Sales and Insurance Agency Manager

An Insurance Agency Manager oversees the operations of the Bank’s Insurance Agency, its insurance contracts and coverage, and oversees and engages in customer service for Financial Advisors and insurance products processed through the Agency.

ESSENTIAL FUNCTIONS:

•Demonstrates the core leadership competencies of character, personal capabilities, focus on results, interpersonal skills, and leading change to attract, motivate, develop, and retain high performing employees.

•Designs and facilitates sales training for Insurance Sales Representatives that will maximize performance.

•Coaches staff to achieve sales excellence in sales production, product knowledge, customer service, operations to meet or exceed minimum performance standards.

•Demonstrates commitment to consistently deliver positive customer service to achieve customer retention.

•Represents OASI in the community.

•Sells life, health and property and casualty insurance to existing customers and referral clients.

•Evaluates and monitors agency growth on the Property and Casualty business- (homeowner’s, car insurance, personal liability).

•Reviews licensing and compliance issues for agents licensed to sell products through the Bank’s Insurance Agency.

•Communicates, trains and monitors policy and procedures to agents and support staff.

•Communicates to inside and outside sales staff regarding new business submitted to companies.

•Communicates with interdepartmental staff regarding various customer service and bank insurance issues, and various coverage and policies.

•Supports all products and procedures processed through the Bank’s Insurance Agency.

•Resolves more complex customer matters.

•Communicates, on a reporting schedule, for all updated schedules of coverage on behalf of the Bank to the broker agency.

•Acts as a liaison with the IT division and supports off-site agency for computer system issues.

•Updates and installs software packages such as the agency management system.

•Utilizes internet technology to research licensing requirements for the various states.

•Designs various reports that monitor/track production and commission for Financial Advisors and agency sales staff.

•Monitors policy renewals to ensure the Agency is paid and that renewal commissions are paid to staff.

•Tracks commissions due to the Agency by brokers and third party marketing programs.

•Acts as a liaison between firm, brokers, and attorneys involved in Bank and customer insurance matters.

•Reviews and updates procedure manual that documents workflow for office and product procedures.

•Administers personnel-related matters such as interviewing and recommendations for hire, performance reviews, disciplinary action and training and development of staff.

•Engages in continuing education to improve product knowledge though courses and seminars, reviewing publications and field-related materials, and establishing professional networks.
REQUIREMENTS
Education and experience:

•Bachelor’s degree in related field or equivalent five years documented experience.

•Life, accident, and health licensing and property and casualty licensing required.

•Series 6 or 7 license preferred.

•Minimum five years progressive insurance management experience (sales, service, and operations).

Knowledge, skills and abilities:

•Ability to apply core leadership competencies.

•Extensive knowledge of all insurance products (Property and Casualty, Life, Health and Annuities).

•Knowledge of insurance program designs and underwriting criteria.

•Computer literate; proficiency with word processing, spreadsheet and Internet applications.

•Knowledge of industry specific software designed for Property and Casualty insurance and/or life and long term care insurance.

•Excellent interpersonal skills and proven ability to deal with all levels of staff and management.

•Excellent written and oral communication skills.

•Strong bookkeeping and numerical aptitude.

•Strong analytical and problem solving skills.

•Strong organizational skills.

•Detail oriented.

•Ability to coach and develop staff.

•Ability to prioritize.

•Ability to manage multiple projects simultaneously from inception through implementation, independently.

•Ability to analyze needs and develop and facilitate ongoing training.


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