Summary/Objective

The Sales Leader will lead the sales team members in the areas of new business, renewal management, knowledge, and client servicing. The Sales Leader will participate in strategic operational functions within the department to advance the knowledge of team members. The Sales Leader will add value and profitability to Single Source Insurance while moving the agency forward to accomplish the strategic mission of the company.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· Create a training and teaching curriculum for new Sales agents.

· Provide Instruction and Correction to Sales Team members in areas related to properly following company and department procedures and agency protocols.

· Track team member progress on sales goals, knowledge and follow through.

· Assist with communication between sales agents and commercial team to accomplish overall agency and department objectives.

· Work dierctly with sales agents including in person calls to facilitate production, growth and knowledge of the agent.

· Keep up to date on industry changes and inform the team.

· Monitor carrier updates to ensure most profitability on lines of business.

· Present department summaries to executive team as requested to apprise of department issues and achievements and report status updates.

· Attend Continuing Education classes and Professional advancement education to maintain all industry licenses and advance individual learning and enhance management skills.

· Assisting Human Resources in periodic reviews for department staff

· Conduct disciplinary reviews and performance improvement plans when required.

· Assist to recruit and develop new talent for the sales team, interns, and overall agency growth objectives.

· Represent the company and department in a professional and positive manner in relations with other personnel, customers, vendors, and marketers.

Competencies

· Understanding of Commercial Insurance Rating Factors

· Communication proficiency in person, by phone and through emails with team members and insureds

· Ethical Conduct

· Flexibility

· Initiative

· Accountability

· Excellent Time Management

Supervisory Responsibility

This position has supervision responsibility over commercial and personal sales agents.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those expected by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is required to talk or listen. The employee is frequently required to stand, walk; use hands to finger, handle or feel; and reach with hands and arms. On occasion, the employee may be required to lift 10 lbs. or more.

Position Type/Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required. Some weekend event participation may be required.

Travel

Minimal to zero out of town travel required. Travel to local events is expected.

Required Education and Experience

220 Insurance License

4+ years of insurance agency experience

Experience with Vertafore AMS 360 platform

Proficiency with Microsoft Outlook, Word, and Excel

Preferred Education and Experience

4 Year college degree in risk management, business, or related field