Mercury Insurance - Costa Mesa, CA
posted 2 months ago
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, and candidates must physically reside in the Territory. The primary job function is to maintain and build the relationship between the Company and the agency force in an assigned outside territory. This position 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. The essential job functions include being responsible for the growth and profitability management of an assigned territory. The role requires developing expertise in Mercury's Commercial products, platforms, and services to provide solutions for our agents. The candidate will motivate and inspire the assigned agency plant to achieve new business growth, a mix of business, retention, and profitability goals. Creating sales visit plans and completing effective in-person sales visits within the assigned territory is crucial to drive the new business required to meet financial goals and sales call objectives. Additionally, the candidate will provide feedback and recommendations to management concerning market conditions, service levels, and the effectiveness of Company programs. Responding to telephone and written correspondence, comments, questions, and concerns from agents and/or customers is also part of the role. Participation in advanced studies through seminars/courses to contribute and apply expanded knowledge is encouraged. The candidate will assist with interviews and/or train newly hired employees as needed, establish a path to achieve semi-annual/annual production goals while managing profitability, and review and monitor agent production reports, loss ratios, and hold performance discussions to improve and drive new business growth. The role also involves promoting products and programs to ensure understanding of Company philosophy, procedures, and practices, collecting competitive intelligence and industry trends, and providing feedback and recommendations to management. Occasional attendance at Regional and State meetings, group conventions, and/or agent-related tradeshows is expected, along with interviewing and recruiting agents for new agency appointments. The candidate will analyze and consider current business operations to develop recommendations and show initiative and the ability to resolve a variety of complex issues with minimal supervision from their leader. Consistently assisting management with special assignments outside of established responsibilities is also part of the job. Territorial responsibilities may require occasional overnight travel.