Overview

Currently have two related openings in Dallas, TX:1) Commercial Lines Account Manager / Sales Coach Onsite Mon Thurs, Remote Fri2) Account Manager / Sales Mentor Remote, Onsite Mon & ThursBoth are mentorship-driven roles focused on guiding member agencies through the quote-to-bind process, carrier placement, and pipeline growth neither carries a personal sales quota.Requirement: 2-3 years of Commercial Lines insurance experience Active Texas General Lines Property & Casualty License Strong organizational and communication skills Comfort in a fast-paced, highly automated environment Bachelor's degree or equivalent experiencePLEASE NOTE: This is NOT a quota-carrying sales position. You will not be responsible for personally selling insurance products or maintaining an individual sales quota. Instead, you will work closely with independent insurance agencies, providing coaching, mentorship, placement support, and sales guidance to help them grow their business and close more deals.Job Summary:Under the immediate direction of the AccessPlus Team Lead, the Commercial Field Sales Mentor is responsible for driving commercial lines growth through a blend of field mentorship, training, and hands-on new business placement support. This role works closely with member agents (agency principals, account managers and producers) and insurance carriers to streamline the delivery of information regarding new business opportunities and the commercial sales process.This position operates both in the field and in-office, providing in-person coaching, pipeline development support, carrier placement strategy, and live deal guidance. The role requires a high level of prioritization and organizational skills as well as exceptional interpersonal skills.Essential Duties & Responsibilities: Keep track of submission requests on Sales Force, making sure to distribute quotes based on mentorship assignments. Review new business applications or bind requests for completeness. Identify and proactively contact responsible member agent to obtain any missing information and/or receive clarification on any information needed to quote and/or bind the account. Finalize quote online with appropriate companies or submit to appropriate carriers depending on the carriers new business restrictions/requirements. Forward quotes as received to ISM for their review. In the event standard markets are not available, seek and provide complete information to ISM for alternative coverage options. Develop E&S expertise. Issue policies through insurance carriers website upon receipt of complete bind request. Quote alongside agents. Assist with complex placements. Meet and/or exceed all assigned submission goals and time standards. Walk new member agents through mentorship program. Conduct quality assurance audits. Assist in training initiatives and deliver training sessions Coordinate member meetings. Collaborate with internal and external partners to achieve objectives. Assist with marketing content creation. Engage in multiple initiatives simultaneously. Travel to member agencies for in person coaching. Work one on one to increase binds and pipeline growth. Partner on renewals and remarketing. Identify field trends and opportunities. Build trusted agency relationships. Additional duties as directed.Additional Skills & Attributes: Highly organized. Polished and professional appearance. Excellent verbal and written communication skills and the ability to interact professionally with a diverse group executives, managers, and subject matter experts.Essential Behavior Requirements:These behaviors are based on Companys cultures and values, which are critical to the fulfillment of our mission statement. Agency Interactiono Respect all people, value differences, and deal with others the way you want to be treated.o Go the extra mile to give members knowledgeable advice and service to maximize their benefit and create value.o Handle our members with an eye on profitability for them and f