Regional Sales Manager - Pennsylvania

Convelo Insurance Group

About The Position

Convelo is a managing general agent and wholesale broker positioned perfectly to give agents and brokers easy access to the most competitive specialty insurance products in the healthcare, senior living, non-profits, human services, and other sectors. Convelo is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives and we strive to do the same for our employees.

Requirements

Bachelor’s degree or equivalent experience in business or related field.
A minimum of 5-7 years of commercial lines insurance experience, demonstrating an expertise with a variety of sales and insurance concepts, practices, and procedures.
3+ years of territory/region management experience

Nice To Haves

Professional designations (CIC, CPCU, ARM) highly desired.
Prior underwriting experience preferred.
E&S experience a plus.

Responsibilities

Drive financial performance of assigned region
Create, manage, and meet/exceed annual new business production plan through consistent visibility and developing significant relationships
Create, manage, and meet/exceed a direct written premium plan through ongoing management
Responsible to achieve/exceed profitability in coordination with Underwriting partners
Develop and implement an annual regional sales plan in partnership with Underwriting
Manage Territory Distribution
Work to position Convelo as a lead partner organization for Non-Profits, Human Services, Education Institutions, and/or Religious Organizations.
Develop annual agency/broker business plans with select partners and hold accountable through various metrics (submissions, premium commitment, pipeline, etc.)
Differentiate distribution support based on agency assessments, including driving production with relationships with aggressive growth potential, while also helping to maintain relationships with larger, more-tenured books of business.
Takes ownership and sets an example for the organization, in all communications, with high ethical integrity.
Learn & provide exceptional knowledge of Convelo’s product and appetite while also demonstrating outstanding knowledge of competitors’ products.
Schedule and run agency visits with distribution partners to drive production & profitability results.
Collaborate with Underwriting on account pipeline development, book roll opportunities and key relationships to proactively manage the sales process.
Conduct regular territory reviews with Underwriting with focus on new business, renewal business and profitability performance to plan.
Assist in development & understanding of competitors products & pricing strategies in marketplace while also providing “street level” feedback.
Develops & adheres to annual regional budget.