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Senior Field Sales Representative

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Logo of Utica National Insurance Group

Utica National Insurance Group

1001 - 5000 employees

Founded 1914

🛡️ Insurance

👥 B2C

🤝 B2B

Insurance • B2C • B2B

Utica National Insurance Group is a mutual insurance company providing personal and commercial property & casualty insurance, including auto, homeowners, renters, umbrella, motorcycle, boat, and specialized commercial coverages such as business owners policies, commercial auto, workers' compensation, and professional liability (agents' E&O). The company operates claims and customer service centers, supports agents through portals and risk management resources, and maintains regional offices and community/charitable programs. Utica emphasizes 24/7 claims support, safety and risk management guidance, and solutions for both individual consumers and businesses.

đź“‹ Description

• Build and execute agency and sales plans • Recruit and inspire new agents and deepen existing agency relationships • Support Middle Market, Small Commercial, and Specialist commercial insurance lines • Develop and monitor territorial/state agency plans • Lead the agency and territorial review process • Execute the full appointment lifecycle: prospecting, soliciting, appointing, developing, and evaluating • Administer customer bonus plan components • Manage Agency Production Initiatives using marketing tools and submission activity • Establish and monitor customer commitments and initiate corrective action • Develop and monitor territorial/state line-of-business growth plans • Determine profitability using loss ratios and return on sales measurements • Lead loyalty and retention initiatives and build agency relationships • Develop relationships with industry peers, trade associations, and internal departments • Coordinate territory breakfasts, training sessions, and product fairs • Inform producers about merchandising areas and product enhancements • Conduct rate reviews and coordinate special programs • Educate customers on products, automation, forms, brochures, and company procedures • Assist with new product/program property-and-casualty proposals • Gather competitive intelligence on pricing, coverages, and market actions • Conform with corporate policies and procedures and perform other assigned duties

🎯 Requirements

• 5+ years' experience in P&C Commercial Lines marketing or underwriting preferred • In-depth understanding of the insurance industry, including competitors, trends, and best practices • Demonstrated ability to effectively lead talent toward a common goal • Bachelor's Degree preferred or equivalent experience • Significant insurance education, such as INS, AU, CPCU, or demonstrated willingness to pursue insurance education strongly recommended • Candidates not meeting the stated experience/education may be considered as Field Sales Representative • Ability to perform a full-time salaried, exempt role

🏖️ Benefits

• Eligibility for Company Vehicle • Variable Compensation Bonus plan • Medical and Prescription Drug Benefit • Dental Benefit • Vision Benefit • Life Insurance and Disability Benefits • 401(k) Profit Sharing and Investment Plan • 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 • Career advancement and challenging work opportunities

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