Regional Risk Insurance Manager

Job Description

Owns a set of 40+high value insurance targets (Named Accounts) that generates an increase of 25% in Risk Management new net revenue per year.

This includes house policies, brokered policies, and claims management. Mission area : Profit.

• Minimum of 20 in-person sales calls with named accounts per month, measured in CRM.
• 5 proposals per month and 2 closes per month.

Owns development of desk-level transactional insurance sales program that grows at a minimum of 25% per year. Measured by revenue growth (separate from policy sales). Mission area : Profit.

Teaches :

• Train employees within region on limited liability and claims each year, recorded & measured in PDC. Mission area : Employee, Customer & Compliance.
• Teach and track for all customer interacting, quoting and / or pricing employees the art of the deal in selling transactional insurance, recorded & measured in PDC. Mission area : Profit.

Manages :

Ensure all CRM customers in each district has a renewal date recorded or data that indicates insurance is not a marketable product to customer.

Measured via CRM. Mission area : Profit & Customer.

Track sales and account management targets on insurance and use personal diplomacy, educational support, and leadership in making each sales reps insurance revenue equate to 5% of total net revenue.

Measured by net revenue. Revenue goals for sales is a minimum of 5% or $5,000 of total monthly revenue. Mission area : Profit.

Supports :

• Support Service Provider and Security, Health and Safety as needed in security incidents. Mission areas : Customer, Service Provider & Compliance.
• Create transparency and customer service excellence in cargo claims. Support CHQ claims with underlying carrier claims and supports timely communication regarding PNCs and claim resolution.

Mission areas : Customer, Service Provider & Compliance.

Acts as subject matter expert :

Support Sales, Account Management, and Product management with sales on their targeted accounts as a subject matter expert.

Mission areas : Profit & Customer.

Attend and participate in Industry events and obtain proper certifications. Mission area : Profit, Customer, Compliance.

Qualifications

Knowledge

• Three to 5 years’ sales experience desired.
• Continual growth with industry knowledge as demonstrated by proficiency when speaking with customers and internal stakeholders.

Skills

• Demonstrate success in meeting quotas, targets, and sales / revenue goals.
• Excellent spoken and written communication skills, which include the ability to speak effectively in a class and sales setting.

Behaviors

• Able to drive sales opportunities through individual pursuit of targeted companies.
• Able to demonstrate expertise to build credibility with insurance buyers.
• Able to build influence through effective networking, internally and externally.
• Able to foster and maintain relationships with key influencers.
• Willingness to travel extensively throughout the region on a regular basis.
• Hands-on, business minded approach.
• Self-starter, detail oriented, good with time and territory management.
• Able to work will with minimal supervision.

Training Requirements

• 52 hours of training per year.
• Industry training with opportunity and as relevant.
• Completion of CE credits to maintain Insurance Producer’s license.

Education and Experience

• Desired : 4 Year College Degree.
• Completion of the Expeditors Insurance Course.
• Must obtain and maintain Insurance Producer’s license.
• Authorized to work in the US.
30+ days ago