Insurance Sales and Relationship Mgr
On-siteTupelo, Mississippi, United States
Job Summary
Train, coach, and develop producers while directing sales plans, goals, and pipeline management. Partner with bank leadership and internal stakeholders to promote insurance solutions, drive referral generation, and support cross-sell activities among insurance lines and bank partners. Monitor performance metrics, enforce agency standards, and implement process improvements to enhance customer and colleague experiences. Develop producer succession plans and manage documentation within the agency management system. Requires a Bachelor's Degree, Property & Casualty license, and 5+ years of Personal Lines experience. Exempt status with a hybrid office and remote work arrangement available.
Required Qualifications
- Bachelor's Degree
- Property & Casualty Insurance license
- 5+ years Personal Lines insurance experience, including sales, or sales management responsibilities
Desired Qualifications
- Experience with Agency Management Systems, including Sagitta
- Strong time management skills
- attention to detail and ability to prioritize
- Strong written and verbal skills with high levels of professionalism
- Ability to thrive in a collaborative, team-oriented environment
- Strong problem-solving skills and ability to handle complex issues
- Ability to multi-task and meet tight deadlines
- Strong PC and internet skills including intermediate user level for Excel, PowerPoint and Word
- Knowledge of benefits and usage of AI within the workplace
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