Regional Executive

LIO Insurance; United States; On-site; USD 66,000 - 140,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) Retirement Savings

Flexible Time Off

Employee Assistance Program (EAP)

Pet Insurance

Job summary

LIO Insurance is seeking a Regional Executive to drive profitable revenue growth across a defined U.S. region, leveraging retail agencies, carriers, and digital affiliates.

You will own regional plans to hit submission, premium, and loss ratio goals, while serving as a key external representative to brokers, carriers, and industry partners. You will travel locally and regionally, manage a pipeline, and work with underwriting to maximize production.

Qualifications

• Ability to collaborate at all levels and work in a team.
• Experience working in a virtual, global organization and prioritizing tasks.
• Respect for diverse skills and backgrounds at all levels.
• Proven ability to build a partnership culture delivering solutions.
• Excellent communication and leadership skills.
• Strong interpersonal, analytical, and influencing abilities.
• Strong project management experience—planning and execution.
• Capable of multi-tasking in a small, entrepreneurial team.
• Adaptable to fast-paced, changing environments.
• Accountable with structured work habits and organization.

Responsibilities

• Achieve annual gross written premium and submission goals for the region.
• Identify trends and customer needs; build short-, mid-, long-term sales pipeline.
• Maximize regional production through broker visits and events; represent LIO.
• Drive revenue by solving broker/partners' problems; aim for 100% task execution.
• Set and track new business production goals with brokers/partners monthly.
• Provide and evaluate production and task reports; adjust plans as needed.
• Conduct 12+ customer visits weekly (in-person/virtual).
• Identify and execute book roll opportunities for new product offerings.
• Offer feedback to improve outbound sales and business development strategies.
• Complete continuing education or industry designation work.

Skills

Collaboration

Leadership

Communication

Project management

Adaptability

Relationship building

Influencing skills

Multi-tasking

Virtual collaboration

Education

Bachelor's Degree

Insurance designations (AINS/CPCU)

Tools

ZenDesk

Job description

Summary / Objective

The Regional Executive is responsible for driving profitable revenue growth within an assigned geographic area of responsibility, utilizing all LIO distribution channels including retail agencies, insurance carriers, and digital affiliates. This position owns the development and execution of the regional plan required to hit goals for submission, premium production, and loss ratio, and serves as a key external representative of LIO Insurance with brokers, carriers, and industry partners.

Essential Duties & Functions

• Achieve annual gross written premium and submission business plan for the assigned region.
• Identify trends and customer needs, building a short-, medium-, and long-term sales pipeline in accordance with the annual business plan through close collaboration with the field underwriting team.
• Maximize regional production through broker visits and industry events, serving as a key external representative of LIO Insurance with industry colleagues and trading partners.
• Drive revenue by solving problems for broker and strategic partners, with a goal of 100% execution of task completion.
• Set agreed-upon new business production goals with key broker and strategic partners and track progress monthly.
• Provide and evaluate production and task completion reports against sales execution plans; update and adjust plans on an ongoing basis throughout the year.
• Conduct a minimum of 12+ customer visits weekly (a combination of in-person and virtual visits), coordinating and leveraging underwriting team activity and relationships to maximize regional production.
• Identify and execute book roll opportunities for current and new product offerings.
• Provide constructive feedback to help develop and implement outbound sales and business development strategy, sales processes, structure, and best practices across the company.
• Complete a continuing education course or industry designation, embodying LIO's growth mindset culture and working toward subject-matter expertise.

LIO LIFE — What We Value

• The Customer Lens -- Prioritizing our relationships, service, and needs of our customers.
• Innovative Thinking -- Fostering an environment that empowers and sustains bold thinking and actions.
• Balance -- Creating an inclusive, diverse, and holistic balance to meet our personal and professional needs.
• Simplicity -- Striving for simplicity in our service, products, and processes.
• Accountability -- Owning our results and learning from them.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Demonstrated ability to successfully collaborate at any level, individually and within a team.
• Ability to work in a virtual environment within a global organization, effectively prioritizing and executing tasks.
• Demonstrates respect for the diverse skills, personalities, and backgrounds of others at any level in the organization.
• Proven ability to build a partnership culture that delivers the best solution for the business.
• Excellent communication and leadership skills.
• Strong interpersonal, analytical, and influencing skills.
• Strong project management experience — planning the work and working the plan.
• Ability to multi-task and work effectively in a small, entrepreneurial team environment.
• Ability to work in a fast-paced and changing environment.
• Accountable for outcomes; self-structured with strong organizational skills.

Required Education And Experience

• Bachelor's Degree.
• Demonstrated track record in outside sales, business development, or insurance distribution, including experience managing broker or agency relationships.

Preferred Education And Experience

• Experience with ZenDesk.

Additional Eligibility Requirements (Certificates, Licenses, Required/Preferred)

• AINS, CPCU, or other insurance designations preferred.
• Valid driver's license and reliable transportation required; must maintain an acceptable motor vehicle record and proof of auto insurance.

Compensation

Competitive base salary of $65,500–$140,250 annually, plus commission-draw eligibility. Earn commission on every dollar of new gross written premium (GWP) you produce — the more you grow the region, the more you earn. Final compensation is determined based on experience and location.

LIO Life — Our Benefits

• Medical, Dental, and Vision Coverage
• HSA, FSA, and Dependent Care Savings Accounts
• Employer-Paid Short-Term Disability, Long-Term Disability, and Basic Life Insurance
• Voluntary Life and AD&D Benefits
• 401(k) Retirement Savings Plan
• Flexible Time Off
• Employee Assistance Program (EAP)
• Voluntary Pet Insurance

Work Environment

This job operates in a professional office environment, with regular local and regional travel for broker and customer visits. This role routinely uses standard office equipment.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to travel by car, and occasionally by air, throughout the assigned region; sit for extended periods while driving or working at a computer; and stand, walk, and use hands to handle materials. The employee must occasionally lift or move materials up to 20 pounds.

Position Type / Expected Hours of Work

This is a full-time position. Expected days and hours of work are Monday through Friday, 8:30 a.m. to 5:00 p.m. This position may require extended hours and weekend work based on business need.

Travel

Regular travel within the assigned region is required to conduct broker visits, attend industry events, and maintain the minimum weekly customer visit cadence.

EEO Statement

LIO Insurance provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, creed, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.