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Windward Risk Managers

Sales Development Manager - (San Francisco Bay Area)

Windward Risk Managers, San Francisco

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Apply for the Sales Development Manager - (San Francisco Bay Area) role at Windward Risk Managers .

Windward Risk Managers provided pay range

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.

Base pay range

$95,000.00/yr - $125,000.00/yr

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

  • Production
    • The SDM 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 SDM 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 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)

Qualifications

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

Preferred Qualifications

  • At least 3 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

Benefits

  • Medical insurance
  • Vision insurance
  • 401(k)
  • Paid maternity leave
  • Paid paternity leave
  • Tuition assistance
  • Disability insurance

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