Retail Account Manager – Commercial Property, Casualty

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

📋 Description

• Cultivate and sustain effective relationships with designated agencies and producers.

• Comprehend the unique aspects of each agency’s portfolio, including opportunities, challenges, and potential with THREE.

• Create and implement a territory strategy aimed at meeting or surpassing production goals.

• Recognize opportunities within the assigned portfolio and initiate sales discussions.

• Maintain a structured sales rhythm through agency check-ins, onboarding discussions, business assessments, and activation initiatives.

• Drive robust, qualified submission activity.

• Follow up on submissions and advance opportunities through the sales pipeline from quotes to binding.

• Evaluate territory performance throughout the funnel and adapt sales strategies accordingly.

• Utilize CRM, pipeline, submission, conversion, and production data to prioritize agencies and opportunities effectively.

• Assess wins, losses, and production challenges.

• Gather insights on competitive landscape, product offerings, underwriting, and agency feedback.

• Collaborate with Underwriting while maintaining accountability for the sales relationship.

• Implement team and departmental initiatives within the assigned agencies.

• Achieve or surpass designated production targets.

⛳️ Requirements

• Experience in commercial insurance and independent agency work is mandatory.

• A minimum of 2 years in commercial insurance, agency sales, or a comparable sales position.

• Exceptional written and verbal communication abilities.

• Proven track record in managing internal agencies, developing new business, and achieving measurable sales outcomes.

• In-depth knowledge of commercial insurance products, quoting processes, and the submission-to-bind pathway.

• High personal accountability, a strong inclination toward proactive action, and the capability to independently resolve issues.

• Ability to convey differentiated product value rather than relying solely on relationships, pricing, or familiarity.

• Capacity to approach challenges with curiosity, urgency, and decisive action.

🏝️ Benefits

• Medical (PPO/HDHP), vision, disability, and life insurance.

• Enhanced dental plan that includes orthodontia coverage.

• Generous paid time off (PTO) plan for all eligible employees.

• Paid company holidays and 4 floating holidays.

• Paid parental leave.

• Employee Retirement Savings Plan/401(k) with company match and immediate vesting.

• Education Assistance Program offering 100% upfront tuition reimbursement after 6 months of service for approved degree programs.

• Service Recognition Program providing a monetary award toward a vacation every 5 years of employment.

• Wellness initiatives, including Fitness Center access and Weight Watchers Reimbursement programs.

• Optional accident, critical illness, and hospital indemnity benefits.

• Employee discount and rewards program for travel, tickets, electronics, home goods, and more.

• Potential for commission and incentive pay.