SW Regional Leader

The SW Regional Leader provides strategic and operational leadership for assigned offices, with accountability for revenue growth, profitability, sales execution, talent development, and overall office performance. Success in this role is driven by a strong leadership presence, disciplined execution, effective sales coaching, and ownership of full P&L and operational responsibilities. This role operates as a player-coach, balancing individual production responsibilities with active oversight of office performance and team development. The Regional Leader mentors teammates, reinforces sales and service standards, drives accountability, and addresses execution or engagement gaps through timely coaching, performance management, and clear communication of expectations.

Responsibilities

Reinforce expectations around sales activity, responsiveness, and professionalism; Support consistent execution of sales best practices across assigned offices; Serve as a first-line coach and sounding board for producers on approach, prioritization, and execution; Identify execution risks or gaps early and escalate appropriately; Develop, direct, and execute sales strategies aligned with office goals and company objectives; Lead and inspire the sales team to achieve revenue targets and expand market presence; Identify growth opportunities and implement initiatives to build a strong sales pipeline and customer base; Drive strong P&L performance through disciplined financial leadership, strategic decision-making, and operational execution; Accelerate profitable growth by increasing revenue, improving margins, and maintaining effective expense management across assigned offices; Leverage financial, sales, and operational analytics to identify trends, uncover performance opportunities, mitigate risk, and support data-driven business decisions; Monitor key performance indicators and office-level results to improve productivity, strengthen accountability, and ensure achievement of financial objectives

Requirements

Valid State Insurance license(s); Bachelor’s degree, preferably in Risk Management, Insurance, or Business Administration or equivalent work experience; Minimum of 5 years of relevant wholesale casualty sales leadership experience; Strong technical wholesale (Casualty) insurance knowledge; Proven track record of leadership, sales, and operational excellence; Excellent communication, interpersonal, time management and negotiation skills; Proficient in Microsoft Office Suite and agency management systems; Flexibility to travel as needed (up to 60%)

Nice to have

Industry certification(s) preferred

Benefits

Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance; ESPP; 401k; Student Loan Assistance; Tuition Reimbursement; Free Mental Health & Enhanced Advocacy Services; Paid Time Off, Holidays, Preferred Partner Discounts