Frost Insurance Agency Sales Coach

Frost (Cullen/Frost Bankers) • Austin, TX

218d

About The Position

As a Frost Insurance Agency Sales Coach with Frost, you are our guide. You will be responsible for managing and developing insurance team members within a specific region. You will use your knowledge and expertise to oversee sales strategies to continuously lead our company towards success. You have a servant leadership mindset and passion for people and are not afraid to answer questions and provide guidance. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.

Requirements

• Demonstrated experience managing a team in a sales environment with a proven ability to motivate, mentor, and lead teams
• Bachelor's degree in business, finance, insurance, or a related field; or, equivalent experience
• Texas General Lines Agent License: Property and Casualty (P&C) and Life, Accident, Health, & HMO, or attainment within 90 days
• Knowledge of effective sales strategies and insurance products
• Excellent written and verbal communication skills
• Proficient in Microsoft computer applications

Nice To Haves

• Insurance professional designations such as Certified Insurance Counselors (CIC), Certified Risk Manager (CRM), Associate in Risk Management (ARM), Accredited Adviser in Insurance (AAI), Chartered Property Casualty Underwriter (CPCU), and/or the Certified Employee Benefits Specialist (CEBS)

Responsibilities

• Directly manage and develop insurance team members within a geographic region, implementing the Frost sales process to ensure a high level of success; maintain visible share responsibility of team members targets as they relate to overall goals
• Drive performance improvement by overseeing sales strategies, pipeline management, product knowledge, customer relationship management, and compliance with insurance regulations
• Improve sales performance by developing a formalized coaching model and by watching sales behaviors through direct observation; conduct weekly meetings to help build a customer pipeline and generation of leads
• Organize monthly meetings to build accountability for sales results and activities for the preceding month; review reports and create a model sales activities for the next month; promote the agency in the community, with other lines of business, and in the insurance industry
• Help team identify top clients and create respective relationship plans to improve relationship development and retention
• Participate in identifying candidates for sales roles, including the Insurance Development Associate program, that fit the Frost culture
• Act as the regional agency point of contact for relationships with insurance carrier partners, providing assistance, oversight, and product knowledge for complex insurance issues and placements
• Oversee budgets, expenses, and other relevant financial reporting
• Act as a mentor by offering guidance, support, and regular feedback on employee performance; provide coaching sessions to help improve sales techniques and growth
• Ensure that internal controls are in place and functioning properly
• Exercise the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations and terminations
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Benefits

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) matching
• Generous holiday and paid time off schedule
• Tuition reimbursement
• Extensive health and wellness programs, including our Employee Assistance Program
• Referral bonus program + more!

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees