The Carlisle Group (TCG) · 1 day ago
INSIDE AGENCY DISTRIBUTION MANAGER
Pennsylvania, United States
Full-time
Hybrid
Mid LevelThe Carlisle Group is a well-respected, A Rated Property & Casualty Insurance company seeking an Inside Agency Distribution Manager. This role involves managing agency relationships, driving new business growth, and supporting assigned agents through various digital sales methods.
Human ResourcesRecruitingStaffing Agency
Responsibilities
Primary focus and responsibility is managing opportunities with appointed agents in a consultative framework through proactive outbound phone calls, virtual webinars and other digital sales methods
Responsible for the overall agency relationship, agency management, and directing resources and support as determined by the distribution model
Responsible for managing distribution plans with assigned agencies
Responsible for driving new business quote activity and new business results, maintaining existing production and profitability
Responsible for building and maintaining plans which hold assigned agents accountable for building quality books of business with organization
Assist and support field ADM with prospecting, appointing and training new agencies where appropriate
Develop agency plans with key agencies and execute those success plans on behalf of organization
Provide training to agencies and new staff hires on all products, procedures, rules, underwriting philosophy, binding guides, and software/systems such as The Key
Effectively utilize Salesforce and other automated tools and resources
CRM entries (including agendas and action items) are timely, complete, detailed and follow desired expectations
Complete appropriate number of agency sales calls per week/month to deliver on objectives
Calls should include consistent use of a consultative sales process and skills to establish clear forward action plans and gain commitment to achieve them
Use strategic approach and segmentation to select the proper agencies to spend time with and provide guidance to agencies with a solutions-oriented, consultative sales approach
Analyze and think through agency issues, identify alternative responses/options and bring about an effective solution
Demonstrate good judgment about which creative ideas and suggestions will work
Effectively evaluate agency performance on profit and growth and hold agencies accountable for action plans and results
Communicate and deliver value proposition for both policyholders and agents
Collaborate with various internal partners including Underwriting, Product, and Customer Service teams as needed to be effective
Gather and share competitive intelligence, market changes, and competitive position
Responsible for establishing and maintaining relationships with industry trade associations and state association members
Qualification
Required
Proficient with corporate productivity and web presentation tools including online meetings & video conferencing with strong listening, communication, and presentation skills
Proven sales experience with a successful track record highly desired
Must possess strong phone presence and experience with multiple outbound/inbound phone calls per day with an ability to think strategically, influence people, drive action
Ability to multi-task, prioritize, and self-manage time effectively
Must have strong organizational and analytical abilities to successfully manage multiple concurrent items at once to achieve territory goals
Scheduling flexibility including occasionally working irregular hours required for company scheduled events
Preferred
Bachelor's degree and prior insurance experience preferred
Experience working with Salesforce or similar CRM software preferred
Company
The Carlisle Group (TCG)
The Carlisle Group (TCG) is a leading international Executive Search and Recruitment firm with nearly 30 years of expertise in talent acquisition and leadership consulting.
Founded in 1996
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Bert Wendeln
Owner/CEO
Company data provided by crunchbase