Job Description

Follows sales plan to promote and sell Stewart Agency products and services within an assigned territory

Reports on sales activities and results to sales management

Meets or exceeds Agency sales objectives and goals for assigned territory

Assesses individual agency needs; develops, presents and implements a plan to meet those needs

Focuses on growing revenue and increasing profitability of existing agency relationships by providing excellent customer service and building long-term customer relationships

Works to improve the quality and profitability of the agency network in assigned territory

Monitors service delivery for customer satisfaction

Develops quality agency relationships that meet Stewart's Independent Agency Standards 

Provides guidance on relevant licensing and regulations to ensure compliance with Stewart's Independent Agency Standards

Provides updates on new and improved products and services to existing agencies Agents

Utilizes professional sales techniques to sign non-Stewart agencies

Maintains up-to-date knowledge of Stewart products/services, competitor practices and industry trends

Answers complex inquiries related to Stewart Agency resources, policies, rates and state and federal laws and regulations

Performs due diligence and investigation to identify quality agency prospects

Instructs prospective agencies on application submittal

Ensures new agencies are setup and onboarded to Stewart applications/systems

Conducts informational sessions/trainings on Stewart resources for new agencies

Facilitates introduction of new agencies to legal and underwriting personnel

Plans and facilitates customer events, seminars and trainings

Promotes Stewart's local and national webinars

Utilizes CRM to input and maintain agency information within sales territory

Conducts quarterly agency visitations for all agencies in assigned territory

Completes annual policy inventory reconciliations for all agencies in assigned territory

Ensures timely receipt of policies/premiums due from agencies

Delivers audit reports and develops audit response plan if needed

Identifies risks and develops action plan to minimize exposure/liability; escalates to management when needed

Promotes benefits and value of relevant Stewart products and services

Represents Stewart at industry networking events

Performs other duties as assigned by management

 Qualifications
 

Requires expanded conceptual and practical knowledge within own discipline and basic knowledge of related disciplines
Performs a range of assignments and may lead projects within own discipline
Participates in cross-functional projects and may lead project workstream
Works with limited oversight
Applies working knowledge of business and best practices gained through understanding of key business drivers and recognition of how own area integrates within organization
Acts as a resource for colleagues, provides guidance to less experienced team members
May lead projects with controllable risks and resource requirements
Works within broad guidelines and polices
Impacts quality of team or project objectives
Solves complex problems
Analyzes possible solutions using technical experience, judgment and precedents
Explains complex and/or sensitive information in a straightforward manner
Leads others to consensus
Bachelor's degree in relevant field preferred
Typically requires 2+ years of related work experience