Personal Lines Sales Leader

Bridge Specialty Group•San Francisco, CA

10d

About The Position

Brown & Brown is seeking a Personal Lines Sales Leader to join its growing team in Northern California. The role drives success across the sales team through new business, client retention, efficient processes, and teammate engagement. The Sales Leader develops and implements sales strategies, sets goals, monitors producer performance, builds growth plans, and participates directly in sales efforts. The position also partners with Profit Center Leadership on marketing and sales and service standards; recruits, trains, and develops teammates; maintains carrier and client relationships; and manages and grows an existing book of business. The role includes reviewing monthly performance analyses, conducting sales meetings, participating in leadership meetings, and pursuing personal and professional development.

Requirements

Valid Insurance Producers License.
10+ years of experience in all aspects of insurance, including agency management.
10+ years of experience operating in a leadership capacity.
Knowledge of insurance coverages, contracts, and state regulations where business is conducted.
Proficiency in a Microsoft Windows environment, including Word, Excel, PowerPoint, and Publisher.
Ability to create, edit, and merge letters, spreadsheets, labels, and similar materials.
Proficiency with office equipment, including copy machines, printers, fax machines, and binding machines.

Nice To Haves

College degree in a business-related field.

Responsibilities

Identify, design, and implement sales strategies for the assigned team.
Establish annual sales goals and objectives; evaluate producer performance and results, compare actual results with goals, and initiate actions needed to achieve goals.
Build and monitor growth plans for each producer, accounting for individual talents and strategies and recognizing achievements.
Partner with Profit Center Leadership to develop marketing strategies and improve the agency’s image, products, services, and sales and service standards.
Actively lead and participate in sales efforts; identify qualified prospects and assist producers with account surveying and selling.
Evaluate recruitment needs and retention strategies, and participate in recruiting producers, including at career fairs and networking events.
Supervise, train, and develop the team; assess teammates’ skills, coverage, and exposure analysis.
Work with leadership to implement new-teammate learning programs covering insurance coverage, carrier products and services, and profit center procedures.
Promote effective use of Profit Center technology through training and research or solicitation of advanced software products.
Maintain relationships with carrier partners and communicate opportunities, trends, and carrier information to the team.
Collaborate with Profit Center Leadership to manage issues between sales and service teammates.
Build successful relationships with clients, vendors, and carriers to improve client retention.
Participate in social, civic, trade, and industry organizations to promote the Profit Center’s image.
Manage and retain the existing book of business and pursue appropriate growth opportunities through a business plan.
Prepare and review monthly analyses to measure progress toward Profit Center objectives.
Coordinate and conduct sales meetings and participate in Profit Center Leadership meetings.
Pursue personal and professional development.