Career Search

Insurance Sales Strategic Resource Manager

System Search is currently recruiting for and Insurance Sales Strategic Resource Manager for the Charlotte, NC area:


  • The Strategic Resource Manager (SRM) plays a vital role in the growth and development of our operations and sales culture. The SRM reports to the Chief Sales Officer, and assists Management and Producers to achieve their goals. The SRM also works closely with corporate headquarters in Chicago to deliver ongoing initiatives to all locations of the region, and is an indirect report to the Corporate Sales Enablement, Vice President. SRMs act as Company’s sales operations & marketing manager to help generate new business and client retention. They are responsible for educating both Producers and Account Executives on the tools and resources that the Company has to offer, while finding innovative ways to showcase Company’s unique capabilities.

    Responsibilities of the Commercial Lines Account Manager include: 


      • Ownership of Company CRM System, CORE, managing monthly and annual sales reports and auditing integrity of data.
      • Creates and reviews actionable and accurate sales reports and dashboards for CSO regional leadership and Producers
      • Owns the end-to-end process of tracking the sales pipeline and operational metrics delivering regular insights to the business; defines and delivers techniques to improve the sales reporting process to CSO and regional leadership
      • Works closely with Operations team to maintain and improve data integration and integrity across CRM and Broker Management systems
      • Assists with development of scrubbed lead lists, RFPs, capabilities presentations, and benchmarking reports Marketing
      • Works with corporate Marketing & Communications in the creation of and execution of advertisements, microsites, email blasts, and enhancement of Producer social media presence
      • Creates custom sell sheets, placemats, and other sales collateral for regional needs and specialties
      • Develops and creates multi-media resources including videos and podcasts for the purposes of sales/internal training, success stories, industry expertise, etc.
      • Manages planning and logistics of all local marketing events and seminars
      • General problem solver and navigator for employees looking for COMPANY resources
      • Main point of contact for all Producer and Client facing tools & resources
      • Presents in-person and webinar hosted training sessions for individual Producers and office locations
      • Creates and maintains documentation on sales processes, policies, and create and provide relevant sales training materials to assist with onboarding new Producers
      • Main point of contact for COMPANY intranet system assisting with navigation and posting regional content
      • Works with CSO to onboard new Producers and acquired locations to promote their joining COMPANY

      Ideal Requirements of the Commercial Lines Account Manager:


        • 2-5 years of relevant experience required
        • Bachelor’s Degree required
        • Experience with a CRM system, preferably Microsoft Dynamics
        • Highly autonomous, able to take ownership of projects from planning through to execution with broad direction
        • Strong data management and analytical skills
        • Marketing solutions mentality
        • Creative critical thinker and problem solver, breaking complex issues into simple solutions
        • Exceptional communicator with sales teams, account team, leadership, and technical resources

        Other Job Titles considered include Account Executive, Customer Service Representative, CSR, Account Representative, Account Specialist, Account Associate, Client Relationship Manager, Client Engagement Specialist