
201 - 500 employees
🛡️ Insurance
⚕️ Healthcare Insurance
💸 Finance
💰 Private Equity Round on 2021-03
Insurance • Healthcare Insurance • Finance
Vault Insurance is a provider of high net worth personal insurance, offering customized solutions designed for individuals and families. The company emphasizes reducing risks through data-driven technology to protect assets that are valuable on a personal level, such as cherished moments, family memories, and priceless legacies.
🔥 2 minutes ago
Where this job comes from
Posted on Vault Insurance's careers page, not through a job board
First seen by Remote Rocketship 2 minutes ago

201 - 500 employees
🛡️ Insurance
⚕️ Healthcare Insurance
💸 Finance
💰 Private Equity Round on 2021-03
Insurance • Healthcare Insurance • Finance
Vault Insurance is a provider of high net worth personal insurance, offering customized solutions designed for individuals and families. The company emphasizes reducing risks through data-driven technology to protect assets that are valuable on a personal level, such as cherished moments, family memories, and priceless legacies.
• Lead overall sales strategy and execution across the Western territory. • Drive new business production, retention, and profitable growth across all lines. • Maintain a strong personal presence with key agencies, top partners, and strategic prospects. • Provide market intelligence on competitors, pricing, and product positioning to leadership. • Develop regional growth strategies for California, the Pacific Northwest, Mountain States, Southwest, and other assigned Western markets. • Lead, coach, and develop a team of Business Development Managers. • Set expectations for activity, pipeline management, and outcomes. • Monitor sales activity, including agency meetings, submissions, and conversions. • Conduct pipeline reviews, forecasting, and performance check-ins. • Recruit and hire top BDM talent with HR. • Build onboarding, training, and coaching programs. • Own sales metrics including new business premium growth, hit ratio, conversion rates, pipeline health, forecast accuracy, and agency engagement targets. • Identify, appoint, and develop agency partners across the Western region. • Build agency plans, scorecards, and quarterly reviews. • Optimize distribution by repositioning or exiting underperforming relationships. • Expand Vault’s footprint in target metropolitan markets and HNW communities. • Build networks of centers of influence, including wealth advisors, private bankers, attorneys, estate planners, luxury real estate professionals, and lifestyle organizations. • Drive participation in targeted events, partnerships, and sponsorships. • Create strategic introductions and referral opportunities. • Partner with Underwriting, Risk Services, Claims, Product, and Marketing to drive profitable growth and strengthen distribution initiatives.
• 8-12+ years of Property & Casualty insurance experience focused on sales, distribution, or business development. • Minimum 2 years of high-net-worth insurance experience. • 3-5+ years of leadership experience managing field sales teams. • Demonstrated success driving new business growth within a defined territory. • Proven experience developing independent agency relationships within the HNW segment. • Strong track record of recruiting, hiring, and developing high-performing sales talent. • Experience establishing performance expectations, metrics, and accountability frameworks. • Ability to coach teams on pipeline management, market development, and closing strategies. • Strong player-coach leadership style with the ability to maintain a personal market presence while leading a team. • Deep understanding of Western insurance markets, including key regional agencies, competitors, and market dynamics. • Knowledge of California, Pacific Northwest, Mountain States, and Southwest agency landscapes. • Experience leveraging centers of influence, including wealth advisors, private bankers, attorneys, and luxury networks. • Highly data-driven, with the ability to translate market data and competitive intelligence into actionable growth strategies. • Proven ability to collaborate cross-functionally with Underwriting, Risk Services, Product, Claims, and Marketing. • Strong executive presence and excellent verbal and written communication skills. • Bachelor’s degree preferred, ideally in Business, Marketing, Insurance, or a related discipline. • Industry designations such as CPCU, CIC, CPRIA, PRMA, or similar credentials are preferred. • Active insurance license or ability to obtain required state licensing.
• Flexible Spending Accounts & Health Savings Account, with company contributions. • Company-paid comprehensive life & disability insurance plans. • 24/7 Telehealth doctor access. • Virtual wellness screenings. • Employee Assistance Programs. • Company 401(k) retirement plan with Day 1 eligibility. • 6% company match with 100% immediate vesting. • 23 PTO days accrued yearly. • 11 paid holidays.
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