Business Relationship Manager

Donegal Insurance Group • Magna, UT

55d • $90,000 - $120,000 • Remote

About The Position

Donegal Insurance Group is hiring a Business Relationship Manager for Utah to support its Mountain States region. As part of the Marketing team, the role works through the independent agency system to increase quote activity and written premium, improve retention, and maintain customer satisfaction and profitability. This is a full-time, remote position. Candidates for positions without an onsite office requirement must live within Donegal’s approved footprint, which includes Utah and other listed states.

The Business Relationship Manager develops and supports agency relationships, grows the distribution channel, markets company products and services, and works with agents to achieve established financial and strategic goals. The role analyzes agency performance, creates action plans, coordinates with underwriting on corrective measures, and documents agency interactions. The position requires routine visits to agents in the assigned territory, as well as virtual and in-person agency reviews.

Requirements

• Bachelor’s degree or equivalent experience in marketing, business administration, or a related field.
• At least 3 to 5 years of property and casualty insurance experience.
• Knowledge of the independent agency system.
• Ability to work with larger commercial agencies and familiarity with agents within the territory.
• Ability to work independently and strong motivation.

Nice To Haves

• Strong commercial lines insurance experience and knowledge.
• Continuing education and insurance designations.

Responsibilities

• Prospect and appoint agents to build a strong distribution channel.
• Train agencies on new programs and services to help agents achieve their goals and objectives with the company.
• Communicate Donegal Companies’ corporate goals, products, rules, rates, and incentives to agents to support a profitable book of business and strong relationships.
• Provide personalized attention on sales calls to ensure optimum positioning within the agency.
• Communicate with agencies about the types of commercial lines business the company is interested in quoting.
• Direct agents to use Donegal’s WritePro and WriteBiz systems, and generate personal lines quote activity.
• Work with individual agents to generate new commercial lines business opportunities.
• Develop individual agency plans with financial objectives, including premium, loss ratio, and new and renewal policy-count goals; regularly review progress with agents.
• Analyze agency profitability within the assigned territory and develop and implement action plans to meet financial and strategic goals or take corrective action as needed.
• Work with underwriting to implement corrective actions with agents, which may include training, re-underwriting, rehabilitation programs, mergers, or agency termination.
• Maintain comprehensive agency call reports in Salesforce documenting virtual and in-person visits, discussions, follow-up actions, and relevant interactions.
• Facilitate at least two agency reviews each year with underwriting to assess agent performance against established goals and implement corrective measures as needed.
• Market company products and services, understand the company’s interface capabilities, monitor agency activity, and arrange training on new products and services.
• Routinely visit agents in the assigned territory and prospect for quality agency appointments.

Benefits

• Medical, dental, and vision coverage for employees and dependents, with coverage beginning the first of the month after the start date.
• 401(k): 100% match on the first 3% contributed and 50% match on the next 6%.
• Paid vacation, sick days, holidays, and bereavement days.
• Career development, including college partnership discounts and reimbursement for industry designations.
• Company-paid basic life insurance.
• Short- and long-term disability insurance.
• Employee stock purchase plan.
• Employee assistance program (EAP).
• The role may be eligible to participate in a discretionary annual incentive program; bonus amounts vary and are subject to the applicable plan terms and conditions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level