Supervisory Responsibilities

• Organizes and oversees the schedules, territories, and performance of the bank insurance specialist.
• Conducts performance evaluations that are timely and constructive.
• Negotiating with Insurance companies and branches/ department

Duties/Responsibilities

• Provides leadership to the assigned region, overseeing insurance sales and service activities and branches.
• Collaborates with branch managers to develop sales goals for each branch/ location, monitors progress toward those goals, and develops strategies to achieve the target.
• Identifies opportunities for improvement in the branch region; designs and implements training, strategies, policies, goals, and other resources to maximize productivity and morale.
• Schedules and directs regular sales meetings and events to share information, set and revise goals, and to increase morale.
• Collaborates with executive leadership and bank partners to develop territories, sales quotas, and strategies.
• Maintaining relationships with insurance companies, agents, brokers, reinsurers, and other entities within the industry.
• Negotiating with Insurance companies to obtain the best rates possible for clients.
• Performs other duties as assigned.

• Bachelor’s degree in Business, Marketing, Finance, or related field; OR
• Extensive experience as sales manager in insurance industry.
• Strong verbal and written communication skills.
• Excellent General/ Life Insurance knowledge, sales and customer service skills, with proven negotiation skills.
• Excellent supervisory and leadership skills.
• Thorough understanding of company’s products and/or services, and those of immediate competitors in the surrounding market.
• Proficient with Microsoft Office Suite or related software.