Job Description

GENERAL PURPOSE

Works to define, develop and administer sales and marketing program for region. Works with Regional Staff to assess the marketplace determine leads, pursue prospects and to ultimately sign qualified independent agents on as approved agents. Manages an ongoing business relationship with agents for region while focusing on maintaining profitability, quality and compliance with company standards. Responsibilities include projection planning and analysis of regional business opportunities.

ESSENTIAL FUNCTIONS

  • Reviews applicants submitted by Regional Staff
  • Develops and maintains agency relationships
  • Reviews agents operations on a regular basis with emphasis on risk control
  • Monitors agents policy inventories, supplies and policy remittance reports
  • Performs policy audits, underwriting quality control checks and periodic field audits for agents books and records
  • Instructs agency personnel in use of company forms and submission of agency reports
  • Acts as a liaison between company offices and agents and trade organizations
  • Plans and conducts, in coordination with the legal dept., educational seminars for agents and trade organizations
  • Prepare agency terminations or cancellations and the retrieval of company forms
  • Participates in special projects and miscellaneous duties as assigned by management.

OTHER FUNCTIONS

  • Complies with all requests for information or documentation from the Legal Department and claims support, as required
  • Receives and directs customer phone calls and inquiries
  • Assists in development of promotional material
  • Supports office staff with direction and information when necessary

JOB QUALIFICATIONS

Knowledge, Skill & Ability

  • Ability to learn all principles of title insurance as conducted in the region
  • Solid customer service, sales, and marketing skills
  • Ability to communicate clearly, accurately, and succinctly

EDUCATION, FORMAL TRAINING AND EXPERIENCE

  • Bachelor’s degree in accounting, finance, business, or equivalent training/experience
  • 6-8 years of applicable, significant experience

Details

Employee Type
Full-Time Regular
Location
Statewide NY