Regional Executive, Northeast

The Regional Executive is a key member of the Marketing team responsible for driving profitable revenue within an assigned geographic territory. This role leverages all LIO distribution channels—including retail agencies, insurance carriers, and digital affiliates—to achieve business objectives. The Regional Executive develops and executes regional sales plans to achieve goals in submissions, premium production, and loss ratio performance.

Essential Duties & Functions

• Identify trends and customer needs to build a short-, medium-, and long-term sales pipeline aligned with the annual business plan.

• Partner closely with the field underwriting team to maximize regional production through broker engagement and industry events.

• Represent LIO professionally with brokers, carriers, and trading partners, demonstrating technical expertise, organizational excellence, and commitment to continuous improvement.

• Achieve annual gross written premium and submission goals.

• Develop and execute a regional sales plan that includes:

  • Setting new business production goals with key brokers and strategic partners, reviewed monthly.

  • Tracking and evaluating production and performance metrics to ensure goal attainment.

  • Adjusting regional plans as needed based on results and market feedback.

• Conduct a minimum of 12+ customer visits per week (in-person and virtual), coordinating activity with underwriting teams to optimize production.

• Identify and execute book roll opportunities for current and new product offerings.

• Provide constructive feedback to enhance company-wide sales strategy, structure, and best practices.

• Pursue ongoing professional development by completing continuing education or industry designation courses in support of LIO’s goal to develop subject matter experts.

LIO LIFE – What We Value

• The Customer Lens: Prioritizing relationships, service, and customer needs.

• Innovative Thinking: Empowering and sustaining bold ideas and actions.

• Balance: Supporting an inclusive and holistic approach to personal and professional well-being.

• Simplicity: Striving for simplicity in our service, products, and processes.

• Accountability: Owning our results and learning from them.

Qualifications

• Demonstrated success collaborating effectively across all levels of an organization.

• Proven ability to thrive in a fast-paced, dynamic, and virtual environment.

• Strong communication, leadership, and interpersonal skills.

• Demonstrated analytical, organizational, and project management capabilities.

• Ability to manage multiple priorities and work effectively in an entrepreneurial setting.

• Accountable, self-motivated, and results-oriented.

Required Education and Experience

• Bachelor’s degree required.

Preferred Education and Experience

• Experience with ZenDesk or similar CRM tools.

• Previous experience in the insurance industry.

Compensation and Benefits

• Base Salary: $60,000 – $112,900 annually

• Commission: Draw commission structure on new business with uncapped earning potential

LIO offers a competitive and comprehensive benefits package including:

• Medical, dental, and vision coverage (multiple plan options)

• Health Savings Account (HSA) with company contributions

• Flexible Spending Accounts (FSA) and Dependent Care Accounts

• Company-paid life, AD&D, and disability insurance

• 401(k) plan with automatic 3% pre-tax enrollment

• Flexible Time Off (FTO) and 13 paid holidays

• 12 weeks of paid maternity leave

Work Environment

This role operates in a professional office setting and routinely uses standard office equipment.

Physical Demands

Must be able to stand, walk, sit, use hands, reach, talk, and hear. Occasionally required to lift or move items up to 20 pounds.

Position Type / Expected Hours of Work

Full-time position, Monday through Friday, 8:30 a.m. – 5:00 p.m. May require extended hours or weekend work as needed.

Travel

Regular travel is required.

EEO Statement

LIO Insurance provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any kind without regard to race, color, creed, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or any other protected characteristic under federal, state, or local laws.

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities or responsibilities required for this position. Duties and responsibilities may change at any time with or without notice.