Group Benefits Regional Sales Manager

Amwins; Shasta Lake (CA); On-site; USD 100,000 - 115,000; Full time

Job summary

Amwins Connect is seeking a Regional Sales Manager for California to lead broker relationships and drive growth. Based in California with remote capability, you will develop tailored employee benefits solutions, manage broker portfolios, and coordinate with cross-functional teams to expand market share.

You will rely on a consultative approach, leverage Salesforce and other tools, and travel for conferences.

Qualifications

• Proven sales experience with group medical or ancillary insurance.
• Track record of over-achieving goals.
• Solutions-oriented mindset.
• Experience with Salesforce.com or similar CRM.
• Current Life & Health insurance license.
• Proficient in MS Office, especially MS Outlook and Excel.
• Effective communication, negotiation, and interpersonal skills.

Responsibilities

• Build productive, long‑lasting relationships by identifying and evaluating broker needs through education, advising, and growing brokers' revenue with a consultative approach.
• Work with brokers to develop insurance solutions that will meet their clients’ needs.
• Utilize various methods of communication to contact and cultivate relationships, including in-person broker visits, presentations, and phone/online communications.
• Leverage company tools and technology to enhance broker relationships and drive sales activities.
• Create territory/account plans including opportunity development, competitive strategies, and targets.
• Identify and create new opportunities and collaborate with sales leaders and cross-functional teams to increase the prospect funnel.
• Understand technology solutions available in employee benefits including Benefit Administration systems and underwriting tools.
• Track and communicate market trends to/from the field and develop effective counter strategies.
• Represent Amwins Connect by attending meetings, events, and training to maintain a competitive advantage.

Skills

Sales experience

Goal achiever

CRM—Salesforce

Communication skills

Time management

Travel eligible

ACA knowledge

Life & Health license

Tools

Salesforce

MS Outlook

MS Excel

Employee Navigator

Ease

Benefix

Formfire

Job description

Regional Sales Manager

California (remote)

Amwins Connect ("Connect") is conducting a candidate search looking for a Regional Sales Manager for California.

Connect is now one of the largest group brokerage general agencies in the US with national distribution. By combining seven of our group benefits operating companies, we have created a business with over 100+ years of experience under the Amwins’ brand, Connect houses a comprehensive collection of group benefits products available for national distribution. Products include large and small group medical for fully insured and self-funded, dental, vision, lifelong-term insurance plans, specialty and captive programs, and third‑party administrative services. Please visit www.amwinsconnect.com

Amwins is the largest wholesale brokerage and group insurance administrator in the US with annual placed premiums more than $44.5B. We are privately held with the employees owning the majority stake. We have over 63 operating companies across 5 divisions, over 175+ locations around the world, and 7.5k employees. Amwins has expertise across a diversified mix of property, casualty, and group benefits products, and offers value‑added services to support these products, including product development, underwriting, premium and claims administration, and actuarial services. Please visit our website at www.amwins.com.

Position Overview

The Regional Sales Manager is a crucial member of the Amwins Connect high performing growth and revenue generating team. We are seeking a Regional Sales Manager to play a key role in developing, maintaining, and growing retail broker relationships. The role requires managing, negotiating, and advising brokers with a consultative approach.

Position requires market-based knowledge to provide brokers with tailored employee benefit solutions, including fully insured and self-funded programs across all benefit lines. The duties include cultivating new broker partnerships by generating broker leads, qualifying prospects, and managing our portfolio of products and services.

Responsibilities

• Build productive, long‑lasting relationships by identifying and evaluating broker needs through education, advising, and growing brokers’ revenue with a consultative approach.
• Work with brokers to develop insurance solutions that will meet their clients’ needs.
• Utilize various methods of communication as primary means of contacting and cultivating relationships to include in‑person broker visits, presentations, in addition to phone and online communications.
• Leverage company tools and technology (Salesforce, Employee Navigator, Ease, Benefix, Formfire) to enhance broker relationships and drive sales activities.
• Create territory/account plans including opportunity development, competitive strategies, and targets.
• Identify and create new opportunities and work with sales leaders and cross functional teams to continuously increase prospect funnel.
• Understand technology solutions available in the employee benefit marketplace including Benefit Administration systems and underwriting tools.
• Track and communicate market trends to/from the field including competitor data and develop effective counter strategies.
• Work in a team environment that includes best‑in‑class “?? ?? ??”??……..……??…“??…….?? ??? ?? onto;??……So no? ?? for… …….. ? “? […do?…....”.
• Represent Amwins Connect by attending meetings, events, and training to maintain a competitive advantage.
• Consult with brokers and carriers to provide underwriting information to the carrier.
• Develop deep relations with Amwins Connect carrier partners.

Qualifications

• Proven sales experience with group medical or ancillary insurance experience.
• Track record of over‑achieving goals.
• Solutions‑oriented mind‑set.
• Experience working with Salesforce.com or similar CRM, with strong knowledge of various sales techniques and pipeline management.
• Current Life & Health insurance license.
• Proficient in MS Office software, especially MS Outlook and Excel.
• Effective communication, negotiation, and interpersonal skills.Self‑motivated and achievement driven.
• Exemplary time management skills.
• Firm grasp on ACA and local insurance markets.
• Ability to travel for internal conferences and/or training.

Core Competencies

• Expertise: Develops job knowledge and expertise through continual professional development. Uses technology and reporting to drive sales objectives.
• Brand Ambassador: Represents the Amwins Connect brand during all customer and prospect interactions.
• Educator: Educates customers on the product, service and solution strategy that will benefit them financially and professionally.
• Strategic Focus: Monitors industry competitors, new products, and market conditions.
• Team oriented/strong interpersonal skills. Comfortable working with dynamic and diverse customers, and able to handle personalities and situations with a positive can‑do attitude.

Equal Opportunity Policy

The acceptance of the requested information for consideration and referral of candidates will be without regard to a candidate’s race, creed, color, age, gender, marital status, veteran status, national origin, sexual orientation/identification/expression, disability status, or weight and will be based solely on the candidate’s qualifications for the position. We are an equal opportunity employer.

Pursuant to California regulation, the compensation range for this position is as stated and includes eligibility for performance‑based bonuses.

California Pay Range: $100,000 USD - $115,000 USD