, printers, fax machines, and binding machines.

• College degree in a business-related field preferred.

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.

• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services.

• Paid Time Off.

• Holidays.

• Preferred Partner Discounts.

• Equal opportunity and inclusive work environment.