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Cabrillo Coastal General Insurance Agency, LLC · 2 days ago

Residential Property Insurance | Sales Manager | North Central Florida

Gainesville,FL,US

Full-time

Onsite

Entry, Mid Level

1+ years exp

Cabrillo Coastal General Insurance Agency, LLC is seeking a Sales Manager for the north central Florida territory. The role involves representing the company to meet sales goals, developing sales plans, and training agents while ensuring effective communication and collaboration with various teams.

FinanceInsurance

Responsibilities

Represents Company within the north central Florida territory to meet and exceed assigned quarterly sales goals; demonstrates professionalism, tact, diplomacy, responsiveness, a strong work ethic and a “thick skin”, when necessary, to pursue leads, continue follow-through, close sales and in all other customer/agent interactions

Develops and follows-through on sales plans; prepares and conducts sales presentations regarding Company products and services for one-on-one sales interactions and/or larger events with prospective and/or current customer/agents; clearly communicates information regarding Company products

Acts as Company liaison with all prospective and appointed customer/agents within assigned territory; organizes, plans, schedules and manages assigned prospective and appointed agents’ face-to-face visits to ensure quality contact on a frequent basis with each and every customer; ensures appropriate follow through to address customer/agents inquiries and concerns; develops, maintains and distributes call reports and other applicable customer/agent and sales documentation and reports; effectively trains agents’ representatives on proper use of Company website/system

Researches and identifies appropriate prospects/leads and pursues, obtains, manages, monitors and updates agent appointments/contracts in accordance with Company’s quality standards in assigned territory

Effectively trains agent representatives on proper use of Company/website/system and regularly “checks-in” to ensure agents’ use is efficient and accurate; when necessary, offers ongoing training and guidance to customers/agents

Via the regular communication of sales information and insight, works closely and collaboratively with Underwriting, Product Development, Claims and other applicable team members to assist in developing and ensuring assigned territory/ies and/or programs profitability and success

Actively contributes as a member of the Cabrillo Coastal Team by assisting and supporting Sales, Policy Services, Underwriting, Claims and other team members

Dynamically enhances Company’s success by taking advantage of learning and development opportunities and personally integrating positive actions to improve individual performance

Coordinates, oversees, participates in, and/or carries out “special” projects either independently or as a member of a group, as assigned

Qualification

SalesMarketingResidential property insuranceSales presentation developmentOralOrganizationActive listeningWritten communicationInterpersonal communicationTime managementDecision-makingProblem analysis/solvingConfidential information maintenanceSales forecastingDesktop computer operationsStandard business softwareBusiness writingBusiness etiquetteMicrosoft WordMicrosoft ExcelMicrosoft OutlookInternet ExplorerMicrosoft PowerPoint

Required

Bachelor's Degree, preferably in sales or marketing-related field, from an accredited institution OR equivalent, at least 1 year of related sales work experience

Represents Company within the north central Florida territory to meet and exceed assigned quarterly sales goals; demonstrates professionalism, tact, diplomacy, responsiveness, a strong work ethic and a 'thick skin', when necessary, to pursue leads, continue follow-through, close sales and in all other customer/agent interactions

Acts as Company liaison with all prospective and appointed customer/agents within assigned territory; organizes, plans, schedules and manages assigned prospective and appointed agents' face-to-face visits to ensure quality contact on a frequent basis with each and every customer; ensures appropriate follow through to address customer/agents inquiries and concerns; develops, maintains and distributes call reports and other applicable customer/agent and sales documentation and reports; effectively trains agents' representatives on proper use of Company website/system

Researches and identifies appropriate prospects/leads and pursues, obtains, manages, monitors and updates agent appointments/contracts in accordance with Company's quality standards in assigned territory

Effectively trains agent representatives on proper use of Company/website/system and regularly 'checks-in' to ensure agents' use is efficient and accurate; when necessary, offers ongoing training and guidance to customers/agents

Actively contributes as a member of the Cabrillo Coastal Team by assisting and supporting Sales, Policy Services, Underwriting, Claims and other team members

Dynamically enhances Company's success by taking advantage of learning and development opportunities and personally integrating positive actions to improve individual performance

Coordinates, oversees, participates in, and/or carries out 'special' projects either independently or as a member of a group, as assigned

Qualities: 'People Person'; Outgoing; Warm; Personable; Tactful; Diplomatic; Competitor; Quality- Oriented; Self-Starter; Team Player; Multi-Tasker; Adaptable; Flexible; Strong Work Ethic; Positive 'Can Do' Attitude; Collaborator; Financially-Oriented; Service-Oriented; Exceptional follow-through

Strong skill sets in the following areas: Sales and marketing; active listening; oral and written communication; interpersonal communication; time management; organization; multi-tasking; identification of appropriate prospects/leads; sales presentation development and communication; decision-making; problem analyses/solving; the maintenance of confidential and sensitive information; sales forecasting

Strong knowledge of: Effective and current sales and marketing philosophies and strategies; various personal lines products, including residential homeowners and personal umbrella products; insurance pricing; basic tenets of business planning and strategy; business writing, grammar and punctuation rules; face-to-face, telephone and email business etiquette rules; desktop computer operations; standard business software and web-based engine operations (e.g., Microsoft Word, Microsoft Excel, Microsoft Outlook and Internet Explorer). MS PowerPoint a plus