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Worksite Regional Vice President

Posted 16 hours ago
United States
5-10 years experience
insurance creative product-development crm communication training
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AI Summary

The Regional Vice President will develop and execute regional sales plans to meet premium and case count targets while managing a network of distribution relationships. They will also provide product training, support case proposals, and deliver regular sales forecasts to leadership.

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place. 

Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers

Experience a culture that is flexible, where you can be innovative and use your creative energy. In this position, under supervision of the Vice President of Worksite Sales, you will focus on increasing sales in your assigned territory.

ESSENTIAL FUNCTIONS

Sales & Production

  • Develop and execute regional sales plans to meet new business premium and case count targets
  • Recruit, develop, and manage a network of distribution relationships, focused on classic worksite brokers, and small employee benefits brokers in the 25-500 life employer market


Relationship Management

  • Work collaboratively with internal regional wholesaler to deliver exceptional service
  • Engage regularly with distribution
  • Serve as primary Company contact for top-producing agencies/brokers in the region
  • Conduct regular business reviews with key partners to assess production, service needs, and growth opportunities


Training and Advisory Support

  • Deliver product training to distribution partners on plan designs, positioning, and underwriting guidelines
  • Advise and support development of competitive case proposals
  • Advise on enrollment methods, communication strategy, and re-enrollment planning to maximize participation and retention


Cross-functional Collaboration

  • Work with administrative teams to identify opportunities to enhance service 
  • Collaborate with marketing on programs and collateral materials
  • Provide input to product development on emerging voluntary benefit needs


Reporting & Forecasting

  • Maintain accurate, up-to-date CRM records of distribution relationships and activity
  • Deliver regular sales forecasts and regional performance reports to sales leadership
  • Monitor persistency/lapse trends and develop retention action plans as needed

The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILL REQUIREMENTS

  • Four to eight years of experience working in a carrier representative position with a worksite focused carrier.
  • Professional oral and written communication and presentation skills.
  • Decision-making ability and analytical thinking skills.
  • Experience in public speaking.
  • Consistent and reliable attendance is an essential function of this position. 
  • Talent required in achiever, pride, persuasion, courage, communication, business sense, critical thinking, sophistication, relator, personalizer, belief, discipline, responsibility, and focus.

EDUCATION AND CERTIFICATION REQUIREMENTS

  • Bachelor’s degree in business or related field or equivalent.
  • Life and health insurance license required or will obtain within 90 days of hiring.

PHYSICAL AND WORK SCHEDULE REQUIREMENTS

  • Manage and travel within an assigned multi-state territory. Current territory assignments may include the Gulf Coast (Georgia, Mississippi, Alabama) or North Texas (North Texas, Oklahoma, Arkansas) region. 
  • This position is remote with occasional visits to the home office located in Lincoln, NE. 
  • May require work more than 40 hours a week to complete functions of position.
  • 30%-50% travel.
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