Windward Risk Managers · 5 hours ago
Sales Development Manager - (San Francisco Bay Area)
United States
Full-time
Remote
Mid Level
3+ years expWindward Risk Managers is seeking a Sales Development Manager responsible for maintaining ongoing contact with agencies to enhance customer service and increase sales. The SDM will focus on achieving key metrics related to production, sales quality, and competitive intelligence while managing relationships with agents in their assigned region.
FinanceInsuranceProperty Insurance
No H1B
Responsibilities
The SDM’s measure of success is broken into key annual objectives with specific metrics agreed upon with the Director of Sales:
The SDM 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. The goal for the SDM is to move a % of agents into a higher premium ban while maintaining agents with existing premium
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 full appointed 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 conference 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)
Qualification
Required
Bachelor's Degree or equivalent training and experience
3 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
Proficiency with MS Office systems including Word, Excel, Outlook, Teams, and PowerPoint
Must be a self-starter with the ability to work independently
Ability to adapt to changing priorities
Preferred
At least 3 years' experience in a P&C insurance sales capacity
Company
Windward Risk Managers
Windward Risk Managers is an MGA for homeowners carriers, overseeing Florida Peninsula, Edison, and Ovation.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase