Summary:

The Insurance Sales Leader will recruit, retain, and actively coach insurance professionals in addition to direct responsibility for new business, retention and growth of their assigned team and region(s).

Duties and Responsibilities:

• Execute Sales Strategy: Responsible for the execution of the annual sales plan; to include achievement of targeted growth and profitability for the line of business. Works collaboratively with the National Insurance Sales Leader and all other solution line sales leaders to create an executable annual business plan which increases and supports Huntington Insurance brand awareness across the footprint for their respective markets. Works collaboratively with the Sr. Managing Director, National Insurance Sales Leader, and Sales Enablement Leader to share market trends, recommend current and future growth industries, products, and solutions for their respective markets.

• Client Engagement & Relationship Management: Develop strategies in support of internal bank partnerships (OCR). Provides high visibility and participation in assigned regions and creates an environment for deepening internal and external COI’s by assigning the right sales colleagues to the right segments.

• Implement Sales Process: Drives and monitors the implementation of the sales process.

• Ensures, in partnership with the National Insurance Sales Leader, the OCR referrals are assigned to the most appropriate colleagues. Assist in facilitating the transfer when the underlying activity is not sufficient.

  • Instills routine management protocols to ensure activity supports producer sales goals.

  • Supports the new business submission and renewal strategies for prospects and customers in their region.

  • Manages pipeline and reporting, sales forecasting, sales analysis and performance tracking of assigned producers and market(s).

• Optimize Sales Team Performance: Identifies and recruits high caliber sales professionals and service team members.

  • In conjunction with the National Insurance Sales Leader, assists with succession and growth planning on producer roles as well as talent pipeline.

  • Active involvement in the development and maintenance of a productive sales and marketing culture.

  • Resolve any conflicts between producers escalating to the National Insurance Sales Leader as appropriate.

  • Leads, coaches and mentor’s direct reports and others on the sales process.

• Performance Monitoring: Provides data in support and preparation of the monthly forecast calls and business reviews.

• Perform other duties as assigned.

Basic Qualifications:

• Bachelor’s Degree

• 7+ years of leadership experience in Property & Casualty Commercial Lines working for a strong regional, or large national insurance brokerage firm.

• Property & Casualty Insurance license (must obtain within 90 days of role).

• Other insurance licenses as needed.

Preferred Qualifications:

• Strong Business Acumen with emphasis on Leadership, Sales Development and Client Service.

• C-suite level executive presence with strong negotiation and consultative sales.

• Proven record of success developing producers, growing revenues, and improving profitability.

• Problem solving skills/ability to handle complex issues.

• Ability to multi-task and meet tight deadlines.

• High energy, results driven individual with strong coaching capability.

• Strong organizational skills with ability to drive successful outcomes.

• Ability to interact effectively with all levels across the organization.

• Ability to thrive in a collaborative, team-oriented environment.

• Ability to utilize Word, Excel and PowerPoint for presentations and analysis of information.

• Familiarity of Agency Management Systems to easily access and analyze data. (Preference for Tableau, Sagitta and Vertafore).

• Excellent written and verbal communication skills, including professional grammar and demeanor.