Regional Sales Manager II

Jobtailor; Fond du Lac (WI); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Travel opportunities

Company vehicle provided

Job summary

Jobtailor seeks a seasoned Territory Manager to lead growth across western Wisconsin, including Janesville, Madison, Beloit, Stevens Point, Antigo, Rhinelander, and Eagle River. You will own production and profitability goals, build agency relationships, and guide risk selection with underwriting support.

This role demands strong communication, travel across the territory, and the ability to set sales strategies, review quotes, and manage agency performance at trade shows and conventions while

Qualifications

• Bachelor’s degree in business or related field.
• 5 years of professional Property/Casualty insurance experience with independent agents.
• Valid driver’s license and a satisfactory driving record.
• Willingness to travel regularly within the territory.
• Strong communication and persuasive skills.
• CPCU or CIC designation desirable.

Responsibilities

• Oversee the western Wisconsin territory and drive production and profitability.
• Identify territory trends and risks and recommend mitigation actions.
• Develop and set sales strategies and autonomous territory decisions.
• Assist underwriting in retaining business and generating profitable new business.
• Strengthen relationships with independent agencies and Society employees.
• Represent the company at trade shows and manage event leads.
• Review pending quotes and applications and follow up with agencies.

Skills

Property/Casualty insurance

Agency relationship management

Sales strategy development

Commercial underwriting

Client relationship building

Education

Bachelor’s degree in business or related field

CPCU/CIC designation desirable

Job description

Oversee the western Wisconsin territory, including Janesville, Madison, Beloit, Stevens Point, Antigo, Rhinelander, and Eagle River
Own production and profitability goals
Identify territory trends and state-specific risks and recommend risk-mitigation actions
Make autonomous territory decisions and help set sales strategies
Assist underwriting in retaining business and generate profitable new business through assigned agents
Develop and strengthen relationships with independent agencies, Society employees, and associations
Provide follow-up to ensure superior customer service
Assist with collecting past-due agency accounts as needed
Appoint or review assigned agencies for production and profitability
Terminate and prospect agencies as needed to achieve goals
Represent the company at trade shows and conventions and manage event leads
Assist agents with risk selection and marketing of company products and services
Review pending quotes and applications and follow up with agencies
Gather competitive information from agencies, industry networking, and the Department of Insurance
Educate agency personnel on company products, automation, and underwriting guidelines

Requirements

• Bachelor’s degree in business or related field
• 5 years of professional experience in Property/Casualty insurance, working with independent agents
• Valid driver’s license and a satisfactory driving record
• Regular travel throughout the assigned territory
• 3 years marketing and/or sales experience highly desirable
• Commercial underwriting experience highly desirable
• CPCU or CIC (or other related insurance designations) highly desirable
• Excellent communication and persuasive skills
• Strong business acumen and understanding of marketplace strategies
• Ability to use logic and analysis to solve difficult problems
• Ability to build relationships, negotiate, establish rapport, and gain trust

Core Competencies

Demonstrates expertise in Property/Casualty Insurance with a strong focus on relationship building, sales strategy development, and risk management. Proficient in underwriting processes and capable of driving profitability through effective agency management and market analysis.

Highest-signal resume keywords

• Property/Casualty Insurance Experience
• Agency Relationship Management
• Sales Strategy Development
• Commercial Underwriting Experience
• CPCU or CIC Designation

Hard Skills

• Risk Mitigation
• Market Analysis
• Sales Strategy
• Underwriting Guidelines
• Agency Appointments
• Competitive Information Gathering
• Customer Service Excellence
• Problem Solving
• Account Management
• Negotiation

Soft Skills

• Excellent Communication
• Persuasive Skills
• Strong Business Acumen
• Relationship Building
• Trust Establishment

Certifications & Qualifications

• CPCU
• CIC

Industry Keywords

• Independent Agents
• Insurance Industry
• Territory Management
• Trade Shows
• Event Management
• Agency Marketing