• Territory Sales & Distribution Manager

    Location Name CA, Walnut Creek
    Date Posted
    1 month ago(2/19/2019 10:34 AM)
    Preferred Employers Insurance
    Primary Location
    US-CA-Walnut Creek
  • Company Details

    Preferred Employers Insurance_Logo


    Preferred Employers Insurance Company began operations in San Diego, California in 1998. The company provides workers’ compensation insurance for a wide variety of industries. Our goal is to provide our customers with a stable and reliable workers’ compensation insurance product regardless of market cycles. We are dedicated to being the preferred workers’ compensation insurance solution for California businesses.


    The Manager of Sales & Distribution – Central California is responsible for the Central Valley (I-99 Corridor) and Central Coast Sales Territory- Area encompasses region south of Sacramento, south on I-99 to Bakersfield and west to the Central Coast, including San Luis Obispo, Santa Barbara up to Monterey/Santa Cruz.  This position is all about sales solicitation and the sales management of assigned brokers/producers and generating programs sales. The role involves setting in motion sales plans and driving the necessary strategies and sales actions needed to maximize profitable growth for Preferred Employers in this territory.  This is a dual-purpose/dual-role function representing both Preferred Employers Insurance Company and Preferred's captive agency, Preferred Connect Insurance Center, LLC.


    Primary responsibilities are as follows:

    • Develop, implement and drive sales plans with both current brokers and new brokers to meet company goals.
    • Identify, develop, implement, and manage program sales plans with target groups of business owners to meet both Preferred’s and Preferred Connect’s sales goals.
    • Monitor both new sales and retention metrics monthly to ensure premium plan goal achievement.
    • Works closely with all company departments to optimize PEI’s brand offering to the marketplace.’ This is an "on-the-road" type function requiring lots of windshield time, high-level of communications skill, direct broker contact and direct selling contact with targeted prospects/clients.
    • Job demands ongoing sales prospecting and finding qualifying deals originating from territory.
    • Expectation is that candidate will operate out of their automobile, their home office and PEI’s Walnut Creek/San Diego office as needed from time to time.


    Our ideal candidate will have the following:


    • BA/BS degree from an accredited institution, or equivalent.
    • Strong written and verbal communication skills, attention to detail and deadline structures.
    • Ability to work both independently and collaboratively with all levels of staff.
    • Proficient with MS Office software.
    • Active California Insurance Broker-License.
    • 10+ years of insurance experience. California specific experienced a plus.

    *Position operates out of Fresno, California.


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