Senior Vice President

## Senior Vice President Apply locations:
US CA Petalumatime type:
Full time posted on:
Posted 16 Days Agojob requisition :
JR101214
** 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.
** A GLIMPSE INTO YOUR DAY
*** 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 the appropriate system(s).
* Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in the system in place at that time.
* 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.
* Has a keen sense of humor, a competitive drive and winning spirit.
* 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 SUCCESS LOOKS LIKE IN THIS ROLE
*** High School diploma or equivalent required.
* A minimum 2 years’ sales experience in the insurance industry with a focus on health and welfare lines of coverage is required.
* Strong analytical and mathematical skills.
* Strong networking and strategic vision of relationship building and utilization of Centers of Influence (COI).
* Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
* In-depth understanding of complex employee benefits lines of coverage.
* Outstanding written and verbal communications skills are required to maintain effective relationships with clients, co- workers, underwriters, vendors and others.
* Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.
* Strong working knowledge of insurance markets, products and usages, as well as insurance rating and…