Agency Distribution Manager

Inside Agency Distribution Manager

Our client has retained The Carlisle Group to conduct a search for an Inside Agency Distribution Manager. Our client is a well‑respected, A‑rated Property & Casualty insurance company. This position is unique in that it is an inside role that supports the Sales & Marketing team with existing agents in a multi‑state territory. We are looking for someone with a Personal Lines background (possibly Account Management or Underwriting) who is a high‑drive person that would aspire to potentially go into the field as a Marketing Rep.

Our client would like someone in the greater Philadelphia area, Western PA or Northern VA. These locations are acceptable; the role can be 100 % remote for Western PA or Northern VA and hybrid for the Philadelphia location.

As an Inside Agency Distribution Manager you will manage overall agency relationships and develop assigned agents to achieve profitable results, drive new business growth, retain a desired mix of renewal business, and selectively appoint the right new agencies. You will achieve annual objectives for the assigned territory based on the annual business plan using teleconferencing, webinars, and other digital technology.

Responsible for managing the overall agency relationship with developing assigned agents to achieve profitable results from driving new business growth, retaining a desired mix of renewal business, and selectively appointing the right new agencies. Achieve annual objectives for assigned territory based on the annual business plan using teleconferencing, webinars, and other digital technology. Work with agencies to ensure high quality business is being written by monitoring accordingly.

• Primary focus and responsibility is managing opportunities with appointed agents in a consultative framework through proactive outbound phone calls, virtual webinars and other digital sales methods.
• Responsible for the overall agency relationship, agency management, and directing resources and support as determined by the distribution model.
• Responsible for managing distribution plans with assigned agencies; drive new business quote activity and new business results, maintain existing production and profitability; build and maintain plans that hold assigned agents accountable for building quality books of business.
• Assist and support field ADM with prospecting, appointing and training new agencies where appropriate.
• Develop agency plans with key agencies and execute those success plans on behalf of organization.
• Provide training to agencies and new staff hires on all products, procedures, rules, underwriting philosophy, binding guides, and software/systems such as The Key.
• Effectively utilize Salesforce and other automated tools and resources; CRM entries (including agendas and action items) are timely, complete, detailed and follow desired expectations.
• Complete appropriate number of agency sales calls per week/month to deliver on objectives; calls should include consistent use of a consultative sales process and skills to establish clear forward action plans and gain commitment to achieve them.
• Use strategic approach and segmentation to select the proper agencies to spend time with and provide guidance to agencies with a solutions‑oriented, consultative sales approach.
• Analyze and think through agency issues, identify alternative responses/options and bring about an effective solution; demonstrate good judgment about which creative ideas and suggestions will work.
• Effectively evaluate agency performance on profit and growth and hold agencies accountable for action plans and results.
• Communicate and deliver value proposition for both policyholders and agents.
• Collaborate with various internal partners including Underwriting, Product, and Customer Service teams as needed to be effective.
• Gather and share competitive intelligence, market changes, and competitive position.
• Responsible for establishing and maintaining relationships with industry trade associations and state association members.

Bachelor’s degree and prior insurance experience…