Group Benefits Regional Sales Manager

AmwinsSanta Rosa, CA
Remote

About The Position

Amwins Connect is seeking a Regional Sales Manager for California to play a key role in developing, maintaining, and growing retail broker relationships. The role requires managing, negotiating, and advising brokers with a consultative approach. This position requires market-based knowledge to provide brokers with tailored employee benefit solutions, including fully insured and self-funded programs across all benefit lines. The duties include cultivating new broker partnerships by generating broker leads, qualifying prospects, and managing our portfolio of products and services.

Requirements

  • Proven sales experience with group medical or ancillary insurance experience.
  • Track record of over-achieving goals.
  • Solutions-oriented mind-set.
  • Experience working with Salesforce.com or similar CRM, with strong knowledge of various sales techniques and pipeline management.
  • Current Life & Health insurance license.
  • Proficient in MS Office software, especially MS Outlook and Excel.
  • Effective communication, negotiation, and interpersonal skills.
  • Self-motivated and achievement driven.
  • Exemplary time management skills.
  • Firm grasp on ACA and local insurance markets.
  • Ability to travel for internal conferences and/or training.

Nice To Haves

  • Expertise: Develops job knowledge and expertise through continual professional development. Uses technology and reporting to drive sales objectives.
  • Brand Ambassador: Represents the Amwins Connect brand during all customer and prospect interactions.
  • Educator: Educates customers on the product, service and solution strategy that will benefit them financially and professionally.
  • Strategic Focus: Monitors industry competitors, new products, and market conditions.
  • Team oriented/strong interpersonal skills. Comfortable working with dynamic and diverse customers, and able to handle personalities and situations with a positive can-do attitude.

Responsibilities

  • Build productive, long-lasting relationships by identifying and evaluating broker needs through education, advising, and growing brokers’ revenue with a consultative approach.
  • Work with brokers to develop insurance solutions that will meet their clients’ needs.
  • Utilize various methods of communication as primary means of contacting and cultivating relationships to include in-person broker visits, presentations, in addition to phone and online communications.
  • Leverage company tools and technology (Salesforce, Employee Navigator, Ease, Benefix, Formfire) to enhance broker relationships and drive sales activities.
  • Create territory/account plans including opportunity development, competitive strategies, and targets.
  • Identify and create new opportunities and work with sales leaders and cross functional teams to continuously increase prospect funnel.
  • Understand technology solutions available in the employee benefit marketplace including Benefit Administration systems and underwriting tools.
  • Track and communicate market trends to/from the field including competitor data and develop effective counter strategies.
  • Work in a team environment that includes best-in-class back-office support and work to meet annual sales goals and company objectives.
  • Represent Amwins Connect by attending meetings, events, and training to maintain a competitive advantage.
  • Consult with brokers and carriers to provide underwriting information to the carrier.
  • Develop deep relations with Amwins Connect carrier partners.

Benefits

  • Eligibility for performance-based bonuses.
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