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Regional Sales Manager

2 months ago

Woodland Hills, United States AmTrust Financial Full time

Overview:

This position a full time exempt salaried outside sales position based in the Sacramento, California territory. Reporting directly to the Assistant Vice President, Sales, the Regional Sales Manager is responsible for the face-to-face marketing and sales of Workers Comp, BOP, Commercial package, and other specialty lines coverages to independent agencies and wholesalers within the assigned territory, which currently consists of Sacramento and Northern California. Ultimately the RSM should deliver on AmTrust's revenue goals and demonstrate a vision for sales success within our framework of corporate values. This position is an individual contributor with no direct reports.

The salary range for this role is $110-130K. This range is only applicable for jobs to be performed in California. Base pay offered may vary depending on, but not limited to education, experience, skills, geographic location, travel requirements, sales or revenue-based metrics. This range may be modified in the future

Responsibilities:
  • Sets appointments and conducts a minimum of 9 face-to-face meetings a week with independent insurance agencies and brokers through-out the assigned multistate territory.
  • Prequalifies accounts that meet underwriting and financial standards to build a pipeline of profitable new business opportunities.
  • Collaborates closely with assigned Underwriters to monitor and follow-up on new business submissions and quoted
  • Completes weekly agency visit reports and submits via Salesforce
  • Executes home office and territory marketing strategies to drive new business premium
  • Actively participates in bi-weekly sales calls, quarterly and annual sales team meetings
  • Meets specific monthly, quarterly, and annual sales goals and revenue objectives as required by the Region
  • Trains agents on our products and underwriting requirements and on the use of on-line quoting and account management systems in
  • Maintains a thorough understanding of all AmTrust products, services and solutions and initiates discussions with other business units as needed.
  • Develops and executes an annual Business Development Strategy and budget for the assigned territory in coordination with the Region.
  • Exhibits thorough knowledge of competitor products and capabilities along with general market trends and communicates information with the Region, home office marketing and underwriting staff regarding agents/producers service and/or product needs, competition and industry
  • Attends and represents the Company at various industry functions such as trade shows, seminars and conventions throughout the territory as assigned by the AVP.
  • Performs other duties and responsibilities or assists with any special assignments as assigned or delegated by the AVP.


Qualifications:

Personal Competencies:

  • To perform the job successfully, the Regional Sales Manager must demonstrate the following competencies: performs multi-tasks under pressure; analyzes and processes diverse information; identifies and resolves problems in a timely manner; listens to others and effectively solves conflicts; speaks clearly and shows courtesy to others, conveys a demeanor that is professional yet approachable, positive and supportive of others (employees, customers, vendors, etc.); responds well to changes in the work environment ; builds morale and promotes teamwork; looks for ways to improve and promote quality and increase productivity; works within approved budget; prioritizes and plans work activities; demonstrates accuracy and thoroughness; and meets productivity and quality standards of the Company.

People Contact:

  • Participates in daily face-to-face contact with producers and agents as well as Regional office personnel, the regional underwriting team and management team to obtain information, resolve problems, prioritize tasks, and execute responsibilities.

Accountability:

  • This position is expected to exercise initiative performing the assigned tasks and delegated responsibilities and to ensure that all established guidelines, deadlines and budget parameters are met. The employee is expected to solve problems by exercising sound decision-making and accurate judgment based upon knowledge of underwriting practices and management policies and procedures.

Qualifications :

  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

  • Bachelor's degree preferred and a minimum of 3-5 years of outside sales/marketing and/or underwriting experience in multi-line insurance or a related field are required. Must be detail oriented and organized, possess effective analytical and planning skills, and have strong verbal and written communication skills.

Language Skills:

  • Ability to read, write, and comprehend written or oral instructions, emails, correspondence, and memos. Ability to effectively present information and respond to questions from colleagues, managers, customers, and the general public.

Mathematical Skills:

  • Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to calculate figures and amounts such as discounts, proportions, percentages, etc. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability:

  • Ability to apply common sense understanding and carry out oral or written instructions. Ability to define problems, collect information and other data, establish facts, and draw valid conclusions. Ability to solve practical problems and deal with a variety of concrete as well as abstract variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.

Computer Skills :

  • To perform this job successfully, an individual should have knowledge of Excel, Word, Outlook, PowerPoint, and other Windows software.

Other Skills and Abilities:

  • Must possess effective verbal or written communication skills; strong organizational and problem resolution skills with an ability to plan, prioritize, execute and follow-up on tasks in an efficient manner without sacrificing quality and accuracy ;effective interpersonal skills; ability to interface effectively with co-workers, brokers, customers, and general public; and a pleasant and professional demeanor; including a professional and polished appearance in representing the company during broker/client visits.

Travel Requirements:

  • The position requires ability to operate a car safely, have a valid driver's license and provide proof of insurability. The job requires travel for extended periods of time (both by car and plane) with overnight stays as necessary. It is expected that the requirements of the position will require travel away from the office approximately 80% of the time. Specifically, drive times could be 1-2 hours commonly with the possibility of 4-6 hours in a given day depending on the location of the agency. May require up to 1-2 nights of lodging per month and may include working outside of normal daytime business hours.

Physical Demands:

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee must be able to see, hear, and use hands, fingers and arms when performing majority of assigned tasks and job duties. The job requires employee to have dexterity in using telephone, computer keyboard, and mouse while seated at a desk. The employee is frequently required to stand, walk, sit, and stoop. The employee must regularly lift and/or move up to 15 pounds, and occasionally lift and/or move up to 25 pounds. The employee frequently moves within the building or office to interact with fellow employees. Specific vision abilities required by this job include close vision, depth perception and ability to adjust focus.

Work Environment:

  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is required to work in an office environment and to travel to other offices, and the noise level is usually quiet to moderate but may increase significantly when traveling via car, plane or other method of transportation.

#LI-EG1

#LI-REMOTE

What We Offer:

AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities. Our benefits include: Medical & Dental Plans, Life Insurance, including eligible spouses & children, Health Care Flexible Spending, Dependent Care, 401k Savings Plans, Paid Time Off.

AmTrust strives to create a diverse and inclusive culture where thoughts and ideas of all employees are appreciated and respected. This concept encompasses but is not limited to human differences with regard to race, ethnicity, gender, sexual orientation, culture, religion or disabilities.

AmTrust values excellence and recognizes that by embracing the diverse backgrounds, skills, and perspectives of its workforce, it will sustain a competitive advantage and remain an employer of choice. Diversity is a business imperative, enabling us to attract, retain and develop the best talent available. We see diversity as more than just policies and practices. It is an integral part of who we are as a company, how we operate and how we see our future.