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Convelo Insurance Group · 1 day ago

Regional Sales Manager - Chicago

Chicago, IL

Full-time

Onsite

Senior Level

5+ years exp

Convelo Insurance Group is a leading insurance platform providing brokerage and underwriting services. They are seeking a Regional Sales Manager to drive financial performance, manage territory distribution, and provide leadership in sales processes.

Customer ServiceInsuranceRisk Management

Responsibilities

Drive financial performance of assigned region

Create, manage, and meet/exceed annual new business production plan through consistent visibility and developing significant relationships

Create, manage, and meet/exceed a direct written premium plan through ongoing management

Responsible to achieve/exceed profitability in coordination with Underwriting partners

Develop and implement an annual regional sales plan in partnership with Underwriting

Manage Territory Distribution

Work to position Convelo as a lead partner organization for Non-Profits, Human Services, Education Institutions, and/or Religious Organizations

Develop annual agency/broker business plans with select partners and hold accountable through various metrics (submissions, premium commitment, pipeline, etc.)

Differentiate distribution support based on agency assessments, including driving production with relationships with aggressive growth potential, while also helping to maintain relationships with larger, more-tenured books of business

Provide Leadership of Territory and Expertise of Sales Process & Products

Takes ownership and sets an example for the organization, in all communications, with high ethical integrity

Learn & provide exceptional knowledge of Convelo’s product and appetite while also demonstrating outstanding knowledge of competitors’ products

Schedule and run agency visits with distribution partners to drive production & profitability results

Collaborate with Underwriting on account pipeline development, book roll opportunities and key relationships to proactively manage the sales process

Conduct regular territory reviews with Underwriting with focus on new business, renewal business and profitability performance to plan

Assist in development & understanding of competitors products & pricing strategies in marketplace while also providing “street level” feedback

Develops & adheres to annual regional budget

Qualification

Commercial lines insuranceTerritory managementProfessional designationsUnderwriting experienceSales process expertiseRelationship managementBudget management

Required

Bachelor's degree or equivalent experience in business or related field

Professional designations (CIC, CPCU, ARM) highly desired

A minimum of 5-7 years of commercial lines insurance experience, demonstrating an expertise with a variety of sales and insurance concepts, practices, and procedures

3+ years of territory/region management experience