Regional Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver continual training across all builder and lender divisions within the designated region.

• Advocate for WIA services and advantages to clients and their customers.

• Oversee a portfolio of clients associated with homebuilding and mortgage sectors.

• Act as the main point of contact for service requests, inquiries, and relationship management.

• Collaborate cross-functionally to address issues and ensure compliance with CFPB, RESPA, and mortgage industry regulations.

• Assist in the management of marketing materials and promotional items.

• Print and distribute marketing materials to clients.

• Keep precise client records within agency management systems.

• Address client inquiries, resolving issues or escalating complex matters as needed.

• Participate in all scheduled meetings.

• Visit clients in specified or targeted territories according to road map guidelines.

• Develop and send monthly communications to all clients.

• Educate clients about the insurance sector, insurance carriers, and current market capacity.

• Travel to various locations as necessary.

⛳️ Requirements

• Two to three years of experience in Insurance Sales, Marketing, or a comparable combination of education and/or experience.

• Active Property & Casualty Agent’s license (or ability to secure one).

• Familiarity with Property & Casualty insurance products across multiple states and carriers.

• Experience with state-specific solicitation and selling regulations from the Department of Insurance.

• Exceptional verbal, written, and presentation abilities.

• Proficiency in computer skills, particularly with Windows-based applications.

• Strong attention to detail and capability to prioritize work tasks.

• Reliable, self-driven, and able to take initiative with minimal supervision.

• Willingness to travel frequently (50% or more of the time).

• Capacity to operate personal computer equipment for six to eight hours daily.

• Ability to occasionally lift and/or move up to 25 pounds.

🏝️ Benefits

• Frequent travel requirement (50% or more of their time).

• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.