What are the responsibilities and job description for the Regional Sales Manager - Northeastern Wisconsin position at West Bend Insurance Company?
Company Overview:
Benefits:
Recognized as a Milwaukee Journal Sentinel Top Workplace for 14 consecutive years, including three years of being honored as number one! Join us at West Bend, where we believe that our associates are our greatest asset. We hire talented individuals who are conscientious, dedicated, customer focused, and able to build lasting relationships. We create and maintain an environment where you feel a sense of belonging and appreciation. Your diversity of thought, experience, and knowledge are valued. We’re committed to fostering a welcoming culture, offering you opportunities for meaningful work and professional growth. More than a workplace, we celebrate our successes and take pride in serving our communities.
Job Summary:
Develop and execute strategic plans to maximize business opportunities through independent insurance agencies within the assigned territory. Responsibilities include supporting and monitoring sales efforts, creating specific goals for each agency, and analyzing market trends to identify growth opportunities. The position requires generating new business by prospecting and appointing new agencies, cultivating strong relationships with agents, and collaborating with underwriting teams to support decisions.
Responsibilities & Qualifications:This is a fully remote/work from home role where you will spend 80% of your time in the field, servicing the Northeastern Wisconsin territory. On occasion you may be asked to travel to an office location for in-person engagement activities such as team meetings, training and corporate events.
This is a fully remote/work from home role. On occasion you may be asked to travel to an office location for in-person engagement activities such as team meetings, training and corporate events.
The internal deadline to apply is Wednesday, April 23rd. External applications will be accepted on a rolling basis while the position remains open.
- Develop and execute strategic plans to maximize business opportunities through independent insurance agencies within the assigned territory.
- Support, measure, and monitor internal and external sales efforts including: short-term promotions, social media opportunities, rollovers, co-op, etc.
- Create specific goals for each agency that support and stimulate corporate profit and growth objectives.
- Analyze market trends, policy changes, competitor activities, and regulatory changes to identify growth prospects and best practices.
- Conducts agency performance evaluations and monitors Partners in Excellence program.
- Generate new business by prospecting and appointing new agencies and building successful partnerships with them.
- Work closely with the sales team to meet or exceed sales targets within the territory.
- Provide product and service information to agents, address inquiries and concerns.
- Cultivate and maintain strong relationships with agents, underwriters, and other stakeholders in the territory. Act as a primary point of contact for agents, ensuring excellent customer satisfaction and addressing agent needs.
- Collaborate with underwriting teams. Provide insights and feedback from the territory to support underwriting decisions. Tracks critical agency issues to identify training needs or gaps in service.
- Monitor and analyze territory performance. Prepare regular reports on key metrics and market trends. Provide feedback to Sales and UW leadership teams on opportunities for improvement and areas of success.
- Conduct training sessions for agencies on new products, services, and industry updates.
- Responsible for creating training and sales programs, promotions, events, and other activities utilizing teleconferences, webinars, and social media that assist agents in their sales/profit improvement activities.
Preferred Experience and Skills
- 4 years of sales, marketing, communications, or public relations experience with knowledge of business-to-business marketing preferred.
- In-depth knowledge of insurance products, underwriting processes, and industry regulations.
- Proficient in the utilization of Word, Excel, PowerPoint, Outlook, Microsoft Teams, Microsoft Dynamics, SharePoint, and Power BI.
- Strong analytical, negotiation, and communication skills.
- Ability to work independently and collaboratively with cross-functional teams.
- Results-oriented with a track record of achieving or exceeding sales goals.
Preferred Education and Training
- Bachelor’s degree in Marketing, Business, Insurance or related field
- Must have CIC or CPCU designation.
- Valid agents license is preferred.
- Must have a valid drivers’ license.
Benefits:
West Bend offers a comprehensive benefit plan including but not limited to:
- Medical & Prescription Insurance
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Short and Long Term Disability
- Flexible Spending Accounts
- Life and Accidental Death & Disability
- Accident and Critical Illness Insurance
- Employee Assistance Program
- 401(k) Plan with Company Match
- Pet Insurance
- Paid Time Off. Standard first year PTO is 17 days, pro-rated based on month of hire. Enhanced PTO may be available for experienced candidates
- Bonus eligible based on performance
- West Bend will comply with any applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act for Colorado employees, in accordance with its plans and policies.
West Bend provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and promotion.
