Regional Vice President

Kaufman Financial Group Irvine , CA 92606

Posted 3 days ago

Burns & Wilcox is seeking a dynamic, forward-thinking leader to drive strong and sustainable growth in our Southwest region. The Vice President will lead, develop, and oversee the overall performance of the Southwest offices. This position will focus on developing strategies for profitability, growth, and retention of business within the assigned region. The successful candidate will have previous experience as a transformational team leader in the insurance industry. This person can be located on the west coast and would be required to travel frequently to our offices in our Southwest region.

Responsibilities

  • Identify opportunities for strategic growth of a Burns & Wilcox region; develop and executive coordinating business plans to ensure the profitability, growth objectives and operational efficiencies of the region

  • Continuously analyze the regional territory to assess market trends, changes or relationship needs, and revise business plan accordingly

  • Develop and inspire a unified team across the offices in the region; set and achieve consistent performance standards and effectively drive a collaborative business approach

  • Effectively lead and manage the employees of the region, including a team of management, underwriter and broker producers, and support staff

  • Responsible for team and performance management including developing, training and mentoring talent in sales and service; identify and develop tools and opportunities to improve sales capabilities with office leadership and producers

  • Attract and retain top talent; work closely with leaders on developing bench strength and succession planning for all key positions

  • Partner with a service-oriented corporate headquarters team

  • Define and monitor successful sales and marketing strategies

  • Ensure the overall operations of the offices driving consistency and quality in all processes; including all aspects of new business opportunities, renewal reviews, marketing procedures, training and staffing

  • Develop and administer the annual budget for a cost-effective operation and provide oversight for office Profit & Loss

  • Supervise execution of company underwriting guidelines, corporate policy and procedures, and compliance with contract terms

  • Partner with office leadership to manage relationships with retail agents and underwriter/broker producers

  • Monitor competitive climate and seek opportunities to access new insurance markets and products

Qualifications

  • Bachelor's degree or equivalent combination of education and experience

  • Minimum 8 years of experience as a sales team leader including direct management experience

  • Minimum 8 years of multi-line underwriting/production experience, excess & surplus experience preferred

  • Prior experience managing an office and/or a region of multiple locations

  • Strong general management background with P&L accountability

  • Demonstrated ability to lead, influence and motivate a team

  • Ability to develop and manage strong relations with clients, carriers and third parties

  • Demonstrated proficiency in sales and marketing

  • Insurance license, CPCU, CIC or comparable designations preferred

Compensation Package

  • Competitive compensation with base salary and bonus earning potential. CA salary range $200,000-$,350,000 plus bonus package.

  • Flexible and hybrid work options

  • Employer paid professional development, including continuing insurance education courses, designations, certifications and licenses

  • Health and welfare benefits including medical, vision and dental

  • 401K with employer match

  • Paid vacation, sick time, and holidays

About Our Company

About our Company:

Burns & Wilcox is the nation's largest independent wholesale insurance broker and underwriting manager. In 1969, the late Herbert W. Kaufman recognized an opportunity to fill a void in the industry by establishing Burns & Wilcox as a wholesale brokerage and underwriting organization that would provide brokers and agents with unique access to a variety of insurance markets and help place their specialty risks. Today under the leadership of Mr. Kaufman's son, Alan Jay Kaufman, that entrepreneurial spirit is thriving as Burns & Wilcox offers comprehensive solutions for retail insurance agents of all sizes, from the large alphabet houses to the more than 30,000 brokers and agent partners worldwide.

Equal Opportunity Employer

The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.


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