Commercial Field Sales Coach

Commercial Field Sales Coach
Dallas, TX 75252 (Mon-Thurs Onsite Fri Remote)
Full-Time Permanent Role

PLEASE NOTE:
• This is NOT a quota-carrying sales position.
• You will not be responsible for personally selling insurance products or maintaining an individual sales quota. Instead, you will work closely with independent insurance agencies, providing coaching, mentorship, placement support, and sales guidance to help them grow their business and close more deals.

Overview:
Department: AccessPlus
Reports to: AccessPlus Manager/Team Lead
Status: Exempt

Job Summary:
Under the immediate direction of the AccessPlus Team Lead, the Commercial Field Sales Mentor is responsible for driving commercial lines growth through a blend of field mentorship, training, and hands-on new business placement support. This role works closely with member agents (agency principals, account managers and producers) and insurance carriers to streamline the delivery of information regarding new business opportunities and the commercial sales process.

This position operates both in the field and in-office, providing in-person coaching, pipeline development support, carrier placement strategy, and live deal guidance. The role requires a high level of prioritization and organizational skills as well as exceptional interpersonal skills.

Essential Duties & Responsibilities:
• Keep track of submission requests on Sales Force, making sure to distribute quotes based on mentorship assignments.
• Review new business applications or bind requests for completeness.
• Identify and proactively contact responsible member agent to obtain any missing information and/or receive clarification on any information needed to quote and/or bind the account.
• Finalize quote online with appropriate companies or submit to appropriate carriers depending on the carrier’s new business restrictions/requirements.
• Forward quotes as received to ISM for their review.
• In the event standard markets are not available, seek and provide complete information to ISM for alternative coverage options.
• Develop E&S expertise.
• Issue policies through insurance carrier’s website upon receipt of complete bind request.
• Quote alongside agents.
• Assist with complex placements.
• Meet and/or exceed all assigned submission goals and time standards.
• Walk new member agents through mentorship program.
• Conduct quality assurance audits.
• Assist in training initiatives and deliver training sessions
• Coordinate member meetings.
• Collaborate with internal and external partners to achieve objectives.
• Assist with marketing content creation.
• Engage in multiple initiatives simultaneously.
• Travel to member agencies for in person coaching.
• Work one on one to increase binds and pipeline growth.
• Partner on renewals and remarketing.
• Identify field trends and opportunities.
• Build trusted agency relationships.
• Additional duties as directed.

Additional Skills & Attributes:
• Highly organized.
• Polished and professional appearance.
• Excellent verbal and written communication skills and the ability to interact professionally with a diverse group executives, managers, and subject matter experts.

Essential Behavior Requirements:
These behaviors are based on Companys' cultures and values, which are critical to the fulfillment of our mission statement.
• Agency Interaction
o Respect all people, value differences, and deal with others the way you want to be treated.
o Go the extra mile to give members knowledgeable advice and service to maximize their benefit and create value.
o Handle our members with an eye on profitability for them and for ourselves.
o Treat our members like business partners.
• Business Practices
o Tirelessly pursue new growth opportunities for our members, our companies, and ourselves.
o Focus on commitments and profitability with all companies and members.
o Research and utilize technology to enhance all that we do.
o Innovate, create, and foster the entrepreneurial spirit.
o Select business relationships carefully.
• Culture
o Create value for our agencies and we create value for ourselves.
o Build long-term relationships based on honesty and integrity.
o Learn from our experiences and seek improvement.
o Use tenacity and persistency to win every time.
o Strive for the best image and reputation.
o Take ownership in all that we do.

Supervisory Responsibilities:
• This position is not responsible for directly supervising employees. This position does not have subordinate supervisors reporting directly.

Minimum Qualifications:
• Education and/or Experience
o Bachelor's degree (B.A.) from four-year college or university; or two to three years related experience and/or training; or equivalent combination of education and experience.
• Additional Notes:
o Basic computer/email skills.
o Minimum of 2 3 years personal/commercial lines insurance experience.
o Property and Casualty license preferred.
o Ability to multitask in a fast paced environment, handling a high volume of transactions.
o Demonstrated ability to communicate effectively to individuals and small groups.
o Must be comfortable with extremely automated environment.
• Language Skills
o Ability to read, analyze, and interpret common communications received from carriers and our member agents.
o Ability to communicate effectively to common inquiries or complaints from customers or business members of the community.
• Mathematical Skills
o Limited mathematical skills required.
• Reasoning Ability
o Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of numerical data from quote reports, new business reports, etc.
• Certificates, Licenses, Registrations:
o General Lines Property & Casualty License (TX) required.

Our Client is proud to be an equal opportunity employer and is committed to a diverse and inclusive work environment. All qualified applicants will receive consideration without regard to race, color, religion, sex, age, disability, or other legally protected status.