Jobs · Training

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.

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