The Kilpatrick Companies, an Amwins Connect company, is conducting a candidate search looking for a Regional Sales Manager for Texas.
The Kilpatrick Companies ("Kilpatrick") are a general agency specializing in employee benefits headquartered in Houston, TX. We are one of the largest regional General Agencies in the nation and the largest in the Texas Gulf Coast region. Our mission is to optimize brokers' capacity to grow with optimal efficiency by assuming the most cumbersome administrative tasks and delivering knowledge, tools, and insights adapted through a history of innovation. Our team members' knowledge and expertise bring years of industry expertise, customer service, education, broker resources, creative problem solving, and Agile technology systems. The goal is always the same - to help brokers succeed.
Kilpatrick houses a comprehensive collection of group benefits products including large and small group medical for fully insured and self-funded, dental, vision, term life insurance plans, specialty programs, and third-party administration. Please visit our website at .
The Kilpatrick Companies are an operating company of Amwins Group, the largest wholesale brokerage and group insurance administrator in the world with annual placed premiums of more than $40B. We are privately held with the employees owning the majority stake. We have over 65 operating companies across 5 divisions, over 175+ locations around the world, and 7.5k employees. Amwins has expertise across a diversified mix of property, casualty, and group benefits products, and offers value-added services to support these products, including product development, underwriting, premium and claims administration, and actuarial services. Please visit our website at .
Position Overview
The Regional Sales Manager is a crucial member of the Kilpatrick team and will join a high performing growth and revenue generating team. We are seeking a Regional Sales Manager to play a key role in developing, maintaining, and growing retail broker relationships. The role requires managing, negotiating, and advising brokers with a consultative approach.
Position requires market-based knowledge to provide brokers with tailored employee benefit solutions, including fully insured, self-funded and level-funded programs across all benefit lines. The duties include cultivating new broker partnerships by generating broker leads, qualifying prospects, and managing our portfolio of products and services.
Responsibilities
- Build productive, long-lasting relationships by identifying and evaluating broker needs through education, advising, and growing brokers' revenue with a consultative approach.
- Work with brokers to develop insurance solutions that will meet their clients' needs.
- Utilize various methods of communication as primary means of contacting and cultivating relationships to include in-person broker visits, presentations, in addition to phone and online communications.
- Leverage company proprietary tools and technology to enhance broker relationships and drive sales activities.
- Create territory/account plans including opportunity development, competitive strategies, and targets.
- Identify and create new opportunities and work with sales leaders and cross functional teams to continuously increase prospect funnel.
- Understand technology solutions available in the employee benefit marketplace including Benefit Administration systems and underwriting tools.
- Track and communicate market trends to/from the field including competitor data and develop effective counter strategies.
- Work in a team environment that includes best-in-class back-office support and work to meet annual sales' goals and company objectives.
- Represent Kilpatrick by attending meetings, events, and training to maintain a competitive advantage.
- Consult with brokers and carriers to provide underwriting information to the carrier.
- Develop deep relations with Kilpatrick carrier partners.
Qualifications
- Proven sales experience with group medical or ancillary insurance experience
- Track record of over-achieving goals.
- Solutions-oriented mind-set.
- Strong knowledge of various sales techniques and pipeline management.
- Current Life & Health insurance license.
- Proficient in MS Office software, especially MS Outlook and Excel.
- Effective communication, negotiation, and interpersonal skills.
- Self-motivated and achievement driven.
- Exemplary time management skills.
- Firm grasp of fully insured and level funded medical products and local insurance markets.
- Ability to travel for internal conferences and/or training.
Core Competencies
- Expertise: Develops job knowledge and expertise through continual professional development. Uses technology and reporting to drive sales objectives.
- Brand Ambassador: Represent the Kilpatrick Companies in customer and prospect interactions.
- Educator: Educates customers on the product, service and solution strategy that will benefit them financially and professionally.
- Strategic Focus: Monitors industry competitors, new products, and market conditions.
- Team oriented/strong interpersonal skills. Comfortable working with dynamic and diverse customers, and able to handle personalities and situations with a positive can-do attitude.