Regional Sales Manager II

Society Insurance; Fond du Lac (WI); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Benefits package

401(k) profit-sharing plan

Flexible scheduling

Education reimbursement

Wellness program

Job summary

Society Insurance is seeking a Regional Sales Manager II to drive profitable growth across Wisconsin. The role targets candidates within the assigned territory and involves overseeing agency relationships, guiding underwriting support, and executing sales strategies to strengthen the book of business.

You will travel regularly to cover the territory, collaborate with agents and Society employees, and mentor teams on risk assessment and product uptake.

Qualifications

• Bachelor’s degree in business or related field and 5 years of professional experience in Property/Casualty insurance, working with independent agents.
• Valid driver’s license and a satisfactory driving record.
• Regular travel is required 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) are highly desirable.

Responsibilities

• Identifies trends within the territory or state specific risks that may impact the company and provides recommendations to assist the company in mitigating risk.
• Displays autonomy in decision making for the territory and plays a key role in setting sales strategies.
• Assists underwriting in retaining a book of business and generates profitable new business growth through assigned agents.
• Develops and strengthens relationships with our current agency force, Society employees, and associations.
• Ensures superior customer service by providing follow-up on any function or service we provide.
• Assists in collecting past‑due agency accounts as needed.
• Appoints or reviews assigned agency force for production and profitability. Terminates and prospects agencies as needed to achieve production and profitability goals.
• Represents company at trade shows and conventions and manages leads received at these events.
• Assists agents with risk selection and marketing of company products/services to ensure the right decisions are being made and the information regarding Society is available.
• Reviews pending quotes and applications and provides follow‑up with the agency force.
• Gathers information on the competition from agencies, industry networking, and Department of Insurance to ensure company is providing the best products/services possible.
• Educates agency personnel on company products, automation, and underwriting guidelines.

Education

Bachelor’s degree in business or related field

Job description

About this position

Job Information

Job Title

Regional Sales Manager II (Wisconsin)

Home Department:

Employment Status:

Exempt; Full-time

Schedule:

40 hours/week with Flexible Scheduling Opportunities

Position Location:

We are targeting candidates who are located within the assigned territory.

Overview

Protecting our policyholders’ dreams, passions, and livelihoods has a direct impact on the communities we serve. We work towards excellence, conduct ourselves with high integrity, and take our work seriously, but not ourselves. Small Details. Big Difference. Find out how you can make a difference with a career at Society.

About the Role

• Identifies trends within the territory or state specific risks that may impact the company and provides recommendations to assist the company in mitigating risk.


• Displays autonomy in decision making for the territory and plays a key role in setting sales strategies.


• Assists underwriting in retaining a book of business and generates profitable new business growth through assigned agents.


• Develops and strengthens relationships with our current agency force, Society employees, and associations.


• Ensures superior customer service by providing follow-up on any function or service we provide.


• Assists in collecting past‑due agency accounts as needed.


• Appoints or reviews assigned agency force for production and profitability. Terminates and prospects agencies as needed to achieve production and profitability goals.


• Represents company at trade shows and conventions and manages leads received at these events.


• Assists agents with risk selection and marketing of company products/services to ensure the right decisions are being made and the information regarding Society is available.


• Reviews pending quotes and applications and provides follow‑up with the agency force.


• Gathers information on the competition from agencies, industry networking, and Department of Insurance to ensure company is providing the best products/services possible.


• Educates agency personnel on company products, automation, and underwriting guidelines.

About Yo u

• You take responsibility for your performance and accept ownership.


• You are composed, resilient, and enjoy negotiating to achieve a win‑win scenario.


• You are approachable, relate well with others, and can gain the trust of others.


• You are customer focused and dedicated to meeting expectations of your customers.


• You have excellent communication and persuasive skills.


• You have a strong business acumen and you understand strategies in the marketplace.


• You are competitive, diplomatic, and establish rapport and trust quickly.


• You enjoy using logic and analysis to solve difficult problems.

What it Will Take

• Bachelor’s degree in business or related field and 5 years of professional experience in Property/Casualty insurance, working with independent agents.


• Valid driver’s license and a satisfactory driving record.


• Regular travel is required 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) are highly desirable.

What Society Can Offer

• Comprehensive Benefits Package : Salary with bonus plan; health, dental, life, and vision insurance


• Retirement : Traditional or Roth 401(k) Defined Contribution Plan PLUS Profit‑Sharing Plan


• Work‑Life Balance : Company‑paid holidays; flexible scheduling; PTO; telecommuting options


• Education : Career Coaching; company‑paid courses; student loan and tuition reimbursement


• Wellness : Employee Assistance Program; wellness initiatives/rewards; health coaching; and more

Society Insurance prohibits discrimination and harassment of any type against applicants and employees on the basis of race, color, religion, sex, national origin, age, handicap, disability, genetics, veteran status or military service, marital status or sexual orientation, gender identity or expression, or any other characteristic or status protected by federal, state or local laws. Society Insurance also provides reasonable accommodations to qualified individuals with disabilities in accordance with the requirements of the Americans with Disabilities Act and applicable state and local laws.

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