West Bend Insurance Company · 2 months ago
Sr. Regional Sales Manager
Field
Full-time
Hybrid
Mid, Senior Level
$95K/yr - $118K/yr
5+ years expWest Bend Insurance Company is recognized as a top workplace and is seeking a Sr. Regional Sales Manager to drive profitable growth by building strong partnerships with independent agencies. The role involves developing strategic sales plans, providing training and support, and collaborating with underwriting to achieve business goals.
Financial Services
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
Qualification
Required
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
Bachelor's degree in Marketing, Business, Insurance or related field
Must have CIC or CPCU designation
Must have a valid agents' license
Must have a valid drivers' license with a clean driving record
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
Company
West Bend Insurance Company
For more than 130 years, West Bend has been a trusted provider of insurance products, serving the diverse needs of business, home, and automobile owners.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Dave Ertmer
Sr. Vice President & Chief Operating Officer
Company data provided by crunchbase