Full-Time
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Western National Insurance
501-1,000 employees
Property-and-casualty insurer via independent agents
Compensation Overview
$100.3k - $150.5k/yr
No H1B Sponsorship
Seattle, WA, USA
In Person
Must travel frequently (75-80%), including overnight travel within a 15-200 mile radius.
US Citizenship, US Top Secret Clearance, Canada Citizenship, Canada Top Secret Clearance, UK Citizenship, UK Top Secret Clearance Required
 Sales & Account Management (3) |
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- Valid and unrestricted driver’s license and acceptable driving record.
- Ability to travel frequently (75 - 80%), including overnight state travel (15 - 200-mile radius).
- Property-and-casualty insurance company sales and marketing experience or equivalent agency-facing property-and-casualty industry experience.
- Excellent written, verbal, and interpersonal communication skills.
- Proficient use of various core systems, office and computer equipment, and software packages.
- Proficient in negotiating and leveraging in business transactions.
- Proficient verbal and written communication skills to clearly explain insurance terms, policies, and procedures to agency partners.
- Ability to actively listen and understand customer needs and concerns.
- Proficient understanding of insurance regulation and compliance requirements to ensure all sales activities adhere to legal standards.
- Serve and co-lead project groups to assist in the evolution of coverage, policies, and procedures, and bring forward new ideas and innovation.
- Proficient understanding of risk management concepts and how they apply to insurance products and client needs.
- Bachelor's degree in business or marketing; experience in lieu of degree acceptable.
- Builds and maintains strong relationships with existing and potential customers by understanding their needs and providing solutions that meet those needs.
- Works closely with other departments, such as marketing, claims, and underwriting, to ensure a seamless customer experience and align sales strategies with overall company goals.
- Analyzes sales metrics and performance data to identify areas for improvement and develops strategies for increasing sales effectiveness.
- Manages agency production and claims experience through report analysis, reviews production and profitability results with agency personnel, and follows up to assure sales objectives are achieved.
- Independently recommends and implements appropriate corrective action plans.
- Effectively establishes regular meeting schedules with each assigned agency to achieve corporate objectives through in-person agency visits.
- Drives new business submissions to meet corporate growth initiatives for the territory by maintaining and strengthening relationships.
- Promotes and provides for agency personnel by facilitating training on company products and systems, including internet-based technologies and new sales techniques in the agency office.
- Acts as a liaison between the agencies and company to communicate changes and develops opportunities for new and renewal sales.
- Works with all members of the Agency Sales Team to work toward established annual sales and production plans.
- Effectively develops talking points and sales approach to ensure proper messaging for Western National Insurance Group’s philosophy.
- Partners with a subject matter expert for product and communication meetings.
- Pulls agency reports to analyze and develop strategies and action plans to manage each agency and territory accordingly.
- Understands and reports new business opportunities, understands competitor activities, and stays informed about industry trends.
- Develops and implements appropriate rehabilitation and termination programs when necessary.
- Continuously seeks ways to improve sales processes, enhance team performance, and increase customer satisfaction.
- Leads sales presentations and negotiations with key clients and prospects.
- Develops and implements growth plans with key agencies.
- Researches and recommends new agencies for appointment by recruiting, interviewing, and assessing the fit of the agency per established new appointment guidelines.
- Assists agencies in resolving complex complaints regarding underwriting, claims service, or other internal Western National areas.
- Collaborates with underwriting to develop core strategies for agencies and support account- level decisions.
- Works with underwriters to mentor and enhance their understanding of agency dynamics and communication and set them up for success.
- Works closely with all company departments to develop a high level of teamwork and cooperation to provide excellent service to agents and policyholders.
- Consistently acts according to our customer experience standards, including responding quickly, maintaining a positive attitude, building rapport, demonstrating empathy, managing the customer’s expectations, using the proper communication channel for the situation, and taking ownership to ensure the customer’s issue is resolved.
- Proficient ability in demonstrating empathy and patience when dealing with customers, especially when they are dealing with stressful situations or complex issues.
- Ability to quickly and effectively address customer inquiries by resolving issues and finding solutions that meet customer needs with minimal assistance from a leadership support system.
- Seeks feedback from customers to identify areas for improvement and works with various departments to implement change.
- Handles complaints and conflicts by striving to resolve them in a way that maintains customer satisfaction and loyalty.
- Other duties as assigned.
- Proven ability to communicate with individuals at all levels of an organization.
- Excellent conflict-resolution skills.
- Ability to set priorities, meet deadlines, and work independently.
- Detail oriented and accurate.
- Demonstrated in-depth knowledge of insurance products and services, including coverage options, exclusions, and benefits, to provide accurate and relevant information to customers.
- CIC or CPCU designation preferred or a record of successful completion of insurance-related continuing education courses.
Western National Insurance is a regional insurer offering personal and commercial property-and-casualty coverage as well as surety bonds, sold exclusively through independent agents. It underwrites and issues tailored policies and bonds and supports claims and risk management for policyholders. The company differentiates itself through strong agent relationships, active community presence, a focus on employee well-being, and growth driven by independent agents rather than direct sales. Its goal is to provide financial security and peace of mind to customers while building lasting partnerships with agents and communities and maintaining a stable, values-driven workplace for employees.
Company Size
501-1,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Edina, Minnesota
Founded
1901
Simplify's Take
What believers are saying
- Archuleta strengthens pricing, reserving, reinsurance, data science.
- Jenson systematizes change management for operational efficiency.
- Internal promotions retain knowledge, cut external hiring costs.
What critics are saying
- Inexperienced leaders like Dockendorf cause underwriting errors within 12-24 months.
- CEO confusion between Henderson and Long triggers talent exodus in 6-12 months.
- Weak pricing amid catastrophes lets Travelers undercut rates in 12-18 months.
What makes Western National Insurance unique
- Hired Jessica Archuleta as AVP Actuarial Services in June 2024.
- Promoted Julia Jenson to VP Communications and Business Transformation June 2024.
- Promoted five officers including Rich Dockendorf in March 2024.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Paid Vacation
Paid Parental Leave
401(k) Retirement Plan
401(k) Company Match
Wellness Program
Hybrid Work Options
Professional Development Budget
Tuition Reimbursement
Bonus Opportunities
Company News
Western National Insurance Group announced Farmers Union Agency has been recognized as a Power 10 Agency and a Personal Lines Platinum Agency for 2025.
Western National Insurance Group, headquartered in Edina, Minnesota, hired Jessica Archuleta as assistant vice president of actuarial services and promoted Julia Jenson to vice president of communications and business transformation.
Western National Insurance Group announced that Choice Insurance has been named one of Western National's 2024 Circle of Excellence Agencies.
Southlake Specialty, part of Southlake Financial Holdings, a Texas-based group of fronting carriers, has agreed to acquire Nevada General Insurance Company from Western National Mutual Insurance Company.