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Donegal Insurance Group

Business Relationship Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeUtah, USA

About the Job

Requirements

  • A bachelor's degree or equivalent experience in marketing, business administration, or a related field.
  • A minimum of 3 to 5 years of property and casualty insurance experience.
  • Knowledge of the independent agency system, comfort working with larger commercial agencies, and familiarity with agents within the territory.
  • Ability to work independently.
  • Must live within Donegal's approved state footprint for positions without an onsite expectation.

Responsibilities

  • Prospect and appoint agents to build a strong distribution channel.
  • Provide training to agencies on new programs and services to help agents achieve their established company goals and objectives.
  • Communicate the company's corporate goals, products, rules, rates, and incentives to agents to build a profitable book of business and strong business relationships.
  • Provide personalized attention on sales calls to ensure optimum positioning within the agency.
  • Communicate with each agency about the types of commercial lines business the company is interested in quoting.
  • Direct agents to use Donegal's WritePro and WriteBiz systems and generate personal lines quote activity.
  • Work with individual agents to generate new commercial lines business opportunities.
  • Develop individual Agency Plans with financial objectives for each agent, including premium, loss ratio, and new and renewal policy-count goals; frequently review progress with agents.
  • Analyze profitability for each agent in the assigned territory and develop and implement agency action plans to meet financial and strategic goals, including corrective actions such as training, re-underwriting, rehabilitation programs, mergers, or agency termination; work with underwriting to implement corrective actions as needed.
  • Document and maintain comprehensive agency call reports in Salesforce, capturing virtual and in-person visits, key discussions, follow-up actions, and relevant agency interactions.
  • Facilitate at least two agency reviews each year with underwriting to assess agent performance against established goals and implement corrective measures as needed.
  • Market company products and services, maintain working knowledge of company interface capabilities, monitor agency activity, and arrange training on new products and services.
  • Routinely visit agents in the assigned territory and prospect for quality agency appointments.

Desired Qualifications

  • Strong commercial lines insurance experience and knowledge.
  • Continuing education and insurance designations.

About the Company

Company size
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Company stage
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Total funding
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Headquarters
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Founded
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