Personal Lines Sales Leader

Brown & Brown Insurance•Walnut Creek, CA

11d•$200,000 - $250,000

About The Position

Brown & Brown is seeking a Personal Lines Sales Leader for its growing team in Northern California. The role drives sales-team success through new business, client retention, efficient processes, and teammate engagement. The leader develops and implements sales strategies and goals, monitors producer performance and growth plans, and collaborates with Profit Center Leadership on marketing, sales and service standards, recruitment, training, technology use, carrier relationships, and team development. The position also leads and participates in sales efforts, manages and grows an existing book of business, analyzes progress toward profit center objectives, and builds effective relationships with clients, vendors, and carriers.

Requirements

Valid Insurance Producers License.
10+ years’ experience in all aspects of insurance, including agency management experience.
10+ years’ experience operating in a leadership capacity.
Knowledge of insurance coverages, contracts, and state regulations where business is conducted.
Proficient knowledge of the Microsoft Windows environment, including Word, Excel, PowerPoint, and Publisher; able to create, edit, and merge letters, spreadsheets, labels, and similar materials.
Proficient use of 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; continually evaluate producer performance and results, report actual results against goals, and initiate necessary actions to achieve objectives.
Build and monitor growth plans for each producer, considering individual talents and strategies, setting goals, and recognizing achievements.
Partner with Profit Center Leadership to develop and implement marketing strategies that enhance the image, products, and services offered.
Partner with Profit Center Leadership to establish and refine uniform sales and service standards and develop agency improvement strategies.
Actively lead and participate in sales efforts.
Help identify and locate qualified prospects based on target plans, and assist producers with account surveying and selling.
Evaluate short- and long-term department recruitment needs and strategies to retain top talent.
Participate in recruiting producers, including attending career fairs and networking events.
Supervise, train, and develop the team to enhance the profit center’s image and client service; regularly evaluate teammates’ skills, coverage, and exposure analysis.
Work with leadership to implement a learning program for new teammates covering insurance coverage knowledge, carrier products and services, and profit center procedures.
Maximize use of Profit Center technology through regular training and help research and solicit advanced software products.
Maintain strong relationships with carrier partners to optimize products and services for the profit center.
Collaborate with Profit Center Leadership to manage issues between sales and service teammates.
Communicate new opportunities, trends, and carrier information to the team.
Build courteous and 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 new opportunities, including developing a specific growth plan for the book.
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.