Field Sales Manager

3 weeks ago


San Francisco Bay Area, United States Bamboo Insurance Full time

**Job Summary**:
**Duties/Responsibilities**:
**Strategic Planning**:

- Develop and implement strategic sales plans to achieve company objectives and expand market share.
- Analyze market trends, competitor activities, and agent feedback to identify growth opportunities and drive business development initiatives.
- Collaborate with senior management to establish sales targets, budgets, and performance metrics aligned with organizational goals.

**Client Relationship Management**:

- Build and maintain strong relationships with key agents, brokers, and industry partners to drive retention and generate new business opportunities.
- Conduct regular agency visits, trainings, and networking events to promote our products and services and address agency needs effectively.
- Resolve escalated agency issues and complaints promptly and professionally to ensure a positive customer experience.

**Sales Performance Monitoring**:

- Track sales performance metrics, including revenue targets, conversion rates, to assess individual and team effectiveness.
- Utilize sales analytics tools to monitor sales activities, strategic growth and forecast accuracy. Review and report out on comprehensive sales reports and performance analyses to senior management to inform strategic decision-making.

**Required Skills/Abilities**:

- Proven experience in insurance personal lines property products.
- Excellent communication, negotiation, and interpersonal skills, with the ability to engage and influence clients and stakeholders at all levels.
- In-depth knowledge of insurance products, industry trends, and regulatory requirements.
- Proficiency in CRM software, Microsoft Office Suite, and sales analytics tools.
- Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment.

**Required Education and Experience**:

- Active P&C license.
- Valid driver's license.

**Preferred Requirements**:

- Three or more years of related experience.
- Technology driven.
- Proficient in Microsoft office products.

**Physical Requirements**:

- Able to travel on a regular basis.
- Prolonged periods of sitting at a desk and working on a computer.

Bamboo is committed to the principles of equal employment. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.

Pay: From $100,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Mileage reimbursement
- Paid time off
- Travel reimbursement
- Vision insurance

Compensation package:

- Bonus opportunities

Schedule:

- 8 hour shift
- Monday to Friday

Travel requirement:

- Travel
- Up to 75% travel

License/Certification:

- Property & Casualty License (required)
- Driver's License (required)

Willingness to travel:

- 75% (required)

Work Location: On the road



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