Senior Vice President

About the role

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.

Responsibilities

• A c h i e v e s a n n u al n e w r e ve n u e o b j e c t i ves t h r o ug h co n s u ltat i ve s al e s to ne w c li en t s a n d exp a ns i o n o f se rv i c e l i ne s to ex i s t i n g c l i en t s.
• Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).
• D e vel o p s a n nu al, individual s al e s p lan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to e n su re s tat e d g o als are co ns i s t e n t l y met.
• Bu i l d s a n a c t i ve p i pe l i n e o f q u a lif i e d p r os pe c t s , g e ne rat i n g l e a d s f r o m pe r s o n al c o n tact s , c li en t r e f e r r al s , prospect pursuit campaigns (PPC's), other Relation colleagues a n d Relation mar k e t i n g s o u rce s.
• D oc u m en ts n e w bu s i n e s s a c t i v i ty in Relation's sales tracking system.
• Appropriately c l o s e s ne w b us i ne s s , d oc u m en t i n g wo n /l o s s o pp o r t un it i e s a n d r e a s on s f o r a l l c li e n t s in Relation's sales tracking system.
• D e vel o p s a n d p r es e n ts r e co mme nd at i o n s to c li e n ts b a s e d o n co n s u ltat i ve s e ll i n g a p p r o a c h.
• Assesses & identifies risk issues , n ee d s a n d p o s s i b l e u n i n s u ra b l e o r d iffi c u lt to i n s u re e xp os u r e s f o r cl ien t s.
• R e co mme nd s a n d a ss i s ts c li e n ts w ith technical services including l o s s co n t r o l and claims. advocacy p r o g rams u t i li z i n g our i n- h o us e l os s co n t r o l and claims advocacy t e ams.
• Se aml e s s ly tr a ns it i o n s s o ld c l i en t s to t h e d e s i g n at e d c li en t se rv i c e /a cco un t ma n ag e m en t t e am.
• Se rv e s a s c li e n t's va lu e d a d v i s o r, bui l di n g a s t rat e gi c a n d pe r s o n al r el at i o n s hi p w i t h k e y c li e n t d e c is i o n mak e r s.
• C o mm un i c at e s w ith l e a de r sh i p , p r o vi d i n g f i e ld i n p u t o n mark e t t r e nds , co m pe t i t o r a n al y s is a n d o t h e r b u s i n es s i n t e l l i g e n c e.
• 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 and winning spirit.
• Must value operating in a collaborative work environment.
• Ability to show initiative, good judgment, and resourcefulness.
• Ability to advise clients concerning their insurance needs.
• Ability to calculate and perform mathematical functions.
• WHAT WE WILL BRING TO THE TABLE
• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health

Benefits

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