Sr. Sales Development Representative - Personal Lines (Central Orange County, CA)

Join an amazing team that is consistently recognized for our achievements and culture, including our most recent Forbes award for being one of America's Best Midsize Employers for 2024!

This role supports an Orange County Territory. Candidate must physically reside in the Territory*

Position Summary

The primary job function is to maintain and build the relationship between the Company and the agency force in an assigned outside territory.

Serves as the primary liaison to the agency force, which includes increasing sales, profitability management, training agents on Company systems, products and processes, as well as prospecting and appointing new agency partners within their territory.

Essential Job Functions

• Responsible for the growth and profitability management of an assigned territory.
• Develops expertise in Mercury's Personal Lines products, platforms, and services to provide solutions for our agents.
• Motivates and inspires assigned agency plant to achieve new business growth, a mix of business, retention, and profitability goals.
• Creates sales visit plans and completes effective in-person sales visits within an assigned territory to drive the new business required to meet financial goals and sales calls objectives.
• Provides feedback and recommendations to management concerning market conditions, service levels and effectiveness of Company programs.
• Responds to telephone and written correspondence, comments, questions and concerns from agents and / or customers.
• Participates in advanced studies through seminars / courses to contribute and apply expanded knowledge.
• Assist with interviews and / or train newly hired employees as needed.
• Establishes path to achieve semi-annual / annual production goals while managing profitability.
• Reviews and monitors agent production reports, loss ratios, and holds performance discussions to improve and drive new business growth and monitor overall performance in managing agents in their assigned territory.
• Promotes products and programs to ensure understanding in Company philosophy, procedures, and practices.
• Collects competitive intelligence and industry trends to provide feedback and recommendations to management concerning market conditions, service levels, and effectiveness of Mercury’s Commercial programs.
• Occasional attendance at Regional and State meetings, group conventions and / or agent related tradeshows.
• Interview and recruit agents for new agency appointments. Analyzes and considers current business operations in order to develop a recommendation.
• Shows initiative and the ability to resolve a variety of complex issues with minimal supervision from their leader.
• Consistently assists management with special assignments outside of established responsibilities.
• Territorial responsibilities may require occasional overnight travel.

Education

• Bachelor’s Degree required.
• Valid driver’s license and acceptable driving record (as determined by Company policy) required.

Experience

• At least 5 years of experience in marketing, especially in the Property & Casualty Insurance industry;
• Or equivalent combination of education and / or experience.

Knowledge and Skills

• Exhibits leadership skills that are easily recognized by management and peers.
• Must have a high level professional written and phone communication skills to effectively collaborate and build relationships with agency staff and team members.
• Must be able to interact professionally with agencies and other team members to accomplish assigned tasks.
• Must be able to communicate effectively to support Company policies, offer technical guidance, and facilitate training sessions as needed.
• Strong organization and time management skills.
• Ability to motivate, monitor and develop assigned agencies to maintain a knowledgeable and well-trained agency force.
• Negotiating and mediating skills to achieve resolutions and explain Company policies.
• Ability to analyze complex reports and multi-task assigned projects.
• Must be proficient with Microsoft Office products.
27 days ago