Inside Sales Manager
Employment Type : Full-Time
Overview: Summary: Under the Regional Sales Director, the Inside Sales Manager has the overall responsibility for the attainment of the premium, loss ratio, retention, and expense objectives within an assigned territory. This includes: establishing, developing, and sustaining agency contracts and agent relationships in a specified territory; identifying and addressing related challenges; and making proactive recommendations based on market data. This position is fully remote in accordance with UPC’s Telecommuting/Remote Work Policy; The geographic location of the Inside Sales Manager is flexible.
Note: This position is eligible for remote work in accordance with UPC’s Telecommuting / Remote Work Policy.
Organizational Relationships: The Inside Sales Manager reports directly to the Regional Sales Director and has routine contact with the other members of the Sales team. The Inside Sales Manager is the primary contact with the company’s partners, the Independent Agents with whom the company is contracted.Responsibilities:Essential Duties/Responsibilities:- Develops and implements territory goals and strategies to increase UPC’s market share in alignment with UPC’s overall business objectives.
- Establishes, negotiates, and administers agency business plans in accordance with the Company Business Plan.
- Builds and sustains agency relationships.
- Delivers and explains agency contracts, licensing, and agency management reports.
- Trains, develops, and manages the results of the agents in their territory, including the rehabilitation of non-performing agencies.
- Acts as a liaison between the company and producer in solving problems.
- Identifies impediments to business development and facilitates remedies.
- Conducts market research/territorial analysis and evaluates and presents recommendations for opportunities, developments, and trends that could impact the company’s position in the territory.
- Monitors yearly new business commitments.
- Identifies possible new agency appointments, interviews prospective agencies, evaluates potential and recommend advisability of establishing new agency contracts.
- Analyzes agency loss ratio problems, establishes, and monitors rehabilitation programs or recommend termination if profitability cannot be achieved.
- Promotes UPC’s products by ensuring agency awareness of their features and benefits.
- Educates agencies regarding UPC’s products and policy writing system.
- Gathers competitive intelligence, analyzes UPC’s position and recommends action.
- Works with policy processing and claims staff when needed to ensure superior service.
- Provides ongoing agency support and follows up to ensure customer satisfaction.
- Maintains communications with all UPC team members through informal and formal quarterly reports.
- Knows UPC’s systems and uses them effectively.
- Performs other related duties as assigned by Sales Management.
- Some business travel may be required.
Supervisory Responsibilities: NoneQualifications:Education and/or Experience:- Bachelor’s Degree or equivalent Property and Casualty Insurance experience required.
- Three or more years’ experience successfully managing Inside Sales.
- System Functionality and Data Management, Analytics and Metrics, Project Coordination, and Salesforce knowledge strongly preferred.
- Demonstrated success in a fast-paced team-oriented environment.
Competencies:
To perform the job successfully, an individual should demonstrate the following behaviors:
Motivation/Initiative: Motivated and curious, willing to ask questions, research issues and take on challenging projects/assignments; creative, brings new ideas to the table, exhibits self-confidence. Has strong achievement motivation and tenacity.- Administrative Skills: Possesses ability to organize and follow-through on multiple tasks, recognizes and attends to important details with accuracy and efficiency, effectively prioritizes work of staff members. Works to complete goals, tasks and plans, anticipates potential problems and analyzes alternative solutions.
- Interpersonal Style: (Interpersonal Skills, Communication, Teamwork); develops/ maintains effective working relationships; listens attentively to others; communicates ideas clearly (written & verbal); relates to people in an open/ sincere manner; participates effectively in meetings; assists in finding solutions as well as identifying problems; communicates appropriately with supervisor, managed staff and co-workers.
- Self-Management: (Adaptability/Flexibility, Stress Tolerance, Autonomy); adapts readily to changes in routine; works effectively in stressful situations; needs limited guidance and direction; is comfortable working in a fast-paced environment; is reliable and dependable; is results-oriented; maintains productivity and composure under pressure; views problems as opportunities to create solutions.
- Thinking Skills: Diagnoses problems efficiently; gathers sufficient input before making decision or plans; makes timely decision, quickly determines sources of problem, identifies information needed to solve problem and analyzes alternative solutions, communicates issues and decisions effectively to team.
- Customer Orientation: Sensitive & responsive to internal and external customer needs; demonstrates skills in customer services and satisfaction; maintains a positive attitude, willing to listen to customer problems and seeks solutions; stays in tune with changing needs of customers.
Language/Communication skills:- Excellent writing skills required
- Ability to interpret and synthesize information from different functional business units
- Ability to communicate clearly and concisely across organizational levels
- Ability to analyze and interpret complex business and/or technical documents such as financial reports, briefs and/or regulatory publications and/or journals.
Reasoning Ability:- Ability to solve practical problems in a variety of situations
- Ability to define problems, collect and analyze data, establish facts, and draw valid conclusions
Computer Skills:- Advanced personal computer skills including advanced knowledge of MS Office Suite, specifically Word, PowerPoint, Visio, Access, and Excel, as well as the ability to learn other software as needed.
- Experience working with office machinery: calculators, photocopiers, printers, and scanners.
Physical:- Position typically requires reaching, grasping, feeling, talking, hearing, seeing and repetitive motions.
- Sedentary work: Exerting 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.