Serves as a virtual sales consultant and territory manager for independent insurance agencies. Builds territory sales plans, conducts discovery-based virtual sales calls, identifies growth opportunities, manages agency commitments, evaluates competitors, recommends insurance solutions, and uses CRM, quoting, analytics, and Power BI tools to monitor performance and drive profitable sales, retention, and market share.
The Company
At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected.
Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier.
Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte.
What you will do
The Inside Sales & Marketing Services Representative serves as a virtual sales consultant and territory manager, partnering with independent agencies to drive profitable growth, retention, and market share. Through data-driven territory planning, strategic agency outreach, discovery-based selling, and effective use of CRM and analytics tools, this role identifies opportunities, influences agent behavior, and executes targeted sales strategies that support organizational growth objectives and strengthen agency performance.
- Drive profitable growth in new and total written premium, deliver segment profitability in assigned relationships through virtual agency calls and strategic engagement.
- Build Territory Sales Plan to strategically determine which existing agencies to focus on. Use analytical skills and problem solving to interpret data within the agency or territory to make decisions.
- Conduct primarily virtual sales calls with agents to effectively execute on Territory Sales Plan. Proactively prioritize agent sales call activity while consistently identifying gaps and messaging appetite articulation to top producing agent partners creating increased flow of profitable new business.
- During agency interactions, use discovery sales skills process to identify opportunities with agents, evaluate competitor products, rates, and new programs, and recommend solutions to overcome objections and increase territory sales flow.
- Develop strategies and action plans to enable agents to maximize revenue with products, services, and profit-sharing programs which differentiates the sales representative from competitors through a clearly defined and consistent value proposition.
- Utilize data tools (Power BI) to monitor territory results against defined goals. Manage trends and communicate necessary revised sales strategies and territorial review action plans to achieve profitable sales objectives.
- Manage agent sales planning commitments, production plans, sales call activity, and agency review process with effective use of Customer Relationship Management tools.
- Execute structured sales processes including call scripting, objection handling, and competitive advantage selling.
- Utilize tools such as Dynamics CRM, Talk Desk, Edge quoting, Vertafore, and Power BI for sales and performance tracking.
Additional Responsibilities:
- Team servicing of shared agency group.
- Rollover Support, New Agency Onboarding Support, Field Support as required to minimize impact of vacancies, general support of Team Revenue strategies.
- Performs other duties as assigned.
- Conforms with all corporate policies and procedures.
What you need
- 2+ years Commercial Lines Sales representative or underwriting experience preferred
- Bachelor's Degree preferred.
Additional Information:
Location
Hybrid
- Charlotte, NC Office (Ballantyne, NC)
Salary Range
$72,000 - $90,000
- This position also comes with eligibility for Variable Compensation Bonus plan
**The final salary to be paid and position within the internal salary range is reflective of the employee’s work experience, their geographic location, education, certification(s), scope and responsibilities in the role, and additional qualifications.**
Benefits:
We believe strongly that talented people are core to our success and are attracted to companies that provide competitive pay, comprehensive benefits packages, career advancement and challenging work opportunities. We offer a Comprehensive Benefits Plan for full time employees that include the following:
- Medical and Prescription Drug Benefit
- Dental Benefit
- Vision Benefit
- Life Insurance and Disability Benefits
- 401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results)
- Health Savings Account (HSA)
- Flexible Spending Accounts
- Tuition Assistance, Training, and Professional Designations
- Company-Paid Family Leave
- Adoption/Surrogacy Assistance Benefit
- Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance
- Student Loan Refinancing Services
- Business Travel Accident Insurance
- Matching Gifts program
- Paid Volunteer Day
- Employee Referral Award Program
- Wellness programs
- Personal Insurance Discount
Additional Information:
This position is a full time salaried, exempt (non overtime eligible) position.
Utica National is an Equal Opportunity Employer.
Apply now and find out what it’s like to be a part of an amazing team, thrive in an exciting environment and work for a company you can be proud of. Once you complete your application, you can monitor your status in the hiring process by logging into your profile. A representative from our Talent Acquisition team will be in touch regarding any change in your candidacy.
#LI-NC1
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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