POSITION SUMMARY
Provides daily supervision of sales and service staff focusing on new business growth, customer retention and customer services. Coordinates with management to develop strategic planning for the agency. Works with various banking units to maintain flow of new business referrals.

ESSENTIAL REQUIREMENTS

• Responsible for staff development, , training, supervision and performance management review of assigned staff. Able to develop and structure a highly effective and skilled insurance team.
• Coordinates staff access with insurance carriers.
• Administers agency management system uploads and downloads (ie., Applied Epic)
• Develops relationships with the insurance carriers.
• Develops relationships with the banking units and provides reports as needed to document results.
• Provides reports as needed to document results.
• Continually access workflows for efficiency and consistency.
• Completes all compliance training related to the position.
• Understands all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.

EXPERIENCE/SKILLS

• Five (5) to eight (8) years Personal Property and Casualty Insurance experience preferred.
• Prior sales, sales management and supervisory experience preferred.
• Familiar with Applied Agency Management Systems (ie., Applied Epic).
• Knowledge of insurance industry.
• Good PC skills-proficiency in Microsoft Word and Excel essential.
• Good communication and organizational skills.
• Attention to detail.
• Customer service oriented.

• Bachelor's Degree preferred.
• Property & Casualty license.

TRAVEL REQUIREMENTS
Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc.

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT
MS Office PC, fax, phone and standard office equipment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)