Business Relationship Manager at Donegal Insurance Group in UT

Job description

• Donegal Insurance Group has an opening for a Business Relationship Manager for the state of Utah to support our Mountain States region. As a member of our Marketing team, this position works to increase quote activity, written premium and improve retention while maintaining a high level of customer satisfaction and profitability through the independent agency system. This is a full-time, remote position.

Responsibilities

• Responsible for prospecting and appointment of agents in order to build a strong distribution channel.
• Provide training to agencies on new programs and services in order to assist the agent in achieving their established goals and objectives with the company.
• Effectively communicate Donegal Companies’ corporate goals, products, rules, rates, and incentives to agents to achieve a profitable book of business and build a strong business relationship.
• Provide personalized attention on sales calls to ensure optimum position within the Agency.
• Effectively communicate with each agency on the types of commercial lines business we are interested in quoting.
• Responsible for directing agents to utilize Donegal’s WritePro and WriteBiz systems, and generating personal lines quote activity.
• Work closely with individual agents in order to generate new commercial lines business opportunities.
• Develop individual Agency Plans, which include the financial objectives for the specific agent to include premium, loss ratio, new and renewal policy count goals. Discussions held frequently with Agents to review their progress versus plan toward their goals.
• Analyze agency profitability for each agent within their assigned territory. Develops and implements agency action plans to meet financial and strategic goals and any corrective actions as needed. May include training, re-underwriting, rehabilitation programs, mergers or agency termination. Works closely with underwriting to implement corrective actions with agents as needed.
• Document and maintain comprehensive agency call reports in Salesforce, capturing details of all 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 review the agent’s performance as compared to the established goals and implement corrective measures as needed.
• Responsible for marketing company products and services. This includes a working knowledge of the interface capabilities of our company, monitoring of agency activity and arranging training of new products and services.
• Routinely visit agents in assigned territory and prospect for quality agency appointments.

Requirements

• Bachelor degree or equivalent experience in marketing, business administration or related field
• Minimum of 3 to 5 years of property and casualty insurance experience
• Knowledge of the independent agency system, comfortable working with larger commercial agencies, and familiar with agents within the territory
• Strong commercial lines insurance experience and knowledge preferred
• Ability to work independently and highly motivated
• Continuing education and insurance designations highly preferred

Skills

Required

• Ability to work independently
• Highly motivated
• Effective communication
• Personalized attention
• Salesforce

Benefits

• Donegal Insurance Group offers a comprehensive benefits package for all full-time, permanent positions including:
• Medical, Dental, and Vision Coverage: Available to you and your dependents. Coverage begins the first of the month after start date.
• 401(k) with the first 3% matched at 100%: the next 6% is matched at 50%
• Paid Time Off: Paid vacation, sick days, paid holidays, & bereavement days
• Career Development: Including college partnership discounts and industry designation(s) reimbursements
• Additional benefits include company-paid basic life insurance; short & long-term disability insurance; employee stock purchase plan; and employee assistance program (EAP). Learn more about our full benefit offerings by visiting our Benefits page.
• Starting Pay: The pay range for this position is $90,000 to $120,000 annually. The specific offer will vary based on an applicant's education, qualifications, professional experience, skills, abilities, and any applicable designations/certifications. The posted pay range reflects our ability to hire at different position titles and levels depending on background and experience. The pay range may also be adjusted based on an applicant's geographic location.
• The base pay is just one component of Donegal's total compensation package for employees. This role may also be eligible to participate in a discretionary annual incentive program. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.