Sr. Regional Sales Manager
About The Position
The role is responsible for driving profitable growth within an assigned territory by developing and executing strategic plans with independent insurance agencies. This position focuses on generating new business through agency prospecting and appointments, strengthening existing partnerships, and supporting sales initiatives through performance management, training, and targeted promotions. The role serves as a primary point of contact for agents, collaborates closely with sales and underwriting teams, analyzes market and territory performance, and provides insights to leadership to support growth, service excellence, and informed underwriting decisions.
Requirements
- 5 years of professional experience in the property/casualty insurance industry.
- In-depth knowledge of insurance products, underwriting processes, and industry regulations.
- Proficient in the utilization of Word, Excel, PowerPoint, Outlook, Microsoft Teams, Microsoft Dynamics, SharePoint, and Power BI.
- Strong analytical, negotiation, and communication skills.
- Works independently and collaboratively with cross-functional teams.
- Results-oriented with a history of achieving or exceeding sales goals.
- Must have a valid agents’ license.
- Must have a valid drivers’ license.
Nice To Haves
- Bachelor’s degree in Marketing, Business, Insurance or related field
- Must have CIC or CPCU designation.
Responsibilities
- Develop and execute strategic plans to maximize business opportunities through independent insurance agencies within the assigned territory.
- Support, measure, and monitor internal and external sales efforts including short-term promotions, social media opportunities, rollovers, co-op, etc.
- Create specific goals for each agency that support and stimulate corporate profit and growth objectives.
- Analyze market trends, policy changes, competitor activities, and regulatory changes to identify growth prospects and best practices.
- Conducts agency performance evaluations and monitors Partners in Excellence program.
- Generate new business by prospecting and appointing new agencies and building successful partnerships with them.
- Work closely with the sales team to meet or exceed sales targets within the territory.
- Provide product and service information to agents, address inquiries and concerns.
- Cultivate and maintain strong relationships with agents, underwriters, and other stakeholders in the territory.
- Act as a primary point of contact for agents, ensuring excellent customer satisfaction and addressing agent needs.
- Collaborate with underwriting teams.
- Provide insights and feedback from the territory to support underwriting decisions.
- Tracks critical agency issues to identify training needs or gaps in service.
- Monitor and analyze territory performance.
- Prepare regular reports on key metrics and market trends.
- Provide feedback to Sales and UW leadership teams on opportunities for improvement and areas of success.
- Conduct training sessions for agencies on new products, services, and industry updates.
- Responsible for creating training and sales programs, promotions, events, and other activities utilizing teleconferences, webinars, and social media that assist agents in their sales/profit improvement activities.
Benefits
- Medical & Prescription Insurance
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Short and Long Term Disability
- Flexible Spending Accounts
- Life and Accidental Death & Disability
- Accident and Critical Illness Insurance
- Employee Assistance Program
- 401(k) Plan with Company Match
- Pet Insurance
- Paid Time Off. Standard first year PTO is 17 days, pro-rated based on month of hire. Enhanced PTO may be available for experienced candidates
- Bonus eligible based on performance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
