Manager, Distribution Strategies & Sales Enablement
Vela Insurance Services (a Berkley Company) · Scottsdale, AZ · 4 wk ago
TrainingFull-time
Responsibilities
- Support Vela’s distribution and broker engagement efforts through strong execution, analytics, and cross-functional coordination.
- Partner closely with leadership to implement distribution strategies, support broker relationships, and drive sales enablement initiatives.
- Operationalize key programs, maintain data integrity, support performance insights, and contribute to broker engagement activities, including industry events and internal initiatives.
Broker Engagement & Relationship Support
- Maintain and manage broker assignment data, territory alignments, and distribution records to ensure accuracy and consistency.
- Support broker performance tracking by compiling, validating, and analyzing data on production, submission flow, hit ratios, and profitability.
- Generate standardized and ad hoc reports and dashboards for distribution reviews and territory assessments.
- Support annual territory review process, producer council preparation, and sales meetings.
- Participate in industry conferences and broker events to support relationship development and brand presence.
- Aid in planning and execution of broker-facing and internal events (e.g., regional meetings, Underwriting Summit).
- Cook up and support compliance tracking with internal partners.
Sales Enablement & Training
- Coordinate logistics for underwriting and sales training programs (scheduling, materials, attendance tracking, follow-up).
- Maintain and update training materials, presentations, and reference documentation.
- Support preparation and documentation for internal sales and underwriting meetings and initiatives.
Qualifications
- Bachelor’s degree or equivalent experience.
- CPCU, ARM, or other industry designations preferred.
- 5+ years of experience in insurance, sales operations, underwriting support, or related field.
- Strong interpersonal and communication skills; comfortable engaging with external partners.
- Demonstrated ability to execute projects and manage competing priorities.
- Strong analytical and organizational skills with attention to detail.
- Proficiency in Excel and reporting tools.
- Willingness to travel as needed.