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Regional Sales Executive

2 months ago

Marquand, Missouri, United States Pekin Insurance Full time

At Pekin Insurance, we believe that your workday should be fulfilling and enjoyable. Join a vibrant team that thrives in a dynamic, supportive, and collaborative environment.

Insurance is a critical industry, and we take pride in our role of restoring lives after unforeseen events. This commitment to helping others is what drives our team to excel each day.

If you are passionate about making a significant impact and are eager to start your workday with enthusiasm, this opportunity may be the perfect fit for you.

Position Overview

The Regional Sales Executive is responsible for managing agency relationships from a sales perspective, focusing on driving growth in Personal, Commercial, and Life insurance through independent agents. This role aims to meet the sales targets set forth in the annual business strategy for each segment. The ideal candidate should be located within the North-East Territory of Indiana, including areas such as Indianapolis and Fort Wayne.

Key Responsibilities

  • Leads marketing efforts for personal, commercial, and life insurance in the designated territory to meet profitability and production goals.
  • Offers technical and field underwriting support to the agency network.
  • Creates, negotiates, and implements business strategies for selected agencies aligned with company objectives.
  • Acts as the primary contact for all sales initiatives, driving new business quote activity and outcomes.
  • Recruits new agencies and manages the onboarding process within the territory.
  • Monitors agency performance metrics (production, profit, pricing, loss ratio, hit ratio, etc.) to ensure compliance with company standards and implement corrective actions as needed.
  • Collaborates closely with underwriting and service teams to maintain service quality for assigned agents.
  • Analyzes local market trends, gathers competitive intelligence, and provides recommendations for product development.
  • Conducts regular visits to agencies to assist in sales, underwriting, and training.
  • Communicates company philosophy, policies, and operational methods to the agency force, motivating them to achieve their objectives.
  • Facilitates periodic sales and training meetings to promote contests and production goals.
  • Conducts performance reviews with agencies and develops action plans for improvement.
  • Assists agencies in navigating the Company Intranet and utilizing available resources.
  • Keeps detailed records of agency interactions and performance metrics.
  • Participates in sales meetings and company events.
  • Maintains a professional image and fosters strong relationships with agency partners.
  • Supports Life Specialists in identifying sales opportunities and educating the agency force.
  • Performs additional duties as assigned.
Qualifications

Required
  • Bachelor's degree in Business or a related field, or equivalent experience.
  • Typically requires 3+ years of relevant experience.
Preferred
  • Prior experience in sales and/or field marketing is highly desirable.
  • Familiarity with all lines of insurance: Life, Commercial, and Personal.
Certifications & Licenses
  • Preferred certifications include Chartered Property Casualty Underwriter (CPCU), Chartered Life Underwriter (CLU), or Certified Insurance Counselor (CIC).
  • A valid Driver's License is required.
Skills & Abilities

Demonstrated skills in:
  • Effective communication and public speaking.
  • Time management and independent work.
Proven abilities to:
  • Operate a vehicle safely and responsibly.
  • Maintain a positive image and build strong relationships.
  • Analyze, organize, and prioritize tasks while meeting deadlines.
  • Establish goals that align with the strategic plan.
  • Manage an independent agency network.
In-depth knowledge of:
  • The local marketplace.
  • Microsoft Office software.