Manager - Regional Service

Church Mutual Insurance Company•Merrill, WI

About The Position

Responsible for regional plans and objectives that ensure attainment of company service goals, sales goals and profitability. Develop regional account manager (AM) staff through coaching and a personal work plan to attain sales and service expectations. Monitor employee and regional results to support goal attainment. Maintain adequate staff levels through an effective hiring, onboarding, and training process. Supervisor responsibilities to include staffing, training and development, performance management, and work force planning. Travel and overnight stays are required. On any given day, you'll: With input from sales management and administration, establish annual division plans and objectives that ensure attainment of company sales goals and profitability. Align and coordinate duties and activities of assigned personnel to achieve sales goals and service standards. Develop supporting budget for recommendation and approval. Responsible for the performance and development of account managers through a personal action plan to attain service, profitability, and sales objectives. Conduct regular coaching, including travel with field staff, to building motivation and selling skills. Emphasize staff professional development in support of department guidelines. Develop and maintain a strong working relationship with division managers, underwriting, risk management, and service staff. Maintain appropriate staffing through a timely hiring process. Conduct onboarding orientation and training for new employees and coordinate additional training with home office Corporate Training. Conduct employee performance reviews and salary administration in adherence with company guidelines. Review telecommuting guidelines and requirements. Track and maintain accurate records of all sales and service activities for region and individual employee performance. Take corrective action as needed to meet service and sales standards. Additional responsibilities. o Provide reports to home office and sales management as required. o Attend corporate meetings as scheduled. Schedule individual team meetings as necessary. o Continue to develop leadership and industry related skills. Maintain insurance license in good standing. o Travel and overnight stays are required. o Maintain Insurance license in good standing and a valid driver's license. Supervisor/Manager responsibilities may include all the following:o Staffing needs, to include interviewing and onboarding for new employees.o Training and development, as well as coaching and motivation for staff.o Performance Management, goal setting, employee engagement, and salary administration.o Workforce Management to include; unit equipment, software, and space needs, approving time off and overtime usage, and budget recommendations.

Requirements

Five (5) to seven (7) years successful experience in field insurance sales, sales administration, or related management experience.
Demonstrated management ability.
Commitment to continuing education toward industry designations is required; advanced degree if agreed upon with management.
Demonstrated success in field service and/or management.
Demonstrated leadership, goal achievement, and strategic thinking behaviors.
Strong written/verbal presentation and listening skills.
Ability to work independently and in a team environment, maintaining effective working relationships at all levels.
Demonstrated skills in relationship building, decision making, negotiation, communication to include organizational skills, problem-solving ability, and business acumen.
Ability to understand church & non-profit structure and operations.
Ability to learn and use proprietary software and Microsoft products and stay current with changes.
Accepts accountability for individual and division results.
Maintain confidentiality.

Nice To Haves

Bachelor's degree is preferred.

Responsibilities

Establish annual division plans and objectives that ensure attainment of company sales goals and profitability.
Align and coordinate duties and activities of assigned personnel to achieve sales goals and service standards.
Develop supporting budget for recommendation and approval.
Responsible for the performance and development of account managers through a personal action plan to attain service, profitability, and sales objectives.
Conduct regular coaching, including travel with field staff, to building motivation and selling skills.
Emphasize staff professional development in support of department guidelines.
Develop and maintain a strong working relationship with division managers, underwriting, risk management, and service staff.
Maintain appropriate staffing through a timely hiring process.
Conduct onboarding orientation and training for new employees and coordinate additional training with home office Corporate Training.
Conduct employee performance reviews and salary administration in adherence with company guidelines.
Review telecommuting guidelines and requirements.
Track and maintain accurate records of all sales and service activities for region and individual employee performance.
Take corrective action as needed to meet service and sales standards.
Provide reports to home office and sales management as required.
Attend corporate meetings as scheduled. Schedule individual team meetings as necessary.
Continue to develop leadership and industry related skills.
Maintain insurance license in good standing.
Maintain Insurance license in good standing and a valid driver's license.
Staffing needs, to include interviewing and onboarding for new employees.
Training and development, as well as coaching and motivation for staff.
Performance Management, goal setting, employee engagement, and salary administration.
Workforce Management to include; unit equipment, software, and space needs, approving time off and overtime usage, and budget recommendations.