Sales Leadership & Strategy:
- Develop and execute a national sales strategy to grow wholesale commercial insurance premium volume.
- Own revenue targets and hold regional teams accountable to pipeline, conversion, and retention metrics.
- Drive market penetration by identifying and prioritizing high-value retail agent and broker segments.
Regional Team Management:
- Recruit, develop, and lead a national field sales force organized into 4–6 geographic regions.
- 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.
Digital Platform Adoption & Agent Experience:
- Champion the adoption of the company’s real-time rate, quote, and bind digital platform among agents and brokers.
- Collaborate with product and technology teams to relay agent feedback and prioritize platform enhancements.
- Track and report on digital submission volume, bind rates, and platform engagement as core sales metrics.
Breezy
They are a digitally-enabled wholesale commercial insurance brokerage. They appear to be a high-growth insurtech platform.