Agency Sales Manager & Vice President, 1st Source Insurance, Mishawaka, IN
Apply NowCompany: 1st Source Bank
Location: Mishawaka, IN 46544
Description:
POSITION SUMMARYResponsible for providing oversight/direct supervision of sales staff focusing on new business growth and customer retention. Coordinates with upper management to assist in developing the strategic plan and budget for the agency. Works with various banking units to maintain flow of new business referrals. Responsible for the new business and retention results and sales activities of the personal, employee benefit, small commercial and large commercial sales departments.
ESSENTIAL REQUIREMENTS
NON-ESSENTIAL FUNCTIONSPerforms all other duties as assigned.
EXPERIENCE/SKILLS
EDUCATIONBachelor's Degree preferred.
LICENSESProperty & Casualty, Life and Health license required.
CERTIFICATIONSInsurance Industry Designations including but not limited to CIC, CRM, AAI, ARM, CPCU preferred.
TRAVEL REQUIREMENTSAbility to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc.
PHYSICAL DEMANDSThe 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 accommodation 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.
EQUIPMENTMS Office PC or laptop, 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)
ESSENTIAL REQUIREMENTS
- Responsible for the leadership and training of assigned staff of direct reports and dotted line reports.
- Partners with the Agency President and other line of business managers to develop and structure a highly effective and skilled insurance team.
- Responsible for mastering and developing, but not limited to, the following areas:
- Agency Operations, Agency Accounting, Carrier Relations, Succession and Talent Planning, Insurance and Bank Compliance.
- Provides reports as needed to document results.
- Continually review workflows for efficiency and consistency.
- Regular and predictable attendance is an essential requirement of the position.
- Responsible for the oversight of all compliance training related to the position.
- Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
NON-ESSENTIAL FUNCTIONSPerforms all other duties as assigned.
EXPERIENCE/SKILLS
- Ten (10) to fifteen (15) years or more commercial insurance experience preferred.
- Prior sales, sales management and supervisory experience required.
- Insurance Agency Ownership or Management Experience preferred.
- Extensive knowledge of the insurance industry.
- Experience with Applied EPIC agency management platform preferred.
- Good PC skills--proficiency in Microsoft Word and Excel essential.
- Great communication and organizational skills.
- Attention to detail.
- Customer service oriented.
EDUCATIONBachelor's Degree preferred.
LICENSESProperty & Casualty, Life and Health license required.
CERTIFICATIONSInsurance Industry Designations including but not limited to CIC, CRM, AAI, ARM, CPCU preferred.
TRAVEL REQUIREMENTSAbility to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc.
PHYSICAL DEMANDSThe 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 accommodation 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.
EQUIPMENTMS Office PC or laptop, 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)