Sr. Sales Development Representative - Personal Lines (Southern California Territory)

Mercury Insurance - Los Angeles, CA

Full-time

Los Angeles, CA

Insurance Carriers and Related Activities

About the position

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 position supports a Southern California Territory, and candidates must 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 role 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 successful candidate will develop expertise in Mercury's Commercial products, platforms, and services to provide solutions for our agents. They will motivate and inspire the assigned agency plant to achieve new business growth, a mix of business, retention, and profitability goals. The role requires creating sales visit plans and completing effective in-person sales visits within the assigned territory 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. They will respond to telephone and written correspondence, comments, questions, and concerns from agents and/or customers. Participation in advanced studies through seminars/courses to contribute and apply expanded knowledge is also expected. 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, holding performance discussions to improve and drive new business growth and monitor overall performance in managing agents in their assigned territory. 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 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 is required, 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 role. Territorial responsibilities may require occasional overnight travel.

Responsibilities

• Responsible for the growth and profitability management of an assigned territory.
• Develop expertise in Mercury's Commercial products, platforms, and services to provide solutions for agents.
• Motivate and inspire assigned agency plant to achieve new business growth, retention, and profitability goals.
• Create sales visit plans and complete effective in-person sales visits within the assigned territory.
• Provide feedback and recommendations to management concerning market conditions and service levels.
• Respond to telephone and written correspondence from agents and/or customers.
• Participate in advanced studies through seminars/courses to apply expanded knowledge.
• Assist with interviews and/or train newly hired employees as needed.
• Establish path to achieve semi-annual/annual production goals while managing profitability.
• Review and monitor agent production reports and hold performance discussions to improve new business growth.
• Promote products and programs to ensure understanding of Company philosophy and practices.
• Collect competitive intelligence and industry trends to provide feedback to management.
• Attend Regional and State meetings, group conventions, and/or agent-related tradeshows as needed.
• Interview and recruit agents for new agency appointments.
• Analyze current business operations to develop recommendations.
• Show initiative and resolve complex issues with minimal supervision.
• Assist management with special assignments outside of established responsibilities.
• Occasional overnight travel may be required.

Requirements

• Bachelor's Degree required.
• Valid driver's license and acceptable driving record required.
• At least 5 years of experience in marketing, especially in the Property & Casualty Insurance industry; or equivalent combination of education and/or experience.
• Exhibits leadership skills recognized by management and peers.
• High level professional written and phone communication skills to effectively collaborate with agency staff and team members.
• Ability to interact professionally with agencies and team members to accomplish tasks.
• Strong organization and time management skills.
• Ability to motivate, monitor, and develop assigned agencies to maintain a knowledgeable agency force.
• Negotiating and mediating skills to achieve resolutions and explain Company policies.
• Ability to analyze complex reports and multi-task assigned projects.
• Proficient with Microsoft Office products.