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Sales Manager - Insurance 

EOE StatementWe are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Category Insurance  

Summary:  Manages insurance sales activities of multiple locations within a specific market by establishing goals and activities to attain new customer relationships and retain and grow existing relationships.  Develops staff through ongoing coaching sessions, to ensure that all are personally committed to consistently exceeding customer expectations every time, everywhere.  Plans, directs and controls insurance sales office operations, ensuring that established policies and procedures are followed and delegating responsibilities as needed to meet office objectives.  Plans, directs, and engages other sales departments (Mortgage, Retail, Business Banking, etc.) to meet overall sales objectives via “Critical Linkage”.  Maintains daily contact with insurance staff, frequent internal and external customer contact, and also has frequent contact with industry and community associations in the course of developing business activities.  Performs all duties in accordance with the Vision and Core Values (Customers, Excellence, Ethics, Employees, and Communities) of River Valley.

Key Results Areas:

  1. Sales/Business Development/Sales Management
  2. Community Involvement

Essential Duties and Responsibilities include the following. 

  1. Identify needs and refer customers to business partners within and across lines of business who can best meet those needs.
  2. Assess marketing potential of new and existing locations, considering statistics and expenditures.
  3. Confer or consult with department heads to plan advertising services.
  4. Monitor customer preferences to determine focus of sales efforts.
  5. Develops and implements written short-and long-term plans for achieving insurance growth, sales, fee income and service goals. 
  6. Manages and inspects sales efforts on a daily basis by setting individual goals and coaching sales staff.  Establishes goals that are: specific and measurable for referrals that include selling and cross selling by product and volumes, all with a consistent emphasis on total customer relationships, growing existing relationships and truly delivering a great customer experience.
  7. Selects, trains, develops, schedules, assigns work to, manages and reviews job performance of insurance staff.  Interviews and hires quality staff that is engaging, verbal and assertive, and possesses strong sales abilities.
  8. Manages, directs, understands and/or participates in as needed in all insurance operations to ensure all company services are made available to customers and are processed accurately and efficiently.  Ensures the insurance is equipped with all required supplies and promotional support to optimally sell insurance products. 
  9. Facilitates “Critical Linkage” to manage development and maintenance of client relationships and identify referral opportunities throughout Business Banking, Mortgage, Wealth Management, Insurance and Retail Departments.
  10. Meets individual sales accountability expectations.
  11. Works staff within market of responsibility to help them meet sales and insurance operations expectations.
  12. Develops, maintains and cultivates community and new business contacts with important market sources to enhance insurance visibility and maximize business development opportunities.
  13. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws.
  14. Upholds and insurance’s philosophy and all policies by maintaining appropriate controls to assure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of our organization.  Responsible for the understanding, knowledge and management of all required training and compliance issues.
  15. Oversees the general maintenance of the facility.  Reports equipment and building status; recommends and arranges for building improvements.  Maintains a neat and professional atmosphere at all times.  Ensures all security procedures are strictly followed.  Protects all funds, physical assets and property of the insurance agency within budget in cooperation with River Valley Facilities and Security.

Other Responsibilities:

  1. Performs other duties as requested or assigned.
Position Requirements


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.


Bachelor's degree (B. A.) from four-year college or university; or five years related experience and/or training; or equivalent combination of education and experience.  Able to demonstrate an understanding of basic business conditions and how they relate to economic conditions.

Skills and Requirement:

  1. A minimum of 5 years of supervisory experience is required.
  2. A minimum of 5 years of sales experience is required in insurance arena.
  3. A thorough knowledge of all insurance products and services.
  4. Ability to make confident decisions in a timely manner and communicate results to applicable parties.
  5. Demonstrated leadership skills.
  6. Demonstrated excellent oral and written communication skills.
  7. Proficient knowledge of all systems supporting Insurance operations, i.e. security, online, TAM, etc.

Language Skills:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.  Ability to write reports, business correspondence, and procedure manuals.  Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Math Skills:

Ability to apply basic principles of accounting, read and interpret balance sheets and make recommendations for internal and external customers. Ability to apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis.

Reasoning Skills:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills:

To perform this job successfully, an individual should have knowledge of Word Processing software; Spreadsheet software and Windows and Microsoft Office software.

Certificates and Licenses:

Possess or have ability to obtain Property, Casualty, Life, and Health Insurance Licenses in the states in which we do business.

Performance Factors:

To perform the job successfully, an individual should demonstrate the following competencies:

Sales Management:

  • The ability to develop and coach the desired behaviors of the sales staff which result in the desired behaviors required to establish new business; generating leads, expanding the client base, and developing revenue opportunities.


  • The ability to be an effective role model and support employees on a daily basis through the process of change. The degree to which the individual demonstrates a positive example and environment in leading staff toward achievement of company vision and values. Shows values and respect for those with different styles, abilities and motivations. Is effective as an immediate coach and mentor. The ability to motivate employees, preserve high morale, and supervise with fairness and consistency.


  • Thinking is intelligent and decisions made are logical; defines and analyzes problems, asks good questions and gathers needed data before making decisions; effectively documents and acts upon decisions made and accepts responsibility for such decisions; demonstrates good common sense.

Communication Skills:

  • Written - Individual writes clearly and concisely with little need for editing (includes spelling and grammar). Oral - Expresses self in speech as to be clearly and completely understood; adheres to RVB Telephone Standards; supports a favorable environment for open communication; addresses concerns or problems in an open non-defensive manner; conveys self-confidence and knowledge of subject in speaking to customers. Listens - Is attentive and transmits correct information to appropriate people; accepts constructive feedback.


  • The ability to adapt to fast-changing environments. Willingness to take risks and to consider new approaches to improve the organization's competitive position.

Customer Service:

  • Individual demonstrates a positive and helpful attitude toward customers (internal and external), understands their importance to River Valley Insurance and understands how his/her job affects customers; establishes and maintains good relationships through interactions or work completed; projects a positive and professional image of River Valley Insurance.


  • The level of trustworthiness, character, professionalism, confidentiality, and honesty in dealing with internal or external customers.  

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate. Occasional travel is required.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to walk and sit. The employee is occasionally required to stand.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Full-Time/Part-Time Full-Time  
Shift -not applicable-  
FTE 1.0  
New or Replacement Replacement  
Number of Openings 1  
Exempt/Non-Exempt Exempt  
Req Number INS-13-00004  
Location RV Ins, Wausau, WI  
About the Organization River Valley Bank is excited at the prospect of YOU joining our team. We are an Incredible Organization with a passion for our customers and our employees.
Any candidate that would like to review our Equal Employment Opportunity/Affirmative Action Policy Statement, please CLICK HERE to open.

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