Account Manager role at Peoples Post focusing on client satisfaction and revenue growth. Responsibilities include onboarding, performance analysis, and strategic client communication.
About the role
- Manage assigned territory of Foremost Independent Agencies, cultivating agency partnerships and achieving financial targets through consultative sales strategies. This role involves remote work with required field travel.
Responsibilities
- Owns and manages assigned territory driving profitable growth to achieve financial and operational targets.
- With moderate guidance from management and field distribution partners, assists in leading, developing, and executing territory tactical plan and agency management processes to support financial and operational targets, measure results, and pivot as necessary.
- With coaching, builds and cultivates mutually beneficial agency partnerships in person with agency ownership, management, and frontline staff using a consultative sales framework.
- Establishes position as a trusted advisor while delivering product, underwriting philosophy, appetite, and system training, to support retention and new business development to increase depth and maximize agency revenue.
- With moderate guidance, creates, maintains, and executes high quality agency strategies and plans, including holding agents accountable, to achieve written premium, profit, and new business goals.
- Coordinates plans with field distribution partners, including strategic and tactical components, to align with business strategies such as carrier consolidation (agency book consolidation), agency storefront expansion, and new product or program rollout support.
- With coaching, drives and ensures quality of new business flow, appropriate mix of business, and overall risk management of both individual agency books and overall assigned territory.
- Provides appetite and target market clarity, identifies and addresses profit or quality of business concerns to ensure profitability across territory.
- Strategically utilizes internal reporting and tools designed to support the Independent Agent channel including all Marketing and Development programs, business development tools and internal production/profitability data and analysis.
Requirements
- High School Diploma or equivalent required
- Bachelor's degree preferred
- CIC, CPCU, or insurance licenses preferred upon hire
- Minimum three years of insurance sales and management work experience
- Experience achieving profitable premium growth and sales success.
Benefits
- Bonus Opportunity (based on Company and Individual Performance)
- 401(k)
- Medical
- Dental
- Vision
- Health Savings and Flexible Spending Accounts
- Life Insurance
- Paid Time Off
- Paid Parental Leave
- Tuition Assistance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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