District Sales Manager Trainee
Location : Indianapolis, IN, US, 46240 ERIE is searching for elite talent to join our team of District Sales Managers (DSMs) in our premier *sales management training program* ! This program will afford you a comprehensive view of our entire Insurance operation and provides outstanding opportunity for advancement in fact, many of our current company leaders (including Vice President / Senior Vice President / Executive Vice Presidents) started with ERIE as DSMs.
- Manage a territory of approximately 25 agencies in sales, underwriting, profitability and agency management
- Support, coach and motivate Agents
- Recruit and train new Agents
- Serve as Agents knowledge broker and subject matter expert on ERIE products
Position Summary
Participates in the company training and development program. Learns and performs the basic responsibilities of field and home office sales, including sales management, risk management administration and branch account operations.
Duties and Responsibilities
- Participates in ERIE's district sales manager training program. Completes assigned projects independently using information and skills learned.
- Applies product knowledge and acquired skills to assist with operations in assigned Agent offices. Trains Agents on matters pertaining to product knowledge, underwriting Agency operations and sales.
Discusses proposed business with Agents and clients and gathers underwriting information used to determine the acceptance or rejection of a risk.
Advises clients of coverages necessary to achieve individual insurance goals.
- Accompanies sales managers, claims and underwriting personnel on Agent visitations, including short-form inspections. Develops productive working relationships with Agents to enhance ERIE's quality growth.
- Serves as company representative in maintaining favorable Policyholder relationships. Works closely with adjusters and other claims personnel to resolve issues or related matters.
Responds to inquiries from Policyholders, Agents and branch office personnel regarding claims matters.
- Implements sales promotion programs and communicates relevant information to Agents.
- Inspects prospective and existing risks as directed and prepares reports, including scaled drawings and photographs. Assists in reviewing results of inspection with Policyholders.
Explains recommendations regarding hazard reduction, elimination and other loss measures.
- Attends annual sales conference and Agent education exchange seminars.
- Attends Life and Property and Casualty licensing school and participates in exams.
- Completes special projects as required.
The first 5 duties listed are the functions identified as essential to the job. Essential functions are those job duties that must be performed in order for the job to be accomplished.
This position description in no way states or implies that these are the only duties to be performed by the incumbent. Employees are required to follow any other job-related instruction and to perform any other duties as requested by their supervisor, or as become evident.
Competencies
Values Diversity Self-Development Nimble Learning Collaborates Customer Focus Cultivates Innovation Instills Trust Optimizes Work Processes Ensures Accountability Decision Quality Qualifications
Minimum Required Education Equivalents Bachelors degree, required; or Associates degree and two years of sales, underwriting, claims or marketing experience, required;
or High school diploma or GED and four years of sales, underwriting, claims or marketing experience, required. Masters degree preferred.
Completion of insurance designations such as CIC or CPCU preferred. Willingness to pursue insurance designations required.
Successful completion of Life and Property / Casualty licensing exams required to complete training program. Working knowledge of word processing and spreadsheet software required.
Willingness to relocate to other offices required. Valid drivers license and good driving record required. Frequent travel required.
Physical Requirements
Lifting 0-20 lbs; Occasional (