About The Position

The Regional Risk & Insurance Manager aligns with product and geography to grow regional revenue for insurance, Risk Management, and ECIB products. The role supports and protects the network through ongoing regional training and serves as the local product expert for Risk Management and Insurance. The manager owns high-value insurance targets and is responsible for increasing new net revenue, developing regional accounts, and implementing programs for insurance and bond sales across branches. The role tracks customer bond renewals and insurance opportunities in CRM, supports sales and account-management targets, and works toward insurance revenue goals. The position also provides training on limited liability, claims, and transactional insurance sales; supports security incidents and claims resolution; advises Sales, Account Management, and Product Management as a subject matter expert; and participates in industry events while obtaining relevant certifications. Extensive travel throughout the region is expected.

Requirements

  • Three to five years of sales experience is desired.
  • Demonstrated continued growth in industry knowledge, including proficiency when speaking with customers and internal stakeholders.
  • Demonstrated success meeting quotas, targets, and sales or revenue goals.
  • Excellent spoken and written communication skills, including the ability to speak effectively in classroom and sales settings.
  • Ability to pursue targeted companies and drive sales opportunities independently.
  • Ability to demonstrate expertise and build credibility with insurance buyers.
  • Ability to build influence through effective internal and external networking.
  • Ability to foster and maintain relationships with key influencers.
  • Willingness to travel extensively throughout the region on a regular basis.
  • Hands-on, business-minded approach; self-starter; detail-oriented; and capable of managing time and territory.
  • Ability to work with minimal supervision.
  • Four-year college degree.
  • Completion of the Expeditors Insurance Course.
  • Must obtain and maintain an Insurance Producer’s license.

Nice To Haves

  • Three to five years of sales experience.

Responsibilities

  • Align with product and geography to grow regional revenue for insurance, Risk Management, and ECIB products.
  • Support and protect the network through ongoing training within the region and serve as the local product expert for Risk Management and Insurance.
  • Own high-value insurance targets, including house policies, brokered policies, claims management, loss-control risk assessment, and cargo signal.
  • Make 32 sales calls per month, including 24 in-person calls; attend two networking events per month; and produce five proposals and two closes per month.
  • Develop and actively pursue the region's Top 25 “A” / GAM accounts and maintain a diversified mix of customers and targets.
  • Teach and track annual limited-liability and claims training for employees in the region, recording results in PDC.
  • Teach and track transactional insurance selling for customer-interacting, quoting, and/or pricing employees, recording results in PDC.
  • Design and implement a desk-level insurance-selling program in every branch, targeting at least 10% annual growth over the previous year.
  • Design and implement a bond-sales program in every branch that grows at the same pace as entry-count growth, with the goal of 100% bond coverage of customers.
  • Maintain a database tracking customer bond renewal dates and status.
  • Ensure CRM customers in each district have a renewal date recorded or information indicating insurance is not a marketable product for that customer.
  • Track insurance sales and account-management targets and use diplomacy, education, and leadership to help sales representatives reach insurance revenue goals.
  • Support Service Provider and Security, Health and Safety functions as needed during security incidents.
  • Support CHQ claims with underlying carrier claims and facilitate timely communication regarding PNCs and claim resolution.
  • Support Sales, Account Management, and Product Management on targeted accounts as a subject matter expert.
  • Attend and participate in industry events and obtain appropriate certifications.

Benefits

  • Paid vacation, holiday, and sick time
  • Medical health plan
  • Life insurance
  • Employee Stock Purchase Plan
  • Training and Personnel Development Program
  • Growth opportunities within the company
  • Employee Referral Program
  • Bonus
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