Sales & Distribution Manager - Central California

Berkley•Walnut Creek, CA

1d•$110,000 - $140,000•Hybrid

About The Position

The Manager of Sales & Distribution – Northern California is responsible for the core Bay Area and Central Coast Sales Territory. The heaviest concentration of agents are located in San Francisco, San Jose/South Bay and Walnut Creek/East Bay. This role is all about sales solicitation and the sales management of assigned brokers/producers and generating programs sales. The job involves setting in motion sales plans and driving the necessary strategies and sales actions needed to maximize profitable growth for Preferred Employers in this territory. This is a dual-purpose/dual-role function representing both Preferred Employers Insurance Company and Preferred's captive agency, Preferred Connect Insurance Center, LLC. This is an "on-the-road" type function requiring lots of windshield time, high-level of communications skill, direct broker contact and direct selling contact with targeted prospects/clients. Job demands ongoing sales prospecting and finding qualifying deals originating from territory. Expectation is that candidate will operate out of their automobile, their home office and PEI’s Walnut Creek/San Diego office as needed from time to time.

Requirements

BA/BS degree from an accredited institution, or equivalent.
Strong written and verbal communication skills, attention to detail and deadline structures.
Ability to work both independently and collaboratively with all levels of staff.
Proficient with MS Office software.
Active California Insurance Broker-License.
10+ years of insurance experience.

Nice To Haves

California specific experienced a plus.

Responsibilities

Develop, implement and drive sales plans with both current brokers and new brokers to meet company goals.
Identify, develop, implement, and manage program sales plans with target groups of business owners to meet both Preferred’s sales goals.
Monitor both new sales and retention metrics monthly to ensure premium plan goal achievement.
Works closely with all company departments to optimize PEI’s brand offering to the marketplace.