About The Position

The Regional Risk & Insurance Manager aligns with product and geography to grow regional revenue from insurance, Risk Management, and ECIB products. The role supports and protects the network through ongoing training and serves as the local subject-matter expert for Risk Management and Insurance. The manager owns high-value insurance targets and is responsible for growing new net revenue by geography. The role includes customer outreach and networking, developing and pursuing top regional accounts, and managing insurance and bond sales programs and related customer data. The manager also trains employees on limited liability, claims, and transactional insurance sales; supports security incidents and claims resolution; and assists Sales, Account Management, and Product Management with targeted accounts. Extensive, regular travel throughout the region is expected.

Requirements

  • Three to five years of sales experience is desired.
  • Continually develop industry knowledge and demonstrate 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 who is detail-oriented and skilled in time and territory management.
  • Ability to work well 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 is desired.

Responsibilities

  • Grow regional revenue for insurance, Risk Management, and ECIB products in alignment with product and geography.
  • Own high-value insurance targets and drive new net revenue growth within the geography.
  • 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, maintaining a diversified mix of customers and targets.
  • Teach and track annual limited-liability and claims training for employees in the region, recording completion in PDC.
  • Teach and track transactional insurance sales training for customer-interacting, quoting, and pricing employees, recording completion in PDC.
  • Design and implement a desk-level insurance sales program in every branch, targeting at least 10% annual growth over the prior year, measured by revenue growth separate from policy sales.
  • Design and implement a bond sales program in every branch, growing at the pace of entry-count growth and increasing bond coverage to 100% 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 of at least 5% or $5,000 of total monthly revenue.
  • Support Service Provider and Security, Health and Safety as needed during security incidents.
  • Support CHQ claims with underlying carrier claims and timely communications 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.
  • Travel extensively and regularly throughout the region.

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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