Westfield Health

Senior Vice President, Distribution

Westfield Health

full-time

Posted on:

Location Type: Hybrid

Location: San Francisco • California • United States

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Job Level

Senior

About the role

  • Spearhead client engagement to bolster profitable growth within key client segments, ensuring exceptional "client experience" through strategic planning, thought leadership, and relationship management.
  • Lead the effort to raise corporate profile, effectiveness, and reputation by deepening and extending our agency/brokerage relationships:
  • Support the overall strategic management of the key broker relationships.
  • Developed under-served territories.
  • Identify and qualify new broker relationships.
  • Cultivate and sustain relationships with primary stakeholders within our top-tier accounts and their distribution allies.
  • Drive key business development strategies (broker diversification, account targeting and cross-sell) in conjunction with our brokerage partners that maximize revenue opportunities across a wide territory.
  • Actively manage meeting calendars, agendas and follow ups with our key agency partners.
  • Interact and develop relationships with each key broker's "relationship manager."
  • Design and implement client engagement strategies in tandem with profit center leaders.
  • Facilitate client-centric advisory sessions, in partnership with profit center leadership and marketing teams.
  • Exhibit a thorough understanding of the Specialty commercial marketplace by staying well-informed about offerings, services, market positioning, and unique selling points.
  • Collaborate with data analysts to pinpoint growth indicators, creating and enhancing data / tools to track progress and drive cross selling

Requirements

  • Minimum of 10 years of industry experience with responsibilities encompassing: underwriting, product development, risk management, distribution strategy, needs assessment, and client relationship management.
  • Highly visible and well known to the insurance community; Ability to establish relationships in the local brokerage community is mission critical.
  • Deep understanding of agent/ broker's marketing and distribution strategies.
  • Strong business development, client engagement and relationship management skills including account rounding, and retention relationship management, and business development skills.
  • Experience optimizing CRM data and information
  • Strong Project Management, Sales and Presentation Skills a must
  • Demonstrated communication skills to interact well with Senior Management & external partners
  • Demonstrated attention to detail and accuracy
  • Robust problem solving, conflict resolution and negotiating skills
  • Displays initiative and ability to work independently
  • Ability to travel as needed, approximately 25% - 30% of time
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
underwritingproduct developmentrisk managementdistribution strategyneeds assessmentclient relationship managementCRM optimizationbusiness developmentaccount roundingpresentation skills
Soft Skills
client engagementrelationship managementcommunication skillsattention to detailproblem solvingconflict resolutionnegotiating skillsinitiativeindependent workorganizational skills