Regional Account Manager

As the Regional Account Manager, you are responsible for the identification, business development, acquisition and maintenance of client relationships within the brokerage, credit union, auto club and travel agent communities within a designated region.

• Develop and maintain a current business plan ensuring its alignment with department and corporate business plans.
• Build client relationships and source new opportunities through an organized calling program focused on both existing and prospective clients.
• Prepare and deliver sales proposals and presentations to existing and prospective clients emphasizing the benefits and suitability of current products.
• On occasion, may assist with the development of new products to meet unique needs of key clients.
• Work with other members of the business development/sales support team to ensure an efficient and professional delivery of services to larger clients.
• Attend business development related functions such as trade shows for brokers, auto clubs, credit unions and travel agents.
• Develop and maintain a thorough understanding of the current market environment including knowledge of primary competitors and their products.
• Attend weekly sales meetings and present results against objectives on a quarterly basis.
• Prepare weekly schedule and report the weekly plan in advance.
• Achieve performance targets.
• Collaborate and communicate effectively with team members and all other teams.
• Responsively and effectively handle issues.
• Look for ways to improve customer experience.
• Promote and model TuGo culture, values, and brand promise.
• Continuously build professional and technical expertise.
• Other duties as required.
  

• Degree or diploma in business or a related discipline, or equivalent industry education (CAIB, CIP, CHS, CLU designations)
• 5+ years of progressive sales/business development experience in insurance or financial services
• Thorough understanding of insurance distribution in either the property & casualty or financial services markets
• Strong negotiating and selling skills
• Thorough knowledge of the Canadian travel insurance industry/competitive market place is an asset
• Self-motivated with the capability to work independently to achieve targets
• Very strong organizational and time management skills
• Experience using databases
• Level 1 Insurance Licence; Level 2 preferred and Accident & Sickness Licence
• Must possess a valid driver’s license and be able to travel approximately 25% of time
• Excellent written and verbal English communication skills
• Ability to speak additional languages (Cantonese or Mandarin) is an asset.
• Strong team player and positive contributor
• Proficient in MS Office Suite and able to learn applications quickly
• Well-developed analytical, problem-solving, and decision-making skills
• Able to consistently live our values of being purposeful, achievement-oriented, cohesive, evolutionary and treating others as you want to be treated
• A strong customer experience focus
• A passion for continuous learning and professional achievement
• A passion for travel