Regional Sales Director

Responsibilities

• Represent Pacific Source in the marketplace and the broader business community.
• Responsible for training, support and performance of Pacific Source Sales Representatives and Account Managers.
• Oversight of solicitation, sales, and retention of clients to achieve growth and financial performance goals of Pacific Source Health Plans.
• Build positive broker relationships in the assigned region(s); assure education of distribution channel regarding company products and services.
• Provide direct sales and service to employers when required.
• Coordinate with and assist the Sales and Marketing Department to determine customer needs in the assigned sales territories.
• Supervise training and assignments of Sales Executives and Account Managers and regional personnel.
• Conduct regularly scheduled staff meetings to ensure current knowledge of sales goals, promotions, advertising, new products, marketing policies, etc.
• Assure timely turnaround on quotes and proposals.
• Oversee development, execution, and progress toward Target Account Strategy.
• Serve as an escalation point to investigate unresolved client complaints/concerns.
• Establish and maintain positive relationships with consultants/brokers to promote Pacific Source Health Plans products, services, and team members.
• Organize and lead the Producer or Broker Advisory Council meetings.
• Work directly with Senior Vice President of Sales, and other senior executives, to achieve growth and profitability goals of Pacific Source Health Plans.
• Facilitate negotiations for group renewals.
• Set, monitor and report Sales Goals, according to standard protocols established.
• Oversee communication and sales methodology in deploying community health plan model in designated geographic territories.
• Establish and maintain relationships with vendors and business partners providing products and services sold by Pacific Source Health Plans.
• Review complete agent licensing assignments and forward for processing.
• Complete new business commission information and forward for processing.
• Analyze underwriting income by market segment.
• Represent Pacific Source at community events and functions.
• Responsible for oversight, management, development, implementation, and communication of department programs.
• Responsible for hiring, staff development, coaching, performance reviews, corrective actions, and termination of employees.
• Provide feedback, including regular one-on-ones and performance evaluations, for direct reports.
• Develop annual department budgets.
• Monitor spending versus the planned budgeted throughout the year and take corrective action where needed.
• Coordinate business activities by maintaining collaborative partnerships with key departments.
• Responsible for process improvement and working with other departments to improve interdepartmental processes.
• Utilize lean methodologies for continuous improvement.
• Utilize visual boards and daily huddles to monitor key performance indicators and identify improvement opportunities.
• Actively participate as a key team member in Manager/Supervisor meetings.
• Actively participate in various strategic and internal committees in order to disseminate information within the organization and represent company philosophy.

• A minimum of five (5) years of health insurance experience required.
• Two (2) years of health insurance sales experience preferred.
• Current Department of Insurance Life and Health License or eligible to obtain one.
• Must hold a valid driver’s license.
• A bachelor’s degree is preferred.
• Excellent communication skills, both written and verbal.
• Basic math skills required, including percentages, ratios, graphing and spreadsheet skills.
• Ability to communicate effectively with all types of individuals.
• Requires ability to define and prioritize problems and manage workload without direct supervision.
• Ability to develop a thorough understanding of Pacific Source products and the competitive environment.
• A working knowledge of underwriting and risk factors.
• Ability to work reliably and professionally with both inside and outside the organization.
• Must have the ability to be self‑motivated and self‑directed in daily work.
• Thorough understanding of health insurance issues, both national and State, and the factors that affect the insurance market.
• Excellent public relations skills and public speaking ability.
• Ability to effectively explain plans and administration to groups of varying educational backgrounds and familiarity with benefits.
• Ability to effectively communicate with various internal departments.