What are the responsibilities and job description for the Sales Development Manager - (San Francisco Bay Area) position at Windward Risk Managers?
Description
Position Summary:
The Sales Development Manager (“SDM”) is responsible for ongoing contact with agencies in their assigned region to assist agents with the goal of achieving superior customer service, an exceptional customer experience, and increased sales.
Essential Functions
The SDM’s measure of success is broken into key annual objectives with specific metrics agreed upon with the Director of Sales:
Required Education and Experience:
Position Summary:
The Sales Development Manager (“SDM”) is responsible for ongoing contact with agencies in their assigned region to assist agents with the goal of achieving superior customer service, an exceptional customer experience, and increased sales.
Essential Functions
The SDM’s measure of success is broken into key annual objectives with specific metrics agreed upon with the Director of Sales:
- Production
- The SDM will be measure against metrics areas of Quotes, Applications, Profitability and Retention
- Sales Card
- This will measure the number of agents with the defined bands at the beginning and the end of the calendar year. The goal for the SDM is to move a % of agents into a higher premium ban while maintaining agents with existing premium.
- Sales Call Quality
- Works with team to implement a consultative selling approach in which we obtain an in-depth understanding of how our agents do business and what needs are important to them.
- Functional and Administrative
- Collecting Agency Profile Information – goal is to have all profile fields completed for 90% of our full appointed agents
- Contact Management – implement and track the number of face-to-face visits and phone contact with agencies. All contact information to be entered in Sugar database
- Competitive Intelligence – Surface and comment any changes taken place in the marketplace by our competitors. Document information on weekly report that is submitted to Director
- Weekly Reporting – Update and document a weekly activity report that will be discussed on weekly departmental conference call
- Territory reviews – periodically meet with senior management to review regional goals per agent; strategies for contact management and competitive intelligence
- Utilization of the Inside Sales Rep Team (ISR)
Required Education and Experience:
- Bachelor’s Degree or equivalent training and experience
- 3 or more years outside sales experience
- CA Excess & Surplus License required (must be obtained within the first 30 days of employment)
- Excellent verbal and written communication and analytical skills necessary
- Able to handle multiple tasks with varying deadlines
- At least 3 years’ experience in a P&C insurance sales capacity
- Proficiency with MS Office systems including Word, Excel, Outlook, Teams, and PowerPoint.
- Must be a self-starter with the ability to work independently.
- Ability to adapt to changing priorities.
Salary : $95,000 - $125,000
