The Role
The Business Relationship Manager is responsible for building relationships with agents, training them on company products, and ensuring agency profitability through effective communication and support.
Summary Generated by Built In
About the Role
Donegal Insurance Group has an opening for a Business Relationship Manager for the state of Pennsylvania, specifically comprising of agencies within our local Home Office territory (Lancaster/York/Dauphin counties). As a member of our Marketing team, this position works to increase quote activity, written premium and improve retention while maintaining a high level of customer satisfaction and profitability through the independent agency system.
Responsibilities and Duties
- Responsible for prospecting and appointment of agents in order to build a strong distribution channel.
- Provide training to agencies on new programs and services in order to assist the agent in achieving their established goals and objectives with the company.
- Effectively communicate Donegal Companies’ corporate goals, products, rules, rates, and incentives to agents to achieve a profitable book of business and build a strong business relationship.
- Provide personalized attention on sales calls to ensure optimum position within the Agency.
- Effectively communicate with each agency on the types of commercial lines business we are interested in quoting.
- Responsible for directing agents to utilize Donegal’s WritePro and WriteBiz systems, and generating personal lines quote activity.
- Will provide Commercial quotes to assist agents
- Work closely with individual agents in order to generate new commercial lines business opportunities.
- Develop individual Agency Plans, which include the financial objectives for the specific agent to include premium, loss ratio, new and renewal policy count goals. Discussions held frequently with Agents to review their progress versus plan toward their goals.
- Analyze agency profitability for each agent within their assigned territory. Develops and implements agency action plans to meet financial and strategic goals and any corrective actions as needed. May include training, re-underwriting, rehabilitation programs, mergers or agency termination. Works closely with underwriting to implement corrective actions with agents as needed.
- Facilitate at least two agency reviews each year with underwriting to review the agent’s performance as compared to the established goals and implements correctives measures as needed.
- Responsible for marketing company products and services. This includes a working knowledge of the interface capabilities of our company, monitoring of agency activity and arranging training of new products and services.
- Routinely visit agents in assigned territory and prospect for quality agency appointments.
Qualifications and Skills
- Bachelor degree or equivalent experience in marketing, business administration or related field
- Minimum of 3 to 5 years of property and casualty insurance marketing experience
- Knowledge of the independent agency system, comfortable working with larger commercial agencies, and familiar with agents within the territory
- Strong commercial lines insurance experience and knowledge preferred
- Ability to work independently and highly motivated
- Continuing education and insurance designations highly preferred
The base pay is just one component of Donegal's total compensation package for employees. This role may also be eligible to participate in a discretionary annual incentive program. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.
Ongoing applications are being accepted.
Top Skills
Writebiz
Writepro
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The Company
What We Do
Our family of property and casualty insurance companies provides full lines of personal, farm and commercial insurance products across multiple regions of the United States. We are proud of our heritage, which spans nearly 130 years in the insurance business.
