Sales Manager - P&C-Life, Remote, NW Ohio & NE Indiana

Pekin Insurance Careers•Toledo, OH

14d•Remote

About The Position

The Sales Manager manages agency relationships from a sales perspective and drives new business growth in Personal, Commercial, and Life insurance through independent agents. The role is responsible for meeting sales objectives within the assigned territory, based on the annual business plan for each business unit. The position covers NW Ohio and NE Indiana and is remote, with a flexible/hybrid work schedule listed among the benefits. The Sales Manager directs territory marketing, provides technical and field underwriting expertise, develops agency business plans, recruits agencies, monitors performance, and coordinates with underwriting and service teams. The role also supports agency sales and education, communicates company policies and goals, and helps develop strategies and action plans to improve agency production and profitability. The position requires travel to agencies and attendance at sales meetings at the Pekin Home Office and annual award banquets.

Requirements

Bachelor’s degree in Business or an insurance-related field, or equivalent experience.
Typically requires 3+ years of related experience.
Valid driver’s license.
Applicants must be authorized to work in the U.S. without sponsorship now or in the future.
Demonstrated listening and communication skills, including public speaking.
Ability to manage time and work independently.
Ability to operate a vehicle safely.
Ability to maintain a positive image and build strong relationships.
Ability to analyze, organize, and prioritize work while meeting multiple deadlines.
Ability to establish program goals and objectives that support the strategic plan.
Ability to manage an independent agency force.
In-depth knowledge of the local marketplace and Microsoft Office software.

Nice To Haves

Previous sales and/or field marketing experience is strongly desired.
Experience with all lines of insurance: Life, Commercial, and Personal.
Chartered Property Casualty Underwriter (CPCU), Chartered Life Underwriter (CLU), or Certified Insurance Counselor (CIC) designation preferred.

Responsibilities

Direct marketing of personal, commercial, and life insurance activities in the territory to achieve profitability and production objectives.
Provide technical and field underwriting expertise to independent agencies.
Develop, negotiate, and execute business plans for selected agencies in line with company underwriting and sales objectives.
Lead sales initiatives and drive new-business quote activity and results.
Recruit new agencies and process agency appointments and sales within the territory.
Monitor agent production, profit, pricing, loss ratio, and hit ratio; manage performance and develop corrective actions when needed.
Work with underwriting and service teams to ensure service levels are met and communicate regularly with those teams.
Collaborate with underwriting to align on territory and individual agent strategies.
Monitor the local marketplace, develop competitive intelligence, and recommend new or existing products and programs.
Make systematic agency calls to support sales, underwriting, and agent education.
Communicate company philosophy, policies, and business practices to agencies; motivate agencies and help establish objectives and goals across lines of business.
Conduct periodic sales and educational meetings for agencies to promote contests and production.
Conduct agency performance reviews with Sales Management and underwriting teams and create action plans to improve sales or profitability.
Assist and train agencies in using the company intranet website.
Maintain call reports or software records with dates, times, and relevant information from monthly agency calls.
Attend sales meetings at the Pekin Home Office and annual award banquets.
Support the Life Specialist in generating sales, identifying opportunities, and educating agencies.
Perform other duties as assigned.