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CSAA Insurance Group
CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the top personal lines property and casualty insurance groups in the U.S. Our employees proudly live our core beliefs and fulfill our enduring...
May 2, 2025
OK
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CSAA Insurance Group
We are Mobilitas, a commercial insurance company created by CSAA Insurance. Our mission is to reinvent commercial insurance in the mobility space by providing technologically advanced solutions for to...
May 1, 2025
WY
CSAA Insurance Group
We are Mobilitas, a commercial insurance company created by CSAA Insurance. Our mission is to reinvent commercial insurance in the mobility space by providing technologically advanced solutions for to...
May 1, 2025
CA
CSAA Insurance Group
We are Mobilitas, a commercial insurance company created by CSAA Insurance. Our mission is to reinvent commercial insurance in the mobility space by providing technologically advanced solutions for to...
May 1, 2025
CO
Market Generation Consultant, Lead -Oklahoma - Hybrid
OK
May 2, 2025
$105,300 - $117,000 a year
CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the top personal lines property and casualty insurance groups in the U.S. Our employees proudly live our core beliefs and fulfill our enduring purpose to help members prevent, prepare for and recover from life's uncertainties, and we're proud of the culture we create together. As we commit to progress over perfection, we recognize that every day is an opportunity to be innovative and adaptable. At CSAA IG, we hire good people for a brighter tomorrow. We are actively hiring for a Market Generation Consultant, Lead - Oklahoma -Hybrid. Join us and support CSAA IG in achieving our goals.    
Your Role: The Market Generation Consultant, Lead (MGC Lead) will own and manage relationships with agents and local sales leaders of our P&C Insurance distribution partners to drive profitable growth. They will support partner agencies in expanding sales volume, identify and close new sales opportunities, and meet sales and revenue targets. The MGC Lead will advocate for the adoption and usage of CRM and other management tools, collaborate with business leaders to ensure MGCs are equipped with up-to-date communications, and manage field relationships with national partners, including agency expansion and profitability plans
Your work:

• Accountable for achievement of sales results within defined territory as measured by monthly scorecards 

• Leads Market Generation Consultant initiatives across region(s), including countrywide initiatives.  

• Responsibilities include some coaching, developing, mentoring, implementing and managing tactical plans in support of strategies for all personal lines insurance products.  

• Ensures consistent application of efforts on desired priorities and initiatives. 

• Develops and maintains strong relationships with agents and influencing distribution partners to increase sales production,  

• Owns relationship with agents and local sales leaders 

• Responsible for developing and implementing sales strategies to drive growth and business goals in their markets. 

• Accountable for utilizing available tools for driving profitable growth (ex: discretionary budget, sales incentives) 

• Acts as a field subject matter expert in product and delivery in multiple distribution channels and across multiple regions or states. 

• Territories could include complex or new state/club/channel combinations 

• Drive agent adoption of product enhancements, initiates audits, and develops/implements methods to improve performance. 

• Primary product and market expert on industry, competitor activity, and agent experience; identifies market trends and agent needs and communicates product or market opportunities to drive business strategy, communicates action taken and updates to sales agents as appropriate. 

• Works with distribution partners to identify root causes and resolves issues; often times involving working with multiple cross-functional departments to drive solutions (underwriting, claims, and customer service). 

• Working with partners, develops and implements sales strategies and incentives to support product strategy and maximize growth opportunity. 

• Own cross functional relationship to share wins and opportunities with partners driving growth in other channels in the same territory 

• Uses a structured approach with the ability to be agile to accommodate changes in business priorities. Utilizes iterative processes that will develop and grow with the business. Uses a structured process for launching training sessions and workshops in the field that drive key KPIs (e.g., new, renewal, retention, AWP business). 

• Spends face to face time, onboarding new agents, including training on product, systems, state specific guidelines and conduct quote review 

• Utilize internal, and rater based data to identify opportunities to improve agencies efficiencies and effectiveness 

• Example tactics include developing and conducting sales training and incentives, collaborating with sales leadership, and driving adoption of our insurance products and services independently. 

• Drives and consults on overall business strategy and messaging to create value, maximize growth, and improve the business performance of our distribution partners. 

Required Experience, Education and Skills

• Bachelor degree or equivalent education and experience 

• A valid driver's license and insurable driving record or alternative transportation to safely travel between sites is required

• 10+ years of outside business to business sales experience or experience in property and casualty insurance sales, product management, or related role 

• Advanced knowledge of the property and casualty insurance industry 

• Great communication with product, operations, and marketing teams  

• Ability to plan and execute sales calls and presentations to customers to include capturing business from competitors 

•  Able to cover large geographical sales territory (overnight travel required) 

• Travel required, more than 50%  

What would make us excited about you? 

• Master of Business Administration (MBA) 

• CPCU 

• Analytical & Problem-Solving skills (working with agency and industry data) 

• Sensitivity and ability to effectively deal with cross-cultural diversity; capability of managing managers and people from remote sites; proven leadership skills. 

• Interpersonal skills to manage conflict and negotiate vendor and cross functional issues 

• Competency to identify project scope and impact of strategies, tactics and decisions on overall business 

• Actively shapes our company culture (e.g., supporting employee resource groups, mentoring employees, volunteering, joining cross-functional projects) 

• Champions our cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.) 

• Demonstrates a company ownership mindset, thinking beyond boundaries of their own area  

• Travels as needed for role, including divisional / team meetings and other in-person meetings 

• Fulfills business needs, which may include investing extra time, helping other teams, etc 

CSAA IG Careers   
At CSAA IG, we're proudly devoted to protecting our customers, our employees, our communities, and the world at large. We are on a climate journey to continue to do better for our people, our business, and our planet. Taking bold action and leading by example. We are citizens for a changing world, and we continually change to meet it.  
Join us if you... 

• BELIEVE in a mission focused on building a community of service, rooted in inclusion and belonging. 

• COMMIT to being there for our customers and employees. 

• CREATE a sense of purpose that serves the greater good through innovation.  

Recognition: We offer a total compensation package, performance bonus, 401(k) with a company match, and so much more!Read more about what we offer and what it is like to be a part of our dynamic team at [https://careers.csaa-insurance.aaa.com/us/en/benefits](https://careers.csaa-insurance.aaa.com/us/en/benefits) 
In most cases, you will have the opportunity to choose your preferred working location from the following options when you join CSAA IG: remote, hybrid, or in-person. Submit your application to be considered. We communicate via email, so check your inbox and/or your spam folder to ensure you don't miss important updates from us.
If a reasonable accommodation is needed to participate in the job application or interview process, please contact [TalentAcquisition@csaa.com](mailto:TalentAcquisition@csaa.com).  
As part of our values, we are committed to supporting inclusion and diversity at CSAA IG. We actively celebrate colleagues' different abilities, sexual orientation, ethnicity, and gender. Everyone is welcome and supported in their development at all stages in their journey with us. 
We are always recruiting, retaining, and promoting a diverse mix of colleagues who are representative of the U.S. workforce. The diversity of our team fosters a broad range of ideas and enables us to design and deliver a wide array of products to meet customers' evolving needs. 
CSAA Insurance Group is an equal opportunity employer. 

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Market Generation Consultant, Lead -Oklahoma - Hybrid
CSAA Insurance Group
OK
May 2, 2025
$105,300 - $117,000 a year
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