Sales & Distribution Manager - Northern California

Preferred Employers Insurance (a Berkley Company)

Walnut Creek (CA)

Ibrido

USD 110.000 - 140.000

Tempo pieno

14 giorni+

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Vantaggi offerti da questo lavoro

Bonus eligible
Benefits package

Descrizione del lavoro

Preferred Employers Insurance, A Berkley Company, is seeking a Sales & Distribution Manager for the Northern California region, covering the Bay Area and Central Coast. The role focuses on sales solicitation and management of assigned brokers/producers to maximize profitable growth.

Travel and field presence are essential to success. The candidate will drive sales plans, oversee program sales, and monitor performance metrics while collaborating with all departments to enhance PEI's market

Competenze

  • BA/BS degree from an accredited institution, or equivalent.
  • Strong written and verbal communication skills.
  • Proficient with MS Office software.
  • Ability to work both independently and collaboratively with all levels of staff.

Mansioni

  • Develop, implement and drive sales plans with current brokers and new brokers to meet company goals.
  • Identify, develop, implement, and manage program sales plans with target groups of business owners.
  • Monitor new sales and retention metrics monthly to ensure premium plan goal achievement.
  • Coordinate with all company departments to optimize PEI's brand offering; this is an on-the-road role requiring windshield time and direct broker contact.
  • Prospect and qualify deals originating from territory.
  • Operate out of automobile, home office and PEI's Walnut Creek/San Diego office as needed.

Conoscenze

Communication skills
Independent work
Collaborative work

Formazione

BA/BS degree

Strumenti

MS Office

Descrizione del lavoro

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 Sales & Distribution Manager – 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.

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.
  • 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

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