Regional Sales Manager - Remote (San Francisco Bay Area) jobs in United States
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Windward Risk Managers · 1 week ago

Regional Sales Manager - Remote (San Francisco Bay Area)

Windward Risk Managers is seeking a California Regional Sales Manager responsible for hiring, training, and managing the sales team. The role focuses on developing relationships with agents, enhancing customer service, and achieving sales objectives.

FinanceInsuranceProperty Insurance
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Responsibilities

The Regional Sales Manager will be measure against metrics areas of Quotes, Applications, Profitability and Retention
This will measure the number of agents with the defined bands at the beginning and the end of the calendar year
Works with team to implement a consultative selling approach in which we obtain an in-depth understanding of how our agents do business and what needs are important to them
Collecting Agency Profile Information - goal is to have all profile fields completed for 90% of our contracted agents
Contact Management - implement and track the number of face-to-face visits and phone contact with agencies. All contact information to be entered in Sugar database
Surface and comment any changes taken place in the marketplace by our competitors. Document information on weekly report that is submitted to Director
Update and document a weekly activity report that will be discussed on weekly departmental call
Periodically meet with senior management to review regional goals per agent; strategies for contact management and competitive intelligence
Utilization of the Inside Sales Rep Team (ISR)
Working with the SDM’s in the field to assist building agent relationships and train essential sales skills

Qualification

P&C insurance salesCA Excess & Surplus LicenseMS Office proficiencySales managementAnalytical skillsVerbal communicationWritten communicationAdaptabilitySelf-starter

Required

Bachelor's Degree or equivalent training and experience
5 or more years outside sales experience
CA Excess &Surplus License required (must be obtained within the first 30 days of employment)
Excellent verbal and written communication and analytical skills necessary
Able to handle multiple tasks with varying deadlines

Preferred

At least 10 years' experience in a P&C insurance sales capacity

Company

Windward Risk Managers

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Windward Risk Managers is an MGA for homeowners carriers, overseeing Florida Peninsula, Edison, and Ovation.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase