Director of Private Client & Personal Lines Sales

Join us at Towne Insurance! Your career. Your future. Your Towne.

Towne Insurance is hiring a Director of Private Client & Personal Lines Sales to join our team. The Director of Private Client & Personal Lines Sales provides leadership, business growth, communication, strategic solutions and direction, and serves as an informational resource to the Towne Insurance Enterprise.

About Us

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals.

At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education.

We hire motivated, self-directed professionals who desire to give back to their communities.

About the Role

• Develop and implement a Private Client Practice that will serve our TIS enterprise. Achieve new business sales goals and strategies for retail personal lines sales in the Carolinas.
• Lead and manage a team of sales representatives, providing coaching, training, and performance evaluations, and pipeline management.
• Achieve personal new business sales goals in the Private Client segment.
• Responsible for enhancing current sales team structure, workflows, and procedures as it pertains to new business growth including any hiring and overall employee development.
• Developing a sales process that promotes a multi-line sales culture and strategic partnership with the bank.
• Collaborate closely with regional managing directors, regional bank leaders and other leadership levels to achieve maximum cross-sell opportunities.
• Identify areas for process and systems innovation and implement changes to enhance the overall effectiveness and efficiency of our sales operation.
• Analyze market trends, competitor activity, and customer feedback to identify opportunities for growth and improvement.
• Along with Executive Leadership maintain key carrier relationships critical to our retention and growth.
• Develop and deploy a world class Private Client platform delivering exquisite service starting with onboarding through the renewal lifecycle.
• Monitor sales metrics and KPI's such as conversion rates, and customer satisfaction, to measure performance and identify areas for improvement.
• Lead regular personal lines sales meetings / conference calls comprised of sales team members and various managers across the organizational footprint to drive increased sales and identify / resolve workflow issues / opportunities to achieve best-in-class results.

Disseminate information to participants or staff as needed.

• Achieve target new business and written premium revenue targets as set by the Executive Leadership Team as part of the annual planning process.
• Work with key strategic carriers to develop and align with our growth strategies.
• Prepare regular reports and presentations for executive leadership, providing updates on sales performance, market trends, and strategic initiatives.
• Obey all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)
• Travel and market visibility is expected.

Skills and experience you'll need :

A successful candidate will have an active P&C license and extensive experience in Personal Lines, specifically in the Private Client space as well as the following :

• In-depth knowledge of personal and commercial insurance large brokerage practices and processes
• Senior leadership experience
• Knowledge of how products and services impact client needs and develop processes to improve quality.
• Strong initiative, leadership, and strategic thinking abilities
• Ability to work independently and with all levels of the organization.
• Exceptional communication, collaboration, and negotiation skills required to affect change and to build effective working relationships.
• Ability to be a self-starter with strong oral and written communication skills as well as organizational skills.
• Advanced knowledge of general business software and aptitude to learn new applications; proficiency in Microsoft Office (Word, Excel, Outlook).
• Ability to travel periodically.

Bonus points if you have :

• Previous Management experience
• Previous working knowledge of Insurance Agency Management software programs, preferably Applied software Epic

What we offer :

We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including :

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Health, vision, dental, and Employee Assistance Program
• Paid time off to include holidays, PTO, sick leave, and bereavement
• Profit Sharing
• Continuing education opportunities
• 401K & Employer Matching
• Employee discounts
• Identity theft protection
• Tuition Reimbursement
• Paid Training Opportunities
• Paid Parental Leave
• Wellness Plan
• Volunteer Opportunities

Serving Others. Enriching Lives.

Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals.

We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.

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Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)