District Sales Manager

Job Description

Job Description

Company Overview
Founded in 1997 in Harlingen, Texas, Pronto Insurance is a leading property and casualty
(P&C) insurance agency with a growing network of more than 200 locations across California
and Texas. We are a trusted provider of affordable, accessible, and customized insurance
solutions for individuals and families. Driven by a strong commitment to customer service, we
offer a wide range of products, including auto, home, renters, and commercial insurance,
ensuring our customers receive reliable protection at competitive rates. We are seeking motivated individuals to join our Leadership team.

Insurance District Manager

We are looking for a District Manager to join our team! The District Manager is responsible for retail operations and management of agencies in the assigned area. The District Manager supports all aspects of the management process to ensure consistent achievement of short and long-term goals. They are responsible for managing staff, fostering a positive environment, and atmosphere, and ensuring customer satisfaction and proper daily operations.

Job Details:

• Location: California

• Compensation: Salary plus Bonuses

• Work Hours: Monday – Saturday (depending on business needs)

• Travel Requirement: 100%

Job Duties & Responsibilities:

• Oversees Agency Managers and is responsible for creating, managing and maintaining positive working relationships within Captive agencies and support departments.

• Ensure company growth, proper management of agencies and proper execution of day-to-day activities.

• Manage and optimize efforts in the creation and execution of marketing plans.

• Create, implement and manage a captive budget.

• Oversee grassroots marketing campaigns for captive agencies.

• Prepare and present financial, sales and operations reports to the Vice President of Sales.

• Troubleshoot and address problems as needed.

• Act as the point of contact for all issues regarding Captive agencies.

• Ensure underwriting excellence in all agencies.

• Evaluates and consults on Insurance Management, Grassroots Marketing and Customer is Gold program to provide for a consistent and improved customer experience leading to top and bottom line growth.

• Influence District Managers and Agency Managers to maximize profitability through company promotions, maximizing and optimum availability and marketing concepts.

• Meet daily with Sales VP to review Action Plan and current Operations Projects

• Meet with Operations Personnel to review objectives and projects to assure advancement

• Monitor sales throughout day; make short and long term decisions accordingly

• Assure that all Daily Deposits are made on a timely basis by agencies

• Assure company standards and procedures are being adhered to.

• Attend required management meetings

• Visit captive agencies to promote sales, evaluate offices and ensure compliance with company standards and procedures

• Ensure excellent service is provided by all agents to customers

• Immediately address areas of concerns that may arise from day to day operational activities

• Review and update action plan to ensure that it has relevance, impact and will achieve goals

• Ensure staff maintains and practices their individual action plans

• Conduct Monthly Performance Evaluations to review objectives and goals, analyze results, and set new objectives and goals accordingly

• Responsible for daily, weekly, monthly reports regarding Captive agencies

• Other duties as assigned.

Education & Experience:

• Bachelor’s degree (optional)

• Goal-oriented and motivated individual with excellent relationship building skills.

• Minimum of 1 year’s relevant business experience in insurance. (Required)

• 3+ years’ experience in Management of an Insurance Agency or District Manager experience of Insurance Agencies. (Preferred)

• Strong leadership skills, with proven ability to lead, coach, develop and motivate to deliver outstanding performance

• Skillful application of MS Office products (Excel, Outlook, Word, PowerPoint) and Google products

• Sound business planning and financial understanding with the proven track record of interpreting and analyzing financial information from Performance reports and Financial statements

• Excellent sales, influencing and oral communication skills

• “Whatever it takes” attitude to reach sales goals

• Performance driven, with a passion for driving excellent guest experience

• Uses a range of styles to influence and achieve engagement of personnel.

• Knowledge of company’s standards and policies.

• Knowledge of TDI policies, regulations and expectations.

• P&C Personal Lines License

• Bilingual English & Spanish (required)