Sales Development Manager - (Greater Los Angeles)

Windward Risk Managers is seeking a Sales Development Manager to enhance customer service and sales through effective agency contact management. The role involves setting and achieving sales metrics, implementing consultative selling approaches, and maintaining competitive intelligence.

Responsibilities:

• The SDM will be measure against metrics areas of Quotes, Applications, Profitability and Retention
• This will measure the number of agents with the defined bands at the beginning and the end of the calendar year
• Works with team to implement a consultative selling approach in which we obtain an in-depth understanding of how our agents do business and what needs are important to them
• Collecting Agency Profile Information – goal is to have all profile fields completed for 90% of our full appointed agents
• Contact Management – implement and track the number of face-to-face visits and phone contact with agencies. All contact information to be entered in Sugar database
• Surface and comment any changes taken place in the marketplace by our competitors. Document information on weekly report that is submitted to Director
• Update and document a weekly activity report that will be discussed on weekly departmental conference call
• Periodically meet with senior management to review regional goals per agent; strategies for contact management and competitive intelligence
• Utilization of the Inside Sales Rep Team (ISR)

Requirements:

• Bachelor's Degree or equivalent training and experience
• 3 or more years outside sales experience
• CA Excess & Surplus License required (must be obtained within the first 30 days of employment)
• Excellent verbal and written communication and analytical skills necessary
• Able to handle multiple tasks with varying deadlines
• Proficiency with MS Office systems including Word, Excel, Outlook, Teams, and PowerPoint
• Must be a self-starter with the ability to work independently
• Ability to adapt to changing priorities
• At least 3 years' experience in a P&C insurance sales capacity