PRS Agency Sales Manager
- Develop agency assessments and business plans with assigned independent agents and brokers designed to grow new business from new client.
- Identify new clients with annual premium of $5,000 to $250,000+ through effective pipeline development, account pre-qualification and territory analysis/management.
- Responsible for new client acquisition including pipeline development and pipeline management ultimately leading to closing deals.
- Responsible for new client quote follow up and quote optimization with agents.
- Premier account segment new customer table set best practice.
- Travel within assigned territory 4-5 days/week supported by office time as needed for scheduling agency appointments, agency travel preparation and follow-up, Salesforce documentation etc.
- Provide support to assigned agencies with new client development sales matters. This includes:
- Agency training to understand Chubb's products, services and competitive advantages.
- Marketing campaigns, events and corporate directives that are designed for new customer development such as new business guideline changes.
- Analyze new business trends including quote volume, quality and hit ratio.
- Build and maintain strong relationships with assigned agents and brokers to meet or exceed financial objectives for assigned territory.
- Follow disciplined sales process to ensure consistent execution of best practices, including agency assessment, business plans and Salesforce documentation.
- Participate in internal meetings and report on results as appropriate.
- Work with agents and underwriting on new client quotes.
- Collaborate and interact with Sales, Underwriting, Risk Consulting, Product, Claims and Branch Administration.
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