VP, Voluntary Insurance, Sales & Account Management

As Vice President Voluntary Insurance Sales & Account Management youll be responsible for building and executing the sales and account management strategy to drive significant growth in our voluntary insurance business. In this executive level role youll architect and implement sales and account management strategies that push past expected outcomes. Youll lead teams who look to you for inspiration direction and the systems that enable their success and position the team and company for market leadership in the supplemental health and P&C insurance space.

Strategic Sales Leadership

    Develop and implement comprehensive sales strategies to achieve ambitious revenue targets for our voluntary insurance (worksite) business
    Build lead and mentor high-performing quota-bearing sales teams focused on supplemental health and P&C insurance products
    Establish scalable sales processes performance metrics and accountability systems that drive consistent results
    Create effective territory management and account targeting methodologies to optimize market coverage

Account Management Excellence

    Design and implement account management frameworks that maximize client retention and expansion opportunities
    Develop structured account planning processes and service delivery models aligned with client segmentation
    Lead quarterly business reviews and strategic account planning initiatives with key clients
    Implement proactive retention strategies to minimize attrition and maximize client lifetime value

Process Development & Optimization

    Build the foundational sales and account management processes needed for sustainable growth
    Implement effective pipeline management forecasting and reporting methodologies
    Develop comprehensive sales playbooks training programs and enablement resources
    Establish data-driven performance monitoring systems to continuously improve team effectiveness

Cross-Functional Leadership

    Partner with Product and Carrier teams to ensure our insurance offerings meet market needs
    Collaborate with Marketing to develop compelling value propositions and sales materials
    Work with Operations to ensure seamless implementation and ongoing service delivery
    Engage with Finance/BI to develop accurate forecasting models and growth projections
#LI-Hybrid

Qualifications :

• 10 years of progressive leadership experience in insurance sales with specific expertise in voluntary benefits
•  Proven track record building and leading quota-exceeding sales teams to consistent revenue growth
• Deep knowledge of supplemental health insurance (accident critical illness hospital indemnity) and P&C products
• Demonstrated success in establishing scalable sales processes and account management frameworks
• Experience selling to CHRO/Heads of Benefits and establishing broker relationship
• Strong strategic thinking with the ability to translate vision into executable plans
• Excellent leadership skills with proven ability to recruit develop and retain top sales talent
• Deep understanding of voluntary benefits market dynamics and competitive landscape
• Strong analytical capabilities with experience using data to drive sales strategies
• Exceptional communication and relationship-building abilities
• Bachelors degree required; MBA or advanced degree preferred
• Licensed in P&C and Supplement Health
• Travel 10-25%

What Sets You Apart: 

• You are experienced at leading and coaching a goal achieving quota bearing team and making strategic decisions based on data
• You have experience working at a brokerage or in a similar capacity with worksite benefits
• You have deep voluntary insurance industry knowledge that might include valuable industry certifications such as Certified Employee Benefit Specialist (CEBS) Chartered Life Underwriter (CLU) 
• Creating and improving sales processes and revenue management by establishing structure processes and KPIs to measure success and to exceed goals excites you
• You are experienced in working with large group accounts with 1000 employees

Additional Information :

EBG offers outstanding employee benefits including:

• Medical Dental & Vision
• 401k Match
• Short Term Disability Long Term Disability (Company Paid)
• Basic Life and AD&D (Company Paid)
• Additional Voluntary Benefits (additional life legal critical care and more)
• Flexible Work Arrangements
• 3 Weeks of PTO 5 Personal Days
• Paid Holiday Break from Christmas to New Year
• Paid Holidays
• Fitness Centers (location dependent)
• Annual Day of Giving
• Company Bonus Program
• Share in the FUN! EBG gives $1000 per year in Tickets-At-Work gift cards to full-time employees to experience and enjoy the savings marketplace!

Remote Work :

No

Employment Type :

Full-time