Description
The Insurance Agency Sales Manager leads a team of Insurance Sales Agents. This position oversees and manages the daily operations of the Sales Team and ensures that procedures and practices are in alignment with credit union expectations. Here's what you can expect from the job and what you need to be successful:
Job Duties:
- Lead a Sale Team of high-performing and engaged Sales Agents through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance; provide coaching and corrective action as required; actively support employee professional growth and development.
- Consistently analyze, measure, and track Sales Agent performance.
- Actively manage insurance carrier and other vendor relationships.
- Recognize and manage risk within the department.
- Meet established individual and department goals; update leader on all major projects, employee issues, and goal progress.
- Lead new Sales Agent training and oversee the onboarding process of new sales agents.
- Develop, coordinate, maintain, and enforce agency guidelines, systems, policies, procedures, and productivity standards.
- Research, resolve, and communicate operational issues and member escalations to leader and/or other business units.
- Work with internal Credit Union business partners to drive business success and growth for the insurance agency.
Essential Skills:
- Minimum of 5 years’ experience in an independent Property & Casualty insurance agency with an emphasis on member-focused sales and service functions.
- Minimum one year of experience in a leadership role is preferred.
- Proven track record as an insurance sales agent with an independent personal lines agency.
- Broad knowledge of the laws and regulations regarding personal lines insurance products.
- Familiarity with an agency management system functionality and comparative rater.
- Working knowledge of Microsoft Office Suite.
- Minimum Education: Bachelor’s degree (preferably in Business Administration or other related fields of study) is preferred.
- Certification/License: Active resident Property & Casualty and Life Insurance licenses required.
Location: Hillsboro, OR 97124 (HYBRID)
Target Compensation in Hillsboro, OR: Annual Base Salary + Target Incentive: $100,000 to $115,000
Benefits options include:
- Traditional medical, dental, and vision coverage.
- 401K matching up to 5% per pay period.
- Accrue up to 17 days of Paid Time Off your first year of employment.
- 11 paid federal holidays.
- Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria).
First Tech is not currently offering Visa sponsorship or transfer for this position.
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