Regional Executive - Charlotte

Regional Executive (Territory Manager)

Job Summary

Seeking a dynamic and results-driven Regional Executive to lead and grow our presence in the assigned region. The ideal candidate will be responsible for driving profitable revenue growth through strategic partnerships with retail agencies, insurance carriers, and digital affiliates. This role requires a strong background in insurance distribution, business development, and relationship management. The Regional Executive will play a pivotal role in achieving submission, premium production, and loss ratio goals while serving as a key representative of our organization in the industry.

Compensation Package

• Base Salary: $80,000 - $100,000 annually (commensurate with experience and location)
• Equity Opportunity: Available
• Benefits Include:
  • Medical, Dental, and Vision Coverage
  • HSA, FSA, and Dependent Care Savings Accounts

Responsibilities

• Achieve annual gross written premium and submission business plan for the assigned region.
• Build and maintain strong relationships with retail agencies, insurance carriers, and digital affiliates to drive submission volume for admitted products.
• Conduct a minimum of 12+ customer visits weekly, with a mix of in-person (60%) and virtual (40%) meetings.
• Identify trends and customer needs to build a robust sales pipeline aligned with the annual business plan.
• Serve as a key external representative of the organization at broker visits and industry events.
• Set and track new business production goals with key broker and strategic partners, providing regular updates and adjustments to plans as needed.
• Collaborate with the field underwriting team to maximize regional production.
• Identify and execute book roll opportunities for current and new product offerings.
• Provide feedback to enhance sales and business development strategies, processes, and best practices.
• Complete continuing education courses or industry designations to maintain subject-matter expertise.

Qualifications/Requirements

Required:

• Bachelor’s Degree.
• Minimum of 5 years of experience in outside sales, business development, or insurance distribution, including managing broker or agency relationships.
• Demonstrated ability to collaborate effectively at all organizational levels.
• Proven track record of achieving sales and production goals.
• Strong interpersonal, analytical, and influencing skills.
• Excellent communication and leadership abilities.
• Proficiency in project management and organizational skills.
• Ability to work in a fast-paced, entrepreneurial environment.
• Valid driver’s license and reliable transportation with an acceptable motor vehicle record and proof of auto insurance.

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