Agency Manager Producing - Caroline, King George, Stafford and/or Spotsylvania Counties

Virginia Farm Bureau
Milford, VA
Jan 13, 2022
Jan 15, 2022
Full Time
POSITION SUMMARY:Meet sales, retention and profit goals for assigned book of business and direct and oversee the activities and performance of the Agents in assigned territory to ensure sales, retention and profit goals are met.PRIMARY DUTIESMaintain & service existing accounts:Conduct insurance reviews on existing customers to uncover additional insurance needs, answer questions, and submit changes/additions/deletionsIdentify and utilize appropriate company to meet members' needs; keep abreast of and be knowledgeable in all product offerings including VFBMIC, SFBLIC, and Brokerage companiesReview Farm Bureau producer members' accounts a minimum of once every three yearsMaintain loss ratio commensurate with Company standardsStrategic Planning:Work with Sales management to develop Personal and Agency Business Plans to include VFBMIC, SFBLIC, Brokerage (IAS), and Farm Bureau Bank (FBB). Business plan should include growth, retention, mix of business, profitability, and new business sales and activity goals including quoting and reviews as well as contest and incentive goalsAssist agents in the development of their Agent Business PlansPerformance Management:Monitor Agent and Agency performance compared to business plans, working with sales management to implement any needed corrective measuresConduct joint appointments with new agents and career agents, identifying areas needing improvement for agents not meeting sales and activity goals including prospecting, activity, product knowledge, closing skills, etc. and implement appropriate training and development needsEnsure agents understand contest, incentive and bonus requirements and their YTD standing toward qualifying for these incentivesConduct agency meetings communicating YTD performance, incentive, contest and bonus standing and providing motivational and teambuilding leadershipUtilize PPR tool to document and score performance, including conducting Annual Performance Review to be completed by February 28th each yearWork with sales management to develop appropriate balance between servicing personal book of business and managing the agency, ensuring an appropriate level of regular supervision occurs in each officeWork with sales management and County Farm Bureau leadership to develop recruiting plan for current or future agent openings and work with HR to facilitate interviews and testing