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Alpharetta,
GA
(Click company name to view employer profile and all available
positions.) |
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Career Field |
Accounting/Financial
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| Insurance
Discipline |
All
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| Relocation
Assistance |
Not Available
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| Job
Duration |
Full Time |
| Salary
Offered |
Open |
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SUMMARY:
Provide financial and marketing support to assigned PL Field Sales region(s). Work with RVP's, Channel CFO, and agency managers to help set and achieve targeted PL business results.
PRIMARY DUTIES:
Financials:
Conduct post audits on regional marketing, underwriting, and pricing programs to determine financial impact on region's business results, and identify opportunities for program improvements.
Interpret and communicate Controllable Income at countrywide, regional and individual sales staff levels. Monitor to ensure accuracy, assess impact, and identify opportunities for improving business results.
Access other management information from various systems, format and analyze. Interpret and present information to necessary parties. Recommend action steps or strategies.
Assist in developing and monitoring regional budget, including production and expenses. Analyze and identify opportunities for improving expenses.
Analyze financials for business activities (e.g., book/block transfers,) with agencies and other parties. Make appropriate recommendations and negotiate for such elements of the deal as agency compensation.
Assist Channel CFO in identifying, analyzing, preparing recommendations for, and negotiating regional and national business opportunities (e.g., agency deals, etc.).
Strategic Planning:
Assist RVP in developing and implementing regional strategic business plan.
Marketing (if applicable):
Maintain agency assignments, developing and implementing marketing strategies with assigned agencies to achieve positive business results.
WORK EXPERIENCE:
Minimum of 3-5 years Personal Lines business experience
COMMUNICATION SKILLS:
Ability to clearly present ideas and concepts (orally and written) to management, regional staff, customers, other stakeholders and influence outcomes.
Ability to effectively negotiate with business partners while building/maintaining long-term relationships.
OTHER:
Business/Technical Knowledge:
Strong PL product knowledge
Solid understanding of the Property-Casualty business, Personal Lines and the Independent Agency System
Solid understanding of insurance business financials
Ability to quantify financial impact of various activities
Strong PC and spreadsheet skills
Knowledge of PL systems
Familiarity with other distribution systems
Analytic-Problem Solving
Ability to analyze multiple sources of information and develop alternative solutions.
Obtain multiple assessments of a situation, review facts, weigh options and recommend most advantageous course of action to influence business results.
Be systematic in identifying problems, use tools to define problems and evaluate alternative solutions.
Planning/Prioritizing/Project Management:
Ability to plan and manage a project through implementation, involving coordination with various other business units.
Provide regional staff with additional guidance on strategic direction of the region and assist in motivating staff toward desired business results.
Manage multiple projects/tasks a once for a timely and quality end product.
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