You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.
Key Outcomes
• Increased submission flow, new business conversion, and written premium growth into Small Business through disciplined local engagement and execution
• Improved agent, producer, and CSR clarity on appetite, workflows, and “how to do business” with CNA
• Strong connectivity between agencies and underwriting, resulting in fewer stalled deals, faster issue resolution, and improved partner experience
• Execution of effective territory and agency management plans that support sustainable growth and placement behavior
JOB DESCRIPTION:
Primary Responsibilities (% of time)
Day-to-Day Sales Execution 35%
Drive individual submission deal flow into Small Business; manage local pipelines and weekly execution plans
Execute agency growth plans for assigned agencies and prioritized geographies, aligning activity to portfolio goals
Conduct regular in-person and virtual engagement with frontline producers and CSRs, including training, appetite refresh, workflow enablement, and quoting navigation
Create demand for CNA’s Small Business products by reinforcing appetite fit, speed-to-quote pathways, and ease-of-doing-business advantages
Execute national partner and growth strategies locally, as directed by National Sales Executives
Territory & Agency Management 20%
Own and manage the assigned territory, taking accountability for production results, pipeline health, and execution discipline
Build and execute agency-level engagement strategies, including business planning, prioritization, training, and optimization actions
Adjust focus across agencies and segments based on performance, opportunity, and strategic importance
Agent / CSR Enablement & Local Presence 25%
Become the “known face” in-market: ensure agencies know who to call, what CNA wants to write, and how to submit effectively
Establish credibility as a trusted advisor through product knowledge, underwriting appetite clarity, and workflow guidance
Partner with internal stakeholders to coordinate onboarding and ensure early and sustained production from new appointments
Underwriting Connectivity 15%
Build strong connectivity between Underwriting and the agent-broker community to facilitate account-level collaboration and remove friction
Reinforce underwriting appetite, submission quality standards, and best practices to improve hit ratios and conversion
Help agents and CSRs “submit to win” by improving fit, documentation quality, and execution timing
Market Awareness & Performance Management 5%
Maintain awareness of local market dynamics, competitor activity, and agent feedback; share insights with Regional Sales Director and partners
Support portfolio health within the territory by influencing mix of business, submission quality, and continuity of flow
Maintain activity discipline across agency visits, trainings delivered, pipeline movement, and conversion actions
Track results and report progress through the Regional Sales Director’s operating cadence
Provide structured feedback loops from field execution and agent behavior back to regional and national leadership
Qualifications
5+ years in commercial insurance distribution, agency management, or sales roles; Small Business experience strongly preferred
Demonstrated success driving producer and CSR adoption, territory growth, and improved conversion outcomes
Proven ability to collaborate effectively with underwriting and internal partners to remove barriers and accelerate flow
S kills, Knowledge & Abilities
Proven ability to drive Small Business submission flow, placement behavior, and conversion through disciplined, local sales execution
Strong territory and agency management capability, including prioritization, pipeline stewardship, and…