Vice President - Voluntary Insurance

Job Description

As Vice President, Voluntary Insurance, Sales & Account Management you'll 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, you'll architect and implement sales and account management strategies that push past expected outcomes. You'll 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
• Bachelor's 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 KPI’s to measure success and to exceed goals excites you
• You are experienced in working with large group accounts with 1000+ employees