District Sales Manager Trainee

Position Summary

Build Your Career as a District Sales Manager

ERIE’s 24-week District Sales Manager Trainee Program is an intensive development experience designed to prepare you for success as a District Sales Manager (DSM).

You’ll work alongside experienced Sales leaders and Independent Agents while building skills in sales management, risk management, agency operations, leadership and relationship management.

Following successful completion of the program, you’ll transition into a DSM role and manage a territory of approximately 25 Independent Agencies.

As a DSM, You Will

• Coach and support Independent Agents in achieving business goals
• Manage territory performance across sales, underwriting, profitability and agency management
• Recruit, train and develop new Agents
• Serve as a trusted business partner and ERIE product resource

Relocation Is Required

Following successful completion of training, ERIE will assign you to a territory based on business needs. You will be required to relocate to and reside within your assigned territory.

ERIE provides comprehensive relocation assistance and transition support. Our operating footprint includes:

IL, IN, KY, MD, NC, NY, OH, PA, TN, VA, Washington D.C., WV and WI.

Once assigned, you’ll work remotely from your territory and will be provided a company vehicle and the technology needed to perform your role.

You’ll Thrive Here If You

• Lead through influence and build trusted relationships
• Think strategically and take ownership of results
• Learn quickly and adapt to change
• Are motivated by helping others succeed
• Are comfortable with frequent travel and geographic mobility

Participates in the company training and development program. Learns and performs the basic responsibilities of field and home office sales, including sales management, risk management administration and branch account operations.

Duties and Responsibilities

• Participates in ERIE's district sales manager training program. Completes assigned projects independently using information and skills learned.
• Applies product knowledge and acquired skills to assist with operations in assigned Agent offices. Trains Agents on matters pertaining to product knowledge, underwriting Agency operations and sales. Discusses proposed business with Agents and clients and gathers underwriting information used to determine the acceptance or rejection of a risk. Advises clients of coverages necessary to achieve individual insurance goals.
• Accompanies sales managers, claims and underwriting personnel on Agent visitations, including short-form inspections. Develops productive working relationships with Agents to enhance ERIE's quality growth.
• Serves as company representative in maintaining favorable Policyholder relationships. Works closely with adjusters and other claims personnel to resolve issues or related matters. Responds to inquiries from Policyholders, Agents and branch office personnel regarding claims matters.
• Implements sales promotion programs and communicates relevant information to Agents.
• Inspects prospective and existing risks as directed and prepares reports, including scaled drawings and photographs. Assists in reviewing results of inspection with Policyholders. Explains recommendations regarding hazard reduction, elimination and other loss measures.
• Attends annual sales conference and Agent education exchange seminars.
• Attends Life and Property and Casualty licensing school and participates in exams.
• Completes special projects as required.

The first 5 duties listed are the functions identified as essential to the job. Essential functions are those job duties that must be performed in order for the job to be accomplished.

Regular and predictable attendance is an essential job function. For certain positions at ERIE, including leadership roles, regular and predictable onsite presence may also be an essential job function based on business and operational needs.

This position description in no way states or implies that these are the only duties to be performed by the incumbent. Employees are required to follow any other job-related instruction and to perform any other duties as requested by their supervisor, or as become evident.

Capabilities

Qualifications

Minimum Educational and Experience Requirements 

• Bachelor’s degree, required; or
• Associate’s degree and two years of sales, underwriting, claims or marketing experience, required; or
• High school diploma or GED and four years of sales, underwriting, claims or marketing experience, required.
• Master’s degree preferred.

Additional Experience 

• Working knowledge of word processing and spreadsheet software required.
• Willingness to relocate to other offices required. 
• Frequent travel required.

Designations and/or Licenses 

• Completion of insurance designations such as CIC or CPCU preferred.
• Willingness to pursue insurance designations required.
• Successful completion of Life and Property/Casualty licensing exams required to complete training program.
• Valid driver’s license and good driving record required.

Physical Requirements