Apply on Employer Site

Western National Insurance · 20 hours ago

Regional Agency Manager

Utah, United States

Full-time

Hybrid

Mid, Senior Level

$110K/yr - $148K/yr

Western National Insurance Group is a private mutual insurance company with over 120 years of experience serving customers' property-and-casualty insurance needs. They are seeking a Regional Agency Manager to drive revenue growth by building relationships with agencies in Utah and Montana, managing existing relationships, and enhancing sales effectiveness.

Auto InsuranceCommercial InsuranceInsurance

Growth Opportunities

No H1B

Responsibilities

Builds and maintains strong relationships with existing and potential customers by understanding their needs and providing solutions that meet those needs

Works closely with other departments, such as Marketing, Claims, and Underwriting, to ensure a seamless customer experience and align sales strategies with overall company goals

Analyzes sales metrics and performance data to identify areas for improvement and develops strategies for increasing sales effectiveness

Manages agency production and claims experience through report analysis, reviews production and profitability results with agency personnel, and follows up to assure sales objectives are achieved

Independently recommends and implements appropriate corrective action plans

Effectively establishes regular meeting schedules with each assigned agency to achieve corporate objectives through in-person agency visits

Drives new business submissions to meet corporate growth initiatives for the territory by maintaining and strengthening relationships

Promotes and provides for agency personnel by facilitating training on company products and systems, including internet-based technologies and new sales techniques in the agency office

Acts as a liaison between the agencies and company to communicate changes and develops opportunities for new and renewal sales

Works with all members of the Agency Sales Team to work toward established annual sales and production plans

Effectively develops talking points and sales approach to ensure proper messaging for Western National Insurance Group’s philosophy

Partners with a subject matter expert for product and communication meetings

Pulls agency reports to analyze and develop strategies and action plans to manage each agency and territory accordingly

Understands and reports new business opportunities, understands competitor activities, and stays informed about industry trends

Develops and implements appropriate rehabilitation and termination programs when necessary

Continuously seeks ways to improve sales processes, enhance team performance, and increase customer satisfaction

Leads sales presentations and negotiations with key clients and prospects

Develops and implements growth plans with key agencies

Researches and recommends new agencies for appointment by recruiting, interviewing, and assessing the fit of the agency per established new appointment guidelines

Assists agencies in resolving complex complaints regarding underwriting, claims service, or other internal Western National areas

Collaborates with underwriting to develop core strategies for agencies and support account-level decisions

Works with underwriters to mentor and enhance their understanding of agency dynamics and communication and set them up for success

Works closely with all company departments to develop a high level of teamwork and cooperation to provide excellent service to agents and policyholders

Consistently acts according to our customer experience standards, including responding quickly, maintaining a positive attitude, building rapport, demonstrating empathy, managing the customer’s expectations, using the proper communication channel for the situation, and taking ownership to ensure the customer’s issue is resolved

Proficient ability in demonstrating empathy and patience when dealing with customers, especially when they are dealing with stressful situations or complex issues

Ability to quickly and effectively address customer inquiries by resolving issues and finding solutions that meet customer needs with minimal assistance from a leadership support system

Seeks feedback from customers to identify areas for improvement and works with various departments to implement change

Handles complaints and conflicts by striving to resolve them in a way that maintains customer satisfaction and loyalty

Other duties as assigned

Qualification

Property-Casualty insurance experienceSalesMarketing experienceNegotiation skillsRisk management understandingInsurance regulation knowledgeCommunication skillsCooperationCustomer service skillsEmpathyConflict-resolution skillsDetail orientedTeamworkProject managementActive listening

Required

Valid and unrestricted driver's license and acceptable driving record

Ability to travel frequently (75 - 80%), including overnight state travel (15 - 200-mile radius)

Property-and-casualty insurance company sales and marketing experience or equivalent agency-facing property-and-casualty industry experience

Excellent written, verbal, and interpersonal communication skills

Proficient use of various core systems, office and computer equipment, and software packages

Proficient in negotiating and leveraging in business transactions

Proficient verbal and written communication skills to clearly explain insurance terms, policies, and procedures to agency partners

Ability to actively listen and understand customer needs and concerns

Proficient understanding of insurance regulation and compliance requirements to ensure all sales activities adhere to legal standards

Serve and co-lead project groups to assist in the evolution of coverages, policies, and procedures and bring forward new ideas and innovation

Proficient understanding of risk management concepts and how they apply to insurance products and client needs

Bachelor's degree in business or marketing; experience in lieu of degree acceptable

Preferred

Proven ability to communicate with individuals at all levels of an organization

Excellent conflict-resolution skills

Ability to set priorities, meet deadlines, and work independently

Detail oriented and accurate

Demonstrated in-depth knowledge of insurance products and services, including coverage options, exclusions, and benefits, to provide accurate and relevant information to customers

CIC or CPCU designation preferred or a record of successful completion of insurance-related continuing education courses

Benefits

Medical insurance plan options and other standard employee benefits, including dental insurance, vision benefits, life insurance, disability insurance, and more!

Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)

401(k) Plan (participants are eligible for 100% matching on the first 6% of their contributions)

Wellbeing Program, including onsite fitness studio

Paid Time Off – including holiday, vacation, and volunteer

100% company-paid tuition reimbursement for approved job-relevant coursework and access to The Institutes (Risk and insurance education)

Paid parental leave

Bonus opportunities