ABOUT DUNCAN FINANCIAL GROUP

Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

JOB SUMMARY:

The VP of Commercial Lines Insurance Sales administers the selling of Duncan Financial Group’s Commercial Lines offerings. It includes the planning, implementation, and control of sales and risk management programs, as well as recruiting, training, motivating, and evaluating members of the commercial lines sales team. The fundamental role is to develop and administer a selling strategy and unique value proposition that effectively contributes to DFG’s growth goals and customer centric approach. This person will have important input as to the decision making as to how many salespeople to employ, how best to select and train them, what sort of compensation and incentives to use to motivate them, what type of presentation they should make, and how the sales function should be structured for maximum contact and success with customers and prospects.
The VP of Commercial Lines Insurance Sales will also be a “player-coach” in this role. Meaning, this person will lead the Client sales team and also be responsible for direct sales for and managing a book of business. This approach will foster enthusiasm, teamwork and alignment as the VP of Commercial Lines Insurance Sales will lead by example and be a meaningful resource for up-and-coming Producers.

QUALIFICATIONS:

• Bachelor’s Degree in Business, Finance, or related field required; MBA is preferred
• Minimum of 5 years of sales management experience within the insurance industry required
• Active Pennsylvania Property & Casualty License
• Extensive knowledge of commercial insurance products
• Proven ability to coach/mentor a team of sales professionals
• Excellent sales, presentation, negotiation, and communication skills
• Ability to build and maintain strong relationships with clients, carriers, and industry partners
• Proficiency with Microsoft Office (Outlook, Excel, and Word), CRM software (HubSpot), and insurance data management system (Applied Epic)
• Ability to pass a criminal background check
  Hours: Monday-Friday, 8:30am-5:00pm (Flexible)
  Office Location: 311 Main Street, Irwin, PA 15642 (Hybrid Work Options Available)

The primary role of the VP of Commercial Lines Insurance Sales is to be responsible for the development and performance of all sales activities in commercial insurance. Staffs and directs a sales team and provides leadership towards the achievement of maximum profitability and growth in line with company vision and core values. Establishes plans and strategies to expand the customer base in the assigned area and contributes to the development of training and educational programs for clients and the sales team. The main duties are summarized as follows: