Sales & Distribution Manager - Central California

W. R. Berkley; Walnut Creek (CA); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Bonus eligible

Job summary

Preferred Employers Insurance, A Berkley Company, is seeking a Manager of Sales & Distribution - Northern California to lead the Bay Area and Central Coast sales territory. This on-the-road role focuses on broker relationships, program sales, and strategic growth across Walnut Creek, San Francisco and San Jose areas.

The ideal candidate has a BA/BS, a California Insurance Broker-License, 10+ years of insurance experience, and strong communication skills.

Qualifications

• BA/BS degree is required.
• Strong written and verbal communication skills.
• Proficient with MS Office software.
• Active California Insurance Broker-License.
• 10+ years of insurance experience; California experience is a plus.

Responsibilities

• Develop, implement and drive sales plans with both current brokers and new brokers to meet company goals.
• Identify, develop, implement, and manage program sales plans with target groups of business owners to meet sales goals.
• Monitor new sales and retention metrics monthly to ensure premium plan goal achievement.
• Collaborate with all company departments to optimize PEI's brand offering to the marketplace.
• Prospect and qualify deals originating from territory; maintain high outbound activity.
• Travel and work from home office and PEI's Walnut Creek/San Diego office as needed.

Skills

Verbal and written communication

Self-motivation

Education

BA/BS degree

California Insurance Broker-License

Tools

MS Office

Job description

Company Details

Preferred Employers Insurance, A Berkley Company specializes in providing workers' compensation insurance to California business owners. The company serves three major client segments: Small Business Owners, Mid-Larger Businesses and Group Association Members (Programs). The company's distribution partners (agents & brokers) number 400+ locations throughout the state. Preferred serves 10,000 policyholders and provides medical claims handling and claims management for policyholders as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company.

The company is an equal opportunity employer.

Responsibilities

The Manager of Sales & Distribution - Northern California is responsible for the core Bay Area and Central Coast Sales Territory. The heaviest concentration of agents are located in San Francisco, San Jose/South Bay and Walnut Creek/East Bay.

This role is all about sales solicitation and the sales management of assigned brokers/producers and generating programs sales. The job involves setting in motion sales plans and driving the necessary strategies and sales actions needed to maximize profitable growth for Preferred Employers in this territory.

This is a dual-purpose/dual-role function representing both Preferred Employers Insurance Company and Preferred's captive agency, Preferred Connect Insurance Center, LLC.

Key functions include but are not limited to:

• Develop, implement and drive sales plans with both current brokers and new brokers to meet company goals.
• Identify, develop, implement, and manage program sales plans with target groups of business owners to meet both Preferred's sales goals.
• Monitor both new sales and retention metrics monthly to ensure premium plan goal achievement.
• Works closely with all company departments to optimize PEI's brand offering to the marketplace. This is an "on-the-road" type function requiring lots of windshield time, high-level of communications skill, direct broker contact and direct selling contact with targeted prospects/clients.
• Job demands ongoing sales prospecting and finding qualifying deals originating from territory.
• Expectation is that candidate will operate out of their automobile, their home office and PEI's Walnut Creek/San Diego office as needed from time to time.

Qualifications

• BA/BS degree from an accredited institution, or equivalent.
• Strong written and verbal communication skills, attention to detail and deadline structures.
• Ability to work both independently and collaboratively with all levels of staff.
• Proficient with MS Office software.
• Active California Insurance Broker-License.
• 10+ years of insurance experience. California specific experienced a plus.

Additional Company Details

The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include:

• Base Salary Range: $110,000 - $140,000
• Bonus eligible

We do not accept unsolicited resumes from third party recruiting agencies or firms.

Sponsorship Details

Sponsorship not Offered for this Role