What are the responsibilities and job description for the Strategic Account Specialist position at American Integrity Insurance Company of Florida, Inc.?
About Us:
American Integrity Insurance, a premier property insurer, has more than 280,000 customers and is represented by more than 1,500 independent agents who specialize in this complex and ever-evolving market. While we were founded in, and have served Florida for the entirety of our 15 year history, we are now open in South Carolina as well. Comprised of over 250 insurance professionals, most of whom work in our Tampa-area headquarters, we have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Places to Work in Insurance by Business Insurance magazine for the past ten years.
A Day in the Life:
Who Says Insurance Can’t Be Fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesn’t understand the importance of having fun, helping others and giving back. Our company culture is priceless, and we hold true to our six core values: integrity, commitment, teamwork, humility, passion and fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance to Florida residents and paying claims in a timely manner when our customers suffer a loss – and to do so with Integrity.
Learn more about American Integrity Insurance and our job opportunities at https://careers.americanintegrityinsurance.com/careers-home.
What You'll Do
- Partner with sales team to manage a portfolio of multi-office retail agencies and/or national accounts to achieve long-term growth and profitability.
- Develop positive relationships with agency stakeholders to maximize profitable growth..
- Act as the point of contact with the organization and handle agents’ individual needs.
- Coordinates communication of tactical plans to increase American Integrity’s visibility and product awareness (activity) with assigned accounts.
- Generate new business from agents within assigned accounts.
- Will spend up to 25% of time in the field visiting key satellite offices and headquarters.
- Resolve conflicts and provide solutions to agents in a timely manner.
- Lead monthly calls with key stakeholders of assigned accounts.
- Work with key stakeholders from company and agency to build annual plan with assigned accounts, and monitor and track.
- Assist in setting and tracking sales account targets that are aligned with company objectives and build annual premium.
- Monitor sales metrics (e.g. quarterly sales results and annual forecasts).
- Suggest actions to improve sales performance and identify opportunities for growth.
- Assist in establishing and executing strategic sales plans to achieve company objectives.
- Partner with the sales leadership to create goals for agents to help them reach their maximum potential for production.
- Strategically plan with sales team to maximize efforts, focus to boost sales outcomes and profit results with assigned accounts.
- Deliver sales presentations to assigned agencies and principals.
- Report essential product information, changes, or adjustments needed, including agent feedback, to the Product Department.
- Monitor and communicate the activities (such as filings) and products of the competition to appropriate internal partners. Promote the maximization of the organization's competitive position in the marketplace.
- Additional duties as needed.
What You'll Need to be a Top Candidate
Education: Bachelor’s Degree (B.A. or B.S.); or related experience and/or training; or combination of education and experience.
Experience: 3-5 years experience Business Development in Property and Casualty Insurance required.
Skills & Knowledge:
- Possesses a solid understanding of products and American Integrity guidelines
- Strong team player and highly collaborative.
- Ability to influence others.
- Maintains a positive attitude.
- Polished communication skills with skill in interpersonal relationships including client de-escalation.
- Experience meeting commitments to clients and managing client relationships.
- Experience in communicating with varied organizational tiers and customer types.
- Exceptional analytical and problem solving skills.
- Presentation skills including delivery to clients and varied organizational tiers.
- Ability to work individually and in a team environment to meet company and client needs.
- Understanding of market and competition as well as the business implications of decisions.
- Experienced and knowledgeable in the principles and methods for promoting and selling products and services.
- API, 2-20 License, CIC recommended
- Intermediate User- Microsoft Word, Excel, Outlook and Salesforce.
