Note: The job is a remote job and is open to candidates in USA. Utica National Insurance Group is an award-winning property & casualty insurance carrier with a commitment to making people feel secure and appreciated. The Senior Field Sales Representative will build and execute strategies to enhance agency relationships, support various lines of commercial business, and drive sales initiatives.
Responsibilities
- Develop and monitor territorial/state agency plans Spearhead agency/territorial review process
- Execute the entire life cycle of appointments including prospecting, soliciting, appointing, developing, and evaluating. Know and properly administer the various components of the customer bonus plan
- Manage Agency Production Initiatives by utilizing available marketing tools and sufficient submission activity to meet territorial objectives. Establish and monitor individual customer commitments (i.e., business plans, loans, overrides, bonus), and initiate corrective action where necessary
- Develop and monitor territorial/state line of business growth plans that are in adherence with the Marketing Plan Classifications
- Determine profitability by various methods, including but not limited to accident year loss ratios, calendar year loss ratios, allowable loss ratios, and return on sales (ROS) measurements
- Own loyalty and retention initiatives such as relationship building at all levels of an agency; develop rapport with industry peers and trade associations; coordinate territory functions/breakfast meetings; develop relationships with internal departments necessary to achieve corporate objectives; inform producers of new merchandising areas; use ACE to inform agent-customers of success/new business write, product enhancements, etc
- Develop and monitor territorial/state target market plans
- Special Projects – These might include: Rate reviews and coordinating the implementation of special programs such as new safety groups or mass merchandising programs
- Educate customers on product offerings, automation, forms and brochures, and Company procedures. Coordinate territory functions breakfast meetings, training sessions, product fairs
- Assist in development of new product/program-P&C proposals
- Gather competitive marketing intelligence regarding pricing, coverages, and market actions
- Performs other duties as assigned
- Conforms with all corporate policies and procedures
Skills
- In-depth understanding of the insurance industry, including competitors, trends, and best practices
- Demonstrated ability to effectively lead talent toward a common goal
- 5+ years' experience in P&C Commercial Lines marketing or underwriting preferred
- Bachelor's Degree preferred or equivalent experience
- Significant insurance education, such as INS, AU, CPCU or the demonstrated willingness to pursue insurance education is strongly recommended
Benefits
- Eligibility for Company Vehicle
- Eligibility for Variable Compensation Bonus plan
- Medical and Prescription Drug Benefit
- Dental Benefit
- Vision Benefit
- Life Insurance and Disability Benefits
- 401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results)
- Health Savings Account (HSA)
- Flexible Spending Accounts
- Tuition Assistance, Training, and Professional Designations
- Company-Paid Family Leave
- Adoption/Surrogacy Assistance Benefit
- Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance
- Student Loan Refinancing Services
- Business Travel Accident Insurance
- Matching Gifts program
- Paid Volunteer Day
- Employee Referral Award Program
- Wellness programs
- Personal Insurance Discount
Company Overview