Worksite Regional Vice President

Assurity Group; Lincoln (NE); On-site; USD 120,000 - 230,000; Full time

Job summary

Assurity seeks a Worksite Regional Vice President to lead regional sales in the Lincoln area and surrounding territories. The role focuses on growing new business premium and case counts, recruiting and developing distribution relationships, and managing a network of brokers in the 25-500 life employer market.

Under supervision of the VP of Worksite Sales, you will collaborate cross-functionally, train partners, deliver forecasts, maintain CRM records, and monitor retention trends while

Qualifications

• Bachelor’s degree in business or related field or equivalent.
• Life and health insurance license preferred.
• Four to eight years of experience in a carrier representative position with a worksite focused carrier.

Responsibilities

• Develop and execute regional sales plans to meet new business premium and case count targets.
• Recruit, develop, and manage a network of distribution relationships, focused on classic worksite brokers, and small employee benefits brokers in the 25-500 life employer market.
• Work collaboratively with internal regional wholesaler to deliver exceptional service.
• Engage regularly with distribution and serve as primary Company contact for top-producing agencies/brokers.
• Deliver product training to distribution partners and advise on enrollment methods, positioning, and underwriting guidelines.
• Maintain accurate, up-to-date CRM records and deliver regular sales forecasts and regional performance reports.
• Monitor persistency/lapse trends and develop retention action plans as needed.
• Regular travel (30-50%) and residence in assigned territory with remote work and occasional home office visits.

Skills

Communication skills

Public speaking

Analytical thinking

Reliability

Education

Bachelor’s degree in business or related field

Life and health insurance license (preferred)

Job description

Worksite Regional Vice President

Full Time Lincoln, NE, US

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.
Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers

Experience a culture that is flexible, where you can be innovative and use your creative energy. In this position, under supervision of the Vice President of Worksite Sales, you will focus on increasing sales in your assigned territory.

ESSENTIAL FUNCTIONS

• Develop and execute regional sales plans to meet new business premium and case count targets
• Recruit, develop, and manage a network of distribution relationships, focused on classic worksite brokers, and small employee benefits brokers in the 25-500 life employer market

Relationship Management

• Work collaboratively with internal regional wholesaler to deliver exceptional service
• Engage regularly with distribution
• Serve as primary Company contact for top-producing agencies/brokers in the region
• Conduct regular business reviews with key partners to assess production, service needs, and growth opportunities

Training and Advisory Support

• Deliver product training to distribution partners on plan designs, positioning, and underwriting guidelines
• Advise and support development of competitive case proposals
• Advise on enrollment methods, communication strategy, and re-enrollment planning to maximize participation and retention

Cross-functional Collaboration

• Work with administrative teams to identify opportunities to enhance service
• Collaborate with marketing on programs and collateral materials
• Provide input to product development on emerging voluntary benefit needs

Reporting & Forecasting

• Maintain accurate, up-to-date CRM records of distribution relationships and activity
• Deliver regular sales forecasts and regional performance reports to sales leadership
• Monitor persistency/lapse trends and develop retention action plans as needed

The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILL REQUIREMENTS

• Four to eight years of experience working in a carrier representative position with a worksite focused carrier.
• Professional oral and written communication and presentation skills required.
• Decision-making ability and analytical thinking skills required.
• Experience in public speaking.
• Consistent and reliable attendance is an essential function of this position.
• Talent required in achiever, pride, persuasion, courage, communication, business sense, critical thinking, sophistication, relator, personalizer, belief, discipline, responsibility, and focus.

EDUCATION AND CERTIFICATION REQUIREMENTS

• Bachelor’s degree in business or related field or equivalent.
• Life and health insurance license preferred.

PHYSICAL AND WORK SCHEDULE REQUIREMENTS

• This position will manage and reside in their assigned territory - North Texas, Oklahoma, Arkansas.
• This position is remote with occasional visits to the home office located in Lincoln, NE.
• May require work more than 40 hours a week to complete functions of position.
• 30%- 50% travel.
• Note: We are not currently considering applicants in CA, CO, CT, DC, HI, IL, MA, MD, MN, NV, NJ, NY, RI, VT, WA, for this position.