Demo

Senior Field Sales Representative (Commercial Lines) - NY Metro

Utica National Insurance Group
Woodbury, NY Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 3/13/2025

The Company  

At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected.

Utica National Insurance Group is an "A" rated $1.6B award-winning, nationally recognized property & casualty insurance carrier.

Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including Boston, NYC, Atlanta, Dallas, Columbus, Richmond, Chicago.

What you will do

As a Senior Field Sales Representative you will have the chance to build and execute strategies to build our your agency and sales plan including recruiting and inspiring new agents as well as creating depth in the existing agency relationships. Our regional sales representatives support our Middle Market, Small Commercial and Specialist lines (Auto Dealers, Educational Institutions) among all lines of commercial business to include Worker's Compensation, General Liability, Commercial Auto, Commercial Property, Commercial Package. 

  • Develop and monitor territorial/state agency plans Spearhead agency/territorial review process.
  • Execute the entire life cycle of appointments including prospecting, soliciting, appointing, developing, and evaluating. Know and properly administer the various components of the customer bonus plan.
  • Manage Agency Production Initiatives by utilizing available marketing tools and sufficient submission activity to meet territorial objectives. Establish and monitor individual customer commitments (i.e., business plans, loans, overrides, bonus), and initiate corrective action where necessary.
  • Develop and monitor territorial/state line of business growth plans that are in adherence with the Marketing Plan Classifications.
  • Determine profitability by various methods, including but not limited to accident year loss ratios, calendar year loss ratios, allowable loss ratios, and return on sales (ROS) measurements.
  • Own loyalty and retention initiatives such as relationship building at all levels of an agency; develop rapport with industry peers and trade associations; coordinate territory functions/breakfast meetings; develop relationships with internal departments necessary to achieve corporate objectives; inform producers of new merchandising areas; use ACE to inform agent-customers of success/new business write, product enhancements, etc.
  • Develop and monitor territorial/state target market plans.
  • Special Projects  These might include: Rate reviews and coordinating the implementation of special programs such as new safety groups or mass merchandising programs.
  • Educate customers on product offerings, automation, forms and brochures, and Company procedures. Coordinate territory functions breakfast meetings, training sessions, product fairs.
  • Assist in development of new product/program-P&C proposals.
  • Gather competitive marketing intelligence regarding pricing, coverages, and market actions.
  • Performs other duties as assigned.
  • Conforms with all corporate policies and procedures.

What you need

  • 5 years' experience in P&C Commercial Lines marketing or underwriting preferred.
  • In-depth understanding of the insurance industry, including competitors, trends, and best practices
  • Demonstrated ability to effectively lead talent toward a common goal
  • Bachelor's Degree preferred or equivalent experience
  • Significant insurance education, such as INS, AU, CPCU or the demonstrated willingness to pursue insurance education is strongly recommended.

**Candidates that don't meet the above experience/education, may be considered as Field Sales Representative

Additional Information:

Location

  • Long Island NY

    *Field position that comes with eligibility for Vehicle Allowance or Company Vehicle*

    Salary Range

    Senior Field Sales Representative

    $93,500-$130,000

    Field Sales Representative

    $72,000 - $103,000

    • This position also comes with eligibility for Variable Compensation Bonus plan

    **The final salary to be paid and position within the internal salary range is reflective of the employee’s work experience, their geographic location, education, certification(s), scope and responsibilities in the role, and additional qualifications.**

    Benefits:                              

    We believe strongly that talented people are core to our success and are attracted to companies that provide competitive pay, comprehensive benefits packages, career advancement and challenging work opportunities. We offer a Comprehensive Benefits Plan for full time employees that include the following:

    • Medical and Prescription Drug Benefit
    • Dental Benefit
    • Vision Benefit
    • Life Insurance and Disability Benefits 
    • 401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results)
    • Health Savings Account (HSA) 
    • Flexible Spending Accounts 
    • Tuition Assistance, Training, and Professional Designations
    • Company-Paid Family Leave
    • Adoption/Surrogacy Assistance Benefit
    • Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance
    • Student Loan Refinancing Services
    • Care.com Membership with Back-up Care, Senior Solutions
    • Business Travel Accident Insurance
    • Matching Gifts program
    • Paid Volunteer Day
    • Employee Referral Award Program
    • Wellness programs

    Additional Information:

    This position is a full time salaried, exempt (non overtime eligible) position.

    Utica National is an Equal Opportunity Employer.

    Apply now and find out what it’s like to be a part of an amazing team, thrive in an exciting environment and work for a company you can be proud of. Once you complete your application, you can monitor your status in the hiring process by logging into your profile. A representative from our Talent Acquisition team will be in touch regarding any change in your candidacy.  

    #LI-NC1

    Salary : $72,000 - $103,000

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