Logo for Erie Insurance Group

District Sales Manager Trainee

Role overview

Qualifications

  • Bachelor’s degree required; or Associate’s degree with two years of relevant experience; or High school diploma/GED with four years of relevant experience
  • Willingness to relocate to other offices required
  • Frequent travel required
  • Completion of insurance designations such as CIC or CPCU preferred

Responsibilities

  • Participates in ERIE's district sales manager training program and completes assigned projects
  • Trains Agents on matters pertaining to product knowledge, underwriting, and sales
  • Develops productive working relationships with Agents to enhance ERIE's quality growth
  • Implements sales promotion programs and communicates relevant information to Agents

Key facts

Hard skills

Other skills

  • Leadership
  • Relationship Management
  • Training And Development
  • Communication
  • Teamwork
  • Adaptability
  • Strategic Thinking

About the company

Erie Insurance Group logo

Erie Insurance Group

Insurance

From our modest roots starting in 1925 as a Pennsylvania auto insurer, we've grown to become a multi-line insurance company, offering auto, home, business and life insurance through our network of independent insurance agents. Today, our geographic presence extends to 12 states and the District of Columbia; from New York to North Carolina and from Wisconsin to Tennessee. At ERIE, we adhere to disciplined underwriting, fair pricing and a prudent investment philosophy. These factors have contributed to our ability to earn consistently superior ratings in the insurance industry. The combination of a quality agency force, a commitment to customer service and the financial stability provided by Erie Insurance Group assures our customers that we’ll be there when they need us most. According to A.M. Best Company, Erie Insurance Group, based in Erie, Pennsylvania, is the 11th largest homeowners insurer and 12th largest automobile insurer in the United States based on direct premiums written and the 16th largest property/casualty insurer in the United States based on total lines net premium written. The Group, rated A+ (Superior) by A.M. Best Company, has more than 5 million policies in force and operates in 12 states and the District of Columbia. Erie Insurance is a FORTUNE 500 company. For social media posting guidelines, please visit: http://bit.ly/2tcKdBm

Company details

Company typeXLarge
IndustryInsurance
Company size5001 - 10000

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Job description

 

Division or Field Office:

Sales & Marketing Division

Department of Position: Sales Plng & Agency Rltns Dept 

Work from:

Home (within assigned territory) Salary Range:

56,367.00 - 90,040.00 *

salary range is for this level and may vary based on actual level of role hired for

*This range represents a national range and the actual salary will depend on several factors including the scope and complexity of the role and the skills, education, training, credentials, location (State) based on ERIE's geographical differences, and experience of an applicant, as well as level of role for which the successful candidate is hired. Position may be eligible for an annual bonus payment.

At Erie Insurance, you’re not just part of a Fortune 500 company; you’re also a valued member of a diverse and inclusive team that includes more than 6,000 employees and over 13,000 independent agencies.  Our Employees work in the Home Office complex located in Erie, PA, and in our Field Offices that span 12 states and the District of Columbia. 

Benefits That Go Beyond The Basics

We strive to be Above all in Service® to our customers—and to our employees. That’s why Erie Insurance offers you an exceptional benefits package, including:

  • Premier health, prescription, dental, and vision benefits for you and your dependents. Coverage begins your first day of work.
  • Low contributions to medical and prescription premiums. We currently pay up to 97% of employees’ monthly premium costs.
  • Pension. We are among the 2% of Fortune 500 companies to offer a traditional pension plan.  Full-time employees are vested after five years of services.
  • 401(k) with up to 4% contribution match. The 401(k) is offered in addition to the pension.
  • Paid time off. Paid vacation, personal days, sick days, bereavement days and parental leave.
  • Career development. Including a tuition reimbursement program for higher education and industry designations.
     

Additional benefits that include company-paid basic life insurance; short-and long-term disability insurance; orthodontic coverage for children and adults; adoption assistance; fertility and infertility coverage; well-being programs; paid volunteer hours for service to your community; and dollar-for-dollar matching of your charitable gifts each year.

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

  • Values Diversity
  • Self-Development
  • Nimble Learning
  • Collaborates
  • Customer Focus
  • Cultivates Innovation
  • Instills Trust
  • Optimizes Work Processes (IC)
  • Ensures Accountability
  • Decision Quality

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

  • Lifting/Moving 0-20 lbs; Occasional (<20%)
  • Lifting/Moving 20-50 lbs; Occasional (<20%)
  • Ability to move over 50 lbs using lifting aide equipment; Occasional (<20%)
  • Driving; Frequent (50-80%)
  • Pushing/Pulling/moving objects, equipment with wheels; Occasional (<20%)
  • Manual Keying/Data Entry/inputting information/computer use; Often (20-50%)
  • Climbing/accessing heights; Rarely
 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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