VP and Branch Manager I (Finance)

Division or Field Office:

Tennessee Branch Office
Department of Position: Sales/Marketing
Work from:
KnoxvilleBranch Office Salary Range:
$119,767.00-$191,317.00*

salary range is for thislevel 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, 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 one of only 13 Fortune 500 companies to offer a traditional pension plan. Full-time employees are vested after five years of service.
• 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

Directs and manages current and long-term profitable revenue growth, field sales operational effectiveness, including talent management, andAgent/distribution and customer relationship management, in assigned branch and territories. Spends significant portion of time in the field, interactingwith, supporting, coaching and motivating Agents and District Sales Managers.

• This is an in office position for the Knoxville Branch. The selected individual must live in the Knoxville Branch territory.
  • This position is for the newly created Knoxville Sales Branch Operations.
• Candidates may be considered for VP and Branch Manager level I and/or II based on qualifications and business need.
• A company car will be provided.

Duties and Responsibilities

• Manages overall operations of designated area of authority. Interviews, hires, trains and directs personnel. Prepares and conducts performanceassessments, coordinates discipline and oversees Employee development as required.
• Assists in implementing branch and regional long- and short-term operating objectives for sales operations to meet overall corporate goals.
• Coordinates planning efforts and partners with field operations management to assure that branch sales and region sales objectives are achieved.
• Develops and manages current and long-term profitable revenue growth objectives. Accountable for sales performance and the achievement ofbranch level profitable market share growth objectives. Accountable for profitable underwriting results in the branch. Ensures that approved policies,plans and objectives are clearly understood and effectively applied throughout the sales operation.
• Provides input to and supports RVP partnerships with actuarial staff in the management of local level rate making. Accountable for giving inputdirectly to Actuarial and through the RVP related to conducting rate reviews and executing scheduled rate changes according to plan.
• Manages and implements the region and branch level business plan and annual revenue budget process. Oversees the district and Agent levelbusiness planning processes.
• Implements and manages branch sales staff talent and succession management, ensuring alignment to and support of corporate needs andobjectives. Recruits, selects, hires, trains, and develops successful district sales managers and branch sales-related positions. Directs the handlingof Policyholder and Agent complaints and inquiries. Works jointly with the Claims Manager to resolve claimant complaints as needed.
• Implements and manages the process for appointing and placing Agents in branch territories.
• Oversees the branch process and results for managing Agency and claims (as needed) customer relations and problem resolutions. Ensures thatsales functional areas are efficiently organized and staff is adequately trained, directed and supervised.
• Implements and manages the process for appointing and placing Agents in branch territories.
• Directs district sales managers in achieving consistent desired sales behaviors and results from independent Agents. Accountable for moving quicklyto address underperforming field sales managers, holding them accountable for achieving results.
• Responsible for implementing and clearly communicating a comprehensive vision and strategy throughout the branch operation.
• Accountable forassuring that all branch Agents and sales Employees understand both the strategy and their expected roles.
• Maintains and applies a current knowledge of trends and latest developments in the industry. Implements changes and plans within authority.Represents the company within the industry, the community and among Agents. Generally promotes the company's goodwill and interests.
• Servesas a liaison between the company and the state insurance department.As a licensed, non-commission company Agent, handles insurance agency business.

Duties and Responsibilities (cont'd if applicable)

The first sevenduties 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.

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.

Competencies

• Collaborates (Leader)
• Self-development (Leader)
• Customer Focus (Leader)
• Instills Trust (Leader)
• Persuades (Leader)
• Drives vision and purpose (Leader)
• Decision Quality (Leader)
• Nimble Learning (Leader)
• Cultivates Innovation (Leader)
• Develops Talent (Leader)
• Plans and Aligns (Leader)
• Values Diversity (Leader)
• Ensures Accountability (Leader)
• Optimizes Work Processes (Leader)

Qualifications

Minimum Educational and Experience Requirements

• Bachelor's degree and six years experience in the insurance industry with an in-depth knowledge of life insurance, underwriting, claims, sales
• management and agency structure, or related experience, required; or
• Associates degree and eight years experience in the insurance industry with an in-depth knowledge of life insurance, underwriting, claims, salesmanagement and agency structure, or related experience, required; or
• High school diploma, or GED, and ten years experience in the insurance industry with an in-depth knowledge of life insurance, underwriting, claims,sales management and agency structure, or related experience, required.

Additional Experience

• Management experience preferred.
• Extensive travel throughout the branch area required, including occasional overnight stays.

Designations and/or Licenses

• Valid driver's license andgood driving record required.

Physical Requirements

• Driving; Frequent (50-80%)
• Climbing/accessing heights; Rarely
• 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>
• Manual Keying/Data Entry/inputting information/computer use; Moderate (30-40%)
• Pushing/Pulling/moving objects, equipment with wheels; Occasional (<20>