Senior Vice President

Relation Insurance Services, Inc. - RISI; Petaluma (CA); On-site; USD 100,000 - 250,000; Full time

Benefits offered by this job

401(k)

Paid time off

Paid training and continuing education

Job summary

Relation Insurance Services, Inc. - RISI in Petaluma, California, is seeking a Senior Vice President responsible for driving new insurance account production and managing a profitable book of business. This role involves consultative sales to both new and existing clients, with a significant focus on networking and building relationships.

The ideal candidate will have a minimum of two years’ experience in sales within the insurance sector, strong negotiation skills, and a robust understanding of industry operations. A competitive pay structure and benefits are offered, alongside opportunities for career advancement.

Qualifications

• Minimum 2 years’ proven sales experience in the insurance industry.
• Strong negotiator with a keen sense of humor and competitive drive.
• Outstanding communication skills and in-depth understanding of complex insurance coverage.

Responsibilities

• Achieves annual new revenue objectives through consultative sales.
• Develops an annual individual sales plan to ensure goals are met.
• Builds an active pipeline of qualified prospects and generates leads.

Skills

Sales experience

Negotiation skills

Interpersonal skills

Problem-solving

Understanding of insurance markets

Education

High school diploma or equivalent

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

WHO WE ARE

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting‑edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

WHAT WE’RE LOOKING FOR

The Senior Vice President is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Senior Vice President projects a professional company image through all interactions with clients, insurance carriers, co‑workers and others.

WHAT YOU'LL BE DOING

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• Exhibits thought leadership and industry engagement through associations, speaking panels and generally demonstrates expertise in selected industry verticals.
• Develops an annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met.
• Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPCs), other Relation colleagues and Relation marketing sources.
• Documents new business activity in Relation’s sales tracking system.
• Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in Relation’s sales tracking system.
• Develops and presents recommendations to clients based on a consultative selling approach.
• Assess and identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients.
• Recommends and assists clients with technical services including loss control and claims advocacy programs utilizing our in‑house loss control and claims advocacy teams.
• Seamlessly transitions sold clients to the designated client service/account management team.
• Serves as the client’s valued advisor, building a strategic and personal relationship with key client decision makers.
• Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.
• Leverages innovative technology, including proprietary AI solutions, throughout the sales process to enhance prospect engagement, drive informed decision‑making, and deliver a best‑in‑class client experience.
• Performs other projects, duties, and tasks, as assigned.

WHAT YOU NEED TO BRING TO THE TABLE

• High school diploma or equivalent required.
• Minimum 2 years’ proven sales experience in the insurance industry.
• Strong negotiator, avid problem solver, and works well with different personalities to ensure sale.
• In‑depth understanding of insurance markets, products and usages, as well as insurance rating and underwriting procedures.
• Outstanding interpersonal and communication skills to explain complex coverages, receive and interpret information, and respond appropriately.
• In‑depth understanding of complex commercial lines coverage and industry operations.
• Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word).
• Computer literate with the ability to learn new software applications.
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Willingness to adhere to all principles of confidentiality.
• Ability to work independently and as a team.
• Keen sense of humor, competitive drive and winning spirit.
• Valuing a collaborative work environment.
• Ability to show initiative, good judgment, and resourcefulness.
• Ability to advise clients concerning their insurance needs.
• Ability to calculate and perform mathematical functions.

WHAT WE WILL BRING TO THE TABLE

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401(k), employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.
• Paid training and continuing education to obtain/maintain your insurance license.

Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, 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 applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. $100,000.00 - $250,000.00.

Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk‑management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.