Insurance Sales and Relationship Mgr
On-siteHoover, Alabama, United States
Hoover, Alabama, United StatesOn-siteFull TimeBachelors DegreeEnterprise
Full TimeBachelors DegreeEnterprise
Job Summary
Lead the Insurance Green Team to drive production growth, customer retention, and operational excellence within Personal Lines sales and service. Execute training, coaching, and development for producers and service professionals while directing sales plans, goals, and pipeline management. Partner with bank leadership to promote insurance solutions, generate referrals, and manage documentation within the agency management system. Monitor cross-sell activities, reinforce service standards, and develop producer succession plans to maximize relationship value and customer penetration.
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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