San Francisco CA-Commercial-Commercial Lines Sales Specialist / Sr. CLSS

Job ID: 8628Location: San Francisco, CARelocation Provided: NoneEducation Required: Bachelors DegreeExperience Required: 3 - 5 YearsPosition Description: Manages all accounts within a defined geographic area and is responsible for realizing premium and profit objectives for those accounts. Activities performed to achieve those objectives may include training on products, systems, service, and underwriting, book transfers, development of existing accounts or prospecting for new accounts. Serves as the primary contact point for agency support staff to build and maximize the agency/company relationship for all products in the portfolio.Position Requirements:Serves as the primary contact for operations, systems and policy training for agency products as well as liaison for resolving policy service and billing issues for assigned agents and products. Utilizes technology to manage account data and district performance. Routinely records information about agency and dealer competitors, segmentation and account activity, maintaining up to date data for sue by the sales and marketing division. Builds and maintains agency/company relationships in order to maximize product penetration and sales within the agency. Manages book transfers for an assigned territory including pricing and profile analysis, program set-up and scheduling with the agency. Coordinates with the book transfer unit to ensure timely processing of all applications, follows up with the agency contact for additional information, monitors and tracks the hit ratios and successful completion of each committed transfer. Coordinates and executes all new and on-going training on products and systems for all installed lines within the agency. Active in assigned territory prospecting for new clients as well as business development opportunities. Analysis of agency operations and quoting/profiling potential book transfer opportunities are included in this function. Promotes industry knowledge by attending industry conventions and participating in continuing education courses. Prepares and maintains a market analysis, including competitor information in order to provide input on distribution, product, price and promotion strategies. Promotes safety at all times and complies with safety/ergonomic standards as outlined in relevant company published manuals. Performs other duties as assigned.Position Attributes:Position is Virtual / Remote for specific sales region..