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Zenith Insurance Company (United States) · 1 day ago

Small Business Territorial Marketing Consultant

Charlotte, NC

Full-time

Hybrid

Entry Level

$73K/yr - $91K/yr

1+ years exp

Zenith Insurance Company is seeking a Small Business Territorial Marketing Consultant to manage the distribution force for an assigned territory. The role involves agency prospecting, relationship management, and collaborating with agents to drive profitable growth and enhance customer experience.

Financial ServicesInsurance

Responsibilities

Responsible for managing the distribution force for an assigned territory under the direction of the Regional Marketing Officer

This includes agency prospecting, appointments, relationship management, and termination if necessary

Trains agents on Zenith as a market including our underwriting appetite, capabilities, advantages, products and services

Works with agents to shape the flow of submissions to ensure acceptable hit ratios and an efficient relationship

Participates in the sales process on new and renewal business working collaboratively with underwriting and other departments

Supports the company's pricing and selection disciplines

Actively seeks opportunities for profitable growth and a better customer experience

Monitors the competition

Builds and broadens relationships between Zenith our agents and policyholders

Role is assisting/participating in agency/territory management

Participate in development and execution of regional distribution strategy

Assess assigned territory with marketing leadership to uncover the opportunities and challenges for profitable growth

Learn the assigned territory and ensure the right agency representation through prospecting, appointments and terminations

Develop a territory of agents that can and will position Zenith to write profitable business and has a policyholder base that will appreciate our value proposition

Develop and maintain knowledge of the profile, book, sales approach, capabilities, competition and key players in each appointed agency

Manage the assigned agencies working with marketing leadership and through our agency management process

Develop effective and profitable relationships through business planning, visibility, quality interaction, education, and relationship building

Ensure follow through on commitments made by the agent and Zenith

Ensure appropriate agency administration for assigned territory including contracts, coding, tiering, compensation, and contact information

Work with assigned agents to develop a flow of qualified business

Develop and work a pipeline of individual prospects, niches, and books of business

Prequalify submissions working with underwriting

Promote our small business plan

Train agents on our systems, tools, and processes

Participate in the sales process working collaboratively with management, the underwriters and other departments to drive the acquisition and retention of desirable business

Learn how to position Zenith as the market of choice with our agents and identified prospects/renewals

Encourage early engagement with targeted new and renewal accounts

Assist our agents in selling the value of our programs and services including joint presentations to policyholders

Help to resolve any customer or service issues that are a barrier to a successful sales outcome

Track agency performance and outcomes and make adjustments as necessary to agency plans to ensure mutually profitable, significant and efficient relationships

Develop competitive intelligence for the local marketplace so we can optimally position our strengths to serve agent and policyholder needs and improve our success ratios

Educate assigned agents on Zenith’s products and capabilities and teach them how to effectively sell our brand

Promote the benefits of the Zenith Difference and our value proposition

Work with management to conduct new agency orientations, specific agency training, and joint sales calls

Target next generation producers and agency staff

Promote the Zenith brand through industry, agency, and policyholder/association events

Advance Teamwork, Relationships, and the Customer Experience

Seek opportunities to improve the agency/policyholder experience with Zenith including identifying and helping to resolve any roadblocks in service and ease of doing business

Participate in the regional account management process (LAMA) and actively support underwriting and other departments in generating agency cooperation to resolve policyholder issues

Develop deep and productive relationships with our agents, policyholders and targeted associations

Look for opportunities to introduce and facilitate relationship building between our agents/policyholders and key Zenith staff and management

Develop a strong, collaborative relationship with underwriting and the other departments

Qualification

Insurance industry experienceSales experienceRelationship managementCommunication skillsPublic speakingCoachableProfessional demeanorPositive attitudeSelf-starter

Required

High School Diploma Or equivalent required

Bachelor's Degree or equivalent combination of training/experience required

1+ years year insurance industry experience (claims, underwriting, policy operations, etc.) required with preference for workers' compensation insurance experience required

1+ years Sales industry and/or customer facing experience including maintaining and growing a book of business. Need not be in the insurance industry required

Excellent communication skills

Ability to present ideas effectively in formal and informal situations; conveying thoughts clearly and concisely

Must be comfortable making public presentations

Maintain an upbeat, positive and enthusiastic attitude daily

Willingness to learn and be coachable

A great self-starter

Consistently maintain professional and appropriate demeanor

Valid Driver's License in good standing

Benefits

Medical, Dental and Vision Insurance

Flexible Spending Accounts

Paid Parental Leave

Life, AD&D and Disability Insurance

401(k), Employee Share Purchase Plan (ESPP)

Education and Training Reimbursement

Paid Leave: 3 weeks/year Vacation, 2 weeks/year Sick Leave

10 paid Company Holidays, 2 Personal Days, 2 Floating Holidays

Employee Assistance Program (EAP)

Company

Zenith Insurance Company (United States)

Zenith is the premier specialist in workers’ compensation nationally, and a leader in property and casualty insurance for the California agriculture industry.

Founded in 1949

Woodland Hills, California, USA

1001-5000 employees