Note: The job is a remote job and is open to candidates in USA. Vela Insurance Services, a Berkley Company, specializes in Excess and Surplus Lines Casualty and Professional Liability insurance solutions. The Manager of Distribution Strategies & Sales Enablement will support distribution and broker engagement efforts through analytics and cross-functional coordination, while managing broker relationships and driving sales enablement initiatives.
Responsibilities
- 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
- Assist with planning and execution of broker-facing and internal events (e.g., regional meetings, Underwriting Summit)
- Coordinate broker licensing documentation and support compliance tracking with internal partners
- 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
- Execute components of the broker relations and sales enablement strategy across segments
- Deliver accurate reporting and insights on sales performance and distribution effectiveness
- Manage broker assignments and support tracking of productivity and profitability metrics
- Contribute to a culture of accountability, collaboration, and continuous improvement
- Travel as needed to support broker meetings, industry events, and internal initiatives
Skills
- Bachelor's degree or equivalent experience
- 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
- CPCU, ARM, or other industry designations
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