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About the role
Key responsibilities & impact- Develop and execute a national sales strategy to grow wholesale commercial insurance premium volume across all product lines.
- Own revenue targets and hold regional teams accountable to pipeline, conversion, and retention metrics.
- Partner with executive leadership to align sales initiatives with platform capabilities and carrier relationships.
- Drive market penetration by identifying and prioritizing high-value retail agent and broker segments.
- Recruit, develop, and lead a national field sales force organized into 4–6 geographic regions, each managed by a Regional Sales Director or Manager.
- Set regional goals, monitor performance dashboards, and conduct regular business reviews with regional leaders.
- Establish sales playbooks, pricing guidance, and escalation paths for complex commercial accounts.
- Oversee a centralized inside sales / prospecting phone room responsible for identifying, qualifying, and onboarding retail agents and brokers onto the platform.
- Define KPIs including outbound call volume, agent appointments set, platform activations, and first-submission rates.
- Implement scripts, training programs, and CRM workflows to maximize prospecting efficiency and conversion.
- Champion the adoption of the company’s real-time rate, quote, and bind digital platform among agents and brokers.
Requirements
What you’ll need- 10+ years of progressive sales experience in commercial insurance, with at least 5 years in wholesale / E&S brokerage.
- Demonstrated success leading multi-region or national sales teams of 20+ professionals.
- Deep understanding of commercial lines products (property, casualty, general liability, professional lines, etc.).
- Proven track record managing inside sales or phone room operations, including KPI ownership and team coaching.
- Experience selling to or through retail agents and independent brokers.
- Strong analytical skills with the ability to build and interpret sales dashboards and pipeline reports.
- Exceptional communication, negotiation, and executive presence.
- Experience with insurtech or digitally-enabled wholesale platforms (e.g., real-time raters, API-connected markets) preferred.
- Familiarity with MGA / MGU structures and delegated underwriting authority relationships preferred.
- Prior P&L or budget responsibility at a VP or SVP level preferred.
- Bachelor’s degree in Business, Finance, or related field; advanced degree or CPCU designation a plus.
Benefits
Comp & perks- Competitive base salary + performance-based bonus tied to premium volume and team KPIs.
- Equity participation in a high-growth insurtech platform.
- Comprehensive benefits including health, dental, vision, and 401(k) with company match.
- Remote-first with travel as needed to support regional teams and key agent relationships.
- The opportunity to build and shape a national sales organization from the ground up.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales strategy developmentpipeline managementKPI definitionsales dashboard interpretationcommercial lines productsinside sales managementteam coachingprospecting efficiencyCRM workflowsbudget responsibility
Soft Skills
communicationnegotiationexecutive presenceanalytical skillsleadershipteam developmentperformance monitoringgoal settingcollaborationstrategic thinking
Certifications
Bachelor's degreeadvanced degreeCPCU designation
