Agency Success Manager - SEM

About the Role

Key Responsibilities

• Demonstrate exceptional sales acumen & ability to engage producers & achieve Sales goals via remote interactions
• Build revenue and deepen relationships within assigned accounts
• Master in articulating our niche & easily able to formulate a sales proposition for producers in a conversational and convincing manner
• Influence outcomes and create call scripts to engage producers through phone calls, emails, and video
• Participate in tradeshows and industry events, including some travel in support of goals
• Work closely with Marketing Managers, Sales Managers, and GTM Leads in support of state strategy
• Collaborate on activities to enhance SageSure's position within the Agency
• Weekly tracking and reporting against agreed-upon Sales & Marketing campaigns

Requirements

• 5 years personal lines insurance experience (Sales, Service, Underwriting or Agency)
• Ability to gain expert-level understanding of Agent Portal, Quoting, Underwriting Guidelines, and Policy Services support information
• Solid Microsoft Office skills with an emphasis on Excel & Word
• Ability to work independently, with business acumen to address workload and plan accordingly to prioritize activities to meet multiple deadlines
• Strong written and verbal communication skills
• Account management experience in a remote environment

Nice to Have

• P/C License preferred
• Professional designation preferred
• Experience working in Salesforce CRM

Qualifications

• Master's degree (implied by the mention of educational qualification)
• Property & Casualty License (preferred)

Benefits & Perks

• Health insurance
• Tuition reimbursement
• Paid time off
• 401(k) matching
• Volunteer time off
• Generous health benefits and perks