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Sr. Sales Manager - Remote (San Francisco Bay Area)
Sr. Sales Manager - Remote (San Francisco Bay Area)Windward Risk Managers • San Francisco, CA, United States
Sr. Sales Manager - Remote (San Francisco Bay Area)

Sr. Sales Manager - Remote (San Francisco Bay Area)

Windward Risk Managers • San Francisco, CA, United States
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6 days ago Be among the first 25 applicants

Position Summary

The California Sr. Sales Manager is responsible for hiring, training and managing the sales team for the assigned Region. The goal is developing strong relationships with agents, providing superior customer service, an exceptional customer experience, and increased sales.

Essential Functions

Production

  • The Sr. Sales Manager will be measured 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 Sr. Sales Manager is to move a % of agents into a higher premium band 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 contracted 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 taking 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 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)
  • Working with the SDM’s in the field to assist building agent relationships and train essential sales skills
  • Qualifications

    Required Education and Experience

  • Bachelor’s Degree or equivalent training and experience
  • 5 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
  • Preferred Qualifications

  • At least 10 years’ experience in a P&C insurance sales capacity
  • Skills

  • 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.
  • Seniority Level

    Mid‑Senior level

    Employment Type

    Full‑time

    Job Function

    Sales and Business Development

    Industries

    Insurance

    Base Pay Range

    $180,000.00 / yr – $210,000.00 / yr

    This range is provided by Windward Risk Managers. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

    Benefits

  • Medical insurance
  • Vision insurance
  • 401(k)
  • Paid maternity leave
  • Paid paternity leave
  • Tuition assistance
  • Disability insurance
  • #J-18808-Ljbffr

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