Agency Development Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Develop and implement a territory strategy to introduce Orchid in California.

• Identify, appoint, and onboard new independent agencies.

• Act as the primary contact during initial submissions and binding processes.

• Educate agents on California surplus lines placement and disclosure obligations, wildfire underwriting and mitigation, as well as Orchid's connection to FAIR Plan and DIC coverage.

• Collaborate with underwriting on referrals and appetite while providing insights on California's competitive landscape and regulatory environment.

• Monitor agency activations, submissions, quote-to-bind ratios, written premiums, and retention using Salesforce.

• Represent Orchid at California agent association functions, trade exhibitions, and conferences.

• Build and maintain relationships with designated agents to enhance qualified risk selection and foster long-term partnerships.

• Drive premium growth through outreach via phone calls, emails, and face-to-face meetings.

• Seek out and cultivate new agency opportunities through prospecting efforts.

• Provide training and continuous support on systems, products, and underwriting protocols.

• Act as a subject matter expert regarding product offerings and core systems.

• Offer account management assistance and keep accurate records of agency interactions in Salesforce.

• Work alongside marketing to facilitate agency communications.

• Assess performance metrics and pinpoint areas for improvement or additional training.

• Coordinate with product management to relay competitive insights and opportunities for product modifications.

• Achieve or surpass individual or team objectives.

• Travel frequently for in-person agency visits, including overnight stays as required.

• Conduct oneself professionally during agency visits and industry events.

• Undertake additional duties as assigned by management.

⛳️ Requirements

• Candidates must reside in California.

• At least six years of experience in the Property & Casualty industry, including personal lines.

• Proven track record in outside sales or agency management.

• Willingness and capacity to travel frequently for in-person agency visits within the designated territory, including overnight stays as necessary.

• Proficient in Microsoft Office Suite and CRM software like Salesforce.

• Excellent interpersonal and communication abilities, both written and verbal.

• Strong organizational skills with the capability to multitask, prioritize, and manage time effectively.

• Must possess or acquire and maintain all necessary licenses to perform essential job functions, including a California Property and Casualty Broker Agent license within 90 days of employment.

• Acceptable results from a Motor Vehicle Report at the time of hire and periodically thereafter, along with the maintenance of minimum acceptable insurance coverages.

• Preferred: 5+ years of P&C experience.

• Previous experience in Personal Lines Excess & Surplus is a plus.

• Prior experience in the California market with a well-established agency network.

• Familiarity with FAIR Plan and DIC placements, wildfire risk and mitigation, and surplus lines regulations.

• Field sales experience with an MGU, MGA, carrier, or wholesaler.

• Relevant designations such as CIC, CPCU, AINS, or CISR.

• Bachelor’s degree or equivalent experience.

• Previous account management or outside field sales experience.

• Strong proficiency with Salesforce CRM.

• Polished presentation skills to deliver virtual and in-person product training.

• Bilingual proficiency in Spanish.

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement

• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services

• Paid Time Off

• Holidays

• Preferred Partner Discounts

• Reimbursement for authorized business expenses in accordance with company policy and California law