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Senior Vice President
Job in
Petaluma, Sonoma County, California, 94954, USA
Listed on 2026-06-24
Listing for:
Insurance Inc
Full Time
position Listed on 2026-06-24
Job specializations:
-
Sales
Insurance Sales -
Insurance
Insurance Sales
Job Description & How to Apply Below
US CA Petalumatime type:
Full time posted on:
Posted 3 Days Agojob requisition :
JR101212
** WHO WE ARE
** Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
** WHAT WE’RE LOOKING FOR
** The Senior Vice President is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients.
The Senior Vice President projects a professional company image through all interactions with clients, insurance carriers, co-workers and others.
** WHAT YOU'LL BE DOING
*** Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
* Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).
* Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met.
* Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources.
* Documents new business activity in Relation’s sales tracking system.
* Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in Relation’s sales tracking system.
* Develops and presents recommendations to clients based on consultative selling approach.
* Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients.
* Recommends and assists clients with technical services including loss control and claims. advocacy programs utilizing our in-house loss control and claims advocacy teams.
* Seamlessly transitions sold clients to the designated client service/account management team.
* Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers.
* Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.
* Leverages innovative technology, including proprietary AI solutions, throughout the sales process to enhance prospect engagement, drive informed decision‐making, and deliver a best‐in‐class client experience.
* Performs other projects, duties, and tasks, as assigned.
** WHAT YOU NEED TO BRING TO THE TABLE
*** High school diploma or equivalent required.
* Minimum 2 years’ proven sales experience in the insurance industry.
* Strong negotiator, avid problem solver and works well with different personalities to ensure sale.
* In depth understanding of insurance markets, products and usages is necessary, as well as insurance rating and underwriting procedures.
* Outstanding interpersonal and communications skills are required to explain complex coverages, receive and interpret information and respond appropriately.
* Must have an in-depth understanding of complex commercial lines coverage and industry operations.
* Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.
* Ability to prioritize and handle multiple tasks in a demanding work environment.
* Willingness to adhere to all principles of confidentiality.
* Ability to work independently and as a team.
* Has a keen sense of humor, a competitive drive…
Position Requirements
10+ Years
work experience
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