What are the responsibilities and job description for the Sales Manager position at Allen Tate Insurance Services, LLC?
SUMMARY OF JOB: Under supervision of the President of the Insurance Division, the Sales Manager is responsible for executing and implementing the overall direction, coordination, quality and productivity of the Allen Tate Insurance Services’ sales and sales assistant teams. The role of the Sales Manager includes the ability to develop relationships with our sales team, real estate agents, loan officer, and clients to meet or exceed new business goals and strategies.
DUTIES & RESPONSIB LITIES INCLUDE, BUT ARE NOT LIMITED TO:
· Carryout the overall direction, coordination, quality and productivity of the sales team
· Support all business needs as they may relate to the responsibilities of the business unit
· Lead and manage the sales and sales assistant teams; manage workflow, escalations, and effectively delegate workload across the team
· Support the sales team through fostering teamwork, focus, consistency, creating efficiencies and scalable processes and procedures
· Responsible for the overall performance of the team
· Understand and implement insurance education and mentorship to the sales team
· Implement new strategies or processes and improve and execute current strategies or processes
· Reporting of new business results and strategies
· Manage relationships (both internal and external) to understand and correctly utilize resources provided by internal systems, external vendors, departments, policies and procedures
· Drive communication, reporting and analysis of the sales team
· Manage carrier interaction to develop marketing campaigns for increased market share
· Work with President & OPs to cultivate an environment to address customer concerns and service issues
· Participate in recruiting interviews, lead staff development and training for the sales team
· Participation in Allen Tate (Insurance) leadership meetings, working with VP of Operations and President, on strategies which improve the competitive position and profitability of the division.
· Other duties and special projects as assigned
· Maintain timesheets and vacation scheduling for the sales and sales assistant teams
KNOWLEDGE, SKILLS & ABILITIES REQUIRED:
· Knowledge and use of AMS or other insurance agency management systems
· P&C insurance License (required)
· Insurance designations (preferred)
· Minimum 5 years’ experience in a production and sales management in the insurance industry
· Experience supervising, coaching, and developing staff
· Working knowledge of Insurance and claims management
· Analytical skills
· Excellent interpersonal and communication skills
· Works well with management, peers and subordinates
· Ability to travel as needed
