Personal Risk Services Assistant Sales & Distribution Leader (Finance)

JOB DESCRIPTION

Personal Risk Services Assistant Sales & Distribution (ASDL) Leader for the Southeast Region and a member of the Sales and Distribution Leadership team. The regions includes 5 states and branches in Tampa, Atlanta, Nashville, and Birmingham.

The ASDL will report directly to the Regional Sales & Distribution Leader.

Key Responsibilities:

The Assistant Sales & Distribution Leader is responsible for achieving new business, retention, and cross-sell results for their assigned branch(s). The sales team within the assigned branches will report to the ASDL.

Expanded responsibilities include:

• Assist the Regional Sales & Distribution Leader in the development of operating plans outlining how the region will meet financial targets and successfully implement division initiatives. Monitor and make recommendations to adjust plans and tactics throughout the year as needed.
• Monitor key agency results to ensure the team understands what's driving positive as well as negative trends and discuss ways to enhance or improve.
• Support and promote consistent execution across the region of the Sales Best Practices agency assessments, agency business plans, large account pipeline management, open daily quote follow-up and documented agency travel.
• Responsible for coaching and development of the sales team in their assigned branches as well as coordinated travel, training/reinforcement of sales skills and overall performance management.
• Complete home office reporting requests for the region including but not limited to monthly national broker commentary and quarterly heat map summary.
• Manage and support initiatives in cross-sell and GPE across the region.
• Develop positive, productive working relationships and partnerships with all PRS department colleagues, regional REOs, RCOO, Branch Managers and Marketing Managers. Effectively engage branch administration on a regular basis and ensure they are aware of division priorities and changes so they can support the PRS message with local staff and agents.
• Create a work environment that inspires high levels of performance, facilitates teamwork and capitalizes on everyone's strengths and differences.
• Support recruiting efforts and oversee training program of new PL Managers within assigned branches.
• Work as an active member of the leadership team to:
• Achieve regional financial goals.
• Assist in implementing division initiatives.
• Participate in state product and pricing reviews.
• Monitor, analyze, report, and make recommendations on the changing competitive landscape.
• Recognize industry trends/issues, their impact on regional strategies and make recommendations on potential adjustments.

Competencies:

• Results Orientation: Ability to operate independently and through others in a dynamic environment by recognizing opportunities and capitalizing on high-payoff activities that drive results. Ensure goals and objectives are measurable; continually looking for ways to change and improve processes to create improved business results and challenging self and others to stretch while recognizing accomplishments.
• Sales Orientation: Maintain a disciplined sales process that ensures a consistent understanding and execution of best practices (agency assessments, pipeline management, business planning, strategic agency travel, effective utilization of Salesforce, etc.), lead-by-example.
• Leadership: Possess self-awareness, garner credibility, focus on relationship building, have a bias for action, exhibit humility, creativity, empower others, be accessible and inspire people to perform at their highest level.
• Execution: Create a clear line of sight between individual actions and the broader business goals, pushing self and others to deliver results.
• Ownership: Take accountability for achieving desired results by maintaining momentum under pressure and showing persistence in overcoming obstacles; demonstrate confidence in own opinion, analysis or point of view; raising difficult issues with others (using constructive feedback) to improve business performance; being optimistic about the future and taking personal pride in the company.
• Sales Coaching: Influence sales teams to develop the skills and knowledge that drives results. Help others enhance their ability to manage competing priorities to ensure the focus remains on new business, renewal and cross-sell generating activities. Provide coaching with a focus on observing not doing, providing real-time, action-oriented feedback.

QUALIFICATIONS

• 10+

  ABOUT US

  Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.

  At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.