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NJM Insurance Group · 1 day ago

Commercial Lines Distribution Rep - Western PA/Western NY Territory (Remote)

United States

Full-time

Remote

Mid Level

$88K/yr - $111K/yr

NJM Insurance Group is seeking a Commercial Lines Distribution Representative to foster relationships with agency and brokerage partners in the western Pennsylvania and western New York territories. The role focuses on driving organic growth by managing key partnerships, executing the sales life cycle, and ensuring alignment with NJM’s strategic goals.

InsuranceManufacturingTransportation

Responsibilities

Understanding and execution of the NJM Annual and Long-Term Strategic Plan

Actively performs and organizes all components of the sales life cycle from the dissemination of the NJM appetite, developing Partner understanding of that appetite, cultivating new business pipelines from inception through the binding of new business

Plan annually with all assigned Partners and reach consensus on aggressive but attainable premium commitments per open location

Works in tandem with all assigned Partners through effective communication of NJM initiatives, product updates and appetite evolution

Remains current with industry trends, legislation and coverage changes

Awareness of Quarterly Quota Metrics and regular monitoring of premium goals throughout each quarter

Scheduling and executing monthly production meetings with each assigned partner. Most are expected to be in person

Scheduling and executing quarterly performance to plan meetings with the leadership of each assigned Partner to review current metrics in relation to the annual planned metrics

Sends follow up reports for each meeting within three business days of the meeting

Records each production meeting and performance to plan meeting in PDMS

Schedules and coordinates resources for kick-off meetings to ensure a smooth onboarding and transition of new risks

Works with assigned underwriters and schedules in-person UW introductory meetings with all assigned Partners

Schedules a combination of lunches, breakfasts and dinner meetings with all assigned partners throughout the year

Schedules relationship building activities with a variety of partners throughout the year. These can include a variety of events including professional sports games, music venues, comedy clubs, outdoor activities etc

Regularly works with CAR team and has them included when practical at Production meetings and has them attend aforementioned activities

Remains current with trends concerning NJM’s lines of business

Displays a strong understanding of NJM’s Value Proposition

Retains a strong working knowledge of NJM’s Retro and LD Offerings

Demonstrates the ability to dissect competitive plans from other carriers

Collaborates with all departments across Commercial Lines to optimize Sales Performance

Match existing agent relationships and books of business opportunities with those of NJM

Based on this analysis recommend for appointment new commercial lines distribution partners in the territory. Ultimately through the review process sign up all appropriate agents based on the strength of these current relationships

Pursue, upsell, cross-sell, recapture opportunities with agencies/brokers

Coordinate New Business Proposal Meetings on key accounts to agencies and brokers; present NJM optional plans

Key account pre-renewal discussion with agencies

Review competitor plans with NJM underwriting to ensure best pricing offered

Lead annual planning process. Implement and monitor throughout year

Review underwriting appetite and services with agencies and brokers

Attend POS (Point of Sale) when possible, with agencies/brokers

Assist with contracting new agencies/brokers

Assist with onboarding and terminating agencies/brokers as required

Maintain agency/broker profiles

Attend corporate functions including Corporate Giving, Chamber of Commerce and Marketing events

Qualification

Sales experienceCommercial lines knowledgeInsurance underwriting knowledgeAnalytical skillsNegotiation skillsProject management skillsMicrosoft Office proficiencyCommunication skillsSelf-motivated

Required

Sales or Field/Production Underwriting oriented with experience and successful track record with standard commercial lines products in the noted territories

Ability to communicate orally and in writing with others to explain complex issues

Full knowledge of all commercial line's standard insurance products and usages

Ability to manage multiple clients, tasks, and requests

Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists

Knowledge of insurance markets and reference to markets

Knowledge of insurance underwriting procedures

Results oriented with the ability to meet strategic goals as required for the assigned territory

Excellent analytical, problem resolution, negotiating and project management skills

Professional, committed, and self-motivated with the ability to focus on daily tasks

Proficient with Microsoft Office – Outlook, Word, Excel, and Teams