Senior Territory Manager, Independent Agency Channel

This is a fully remote position, open to applicants in Arizona, +17 more states.

📋 Description

• Manage a specific state or group of states while enhancing the volume and quality of business sourced from independent agencies.

• Meet and exceed production goals related to bound premium and policy count.

• Develop, categorize, and oversee a target agency list.

• Formulate and adjust territory strategies.

• Keep updated pipeline views of appointed agencies, quoting patterns, and bound premium data.

• Monitor performance against objectives, identify shortfalls promptly, and modify action plans accordingly.

• Carry out and document in-person visits to agencies, conduct lunch-and-learn sessions, and attend local events.

• Foster personal relationships with agency owners and producers.

• Obtain specific production commitments from key agencies.

• Articulate Branch’s value proposition, market appetite, and unique selling points.

• Instruct agencies on Branch’s preferred risk profile and promote quality quoting practices.

• Train agency representatives to utilize Branch’s quoting platform prior to using comparative raters.

• Activate, retain, and re-engage active producing agencies.

• Address objections from agencies and shoppers effectively.

• Provide insights on competitive intelligence, pricing challenges, and product deficiencies to Branch.

• Collaborate with Marketing, Product, Underwriting, and Operations to tackle territory-specific challenges.

• Report directly to the Director of Territory Management.

⛳️ Requirements

• A minimum of 5 years in a sales role with quotas or targets, managing a designated geography or book of business.

• Preference for candidates with experience in independent agency distribution, field sales, SaaS sales, or similar business development roles.

• Proven track record of accountability to specific production metrics.

• Experience in influencing independent professionals through product or service selection.

• Existing connections with independent agencies in the assigned state(s) are advantageous.

• Comfort and experience in managing a high-travel, self-directed field schedule.

• Strong skills in in-person presentations and group training.

• Ability to build credibility and rapport with agency owners and producers.

• Proficient in consultative selling and capable of identifying production barriers and opportunities.

• Ability to learn and educate others about a technical, regulated product.

• Experience in P&C insurance is preferred but not mandatory.

• Expected to master underwriting appetite, rating, and agency workflow within the first quarter.

• Must be currently authorized to work in the United States on a full-time basis.

• Must not require employment visa sponsorship, transfer, renewal, extension, or status change.

• Willingness to meet 50–70% travel requirements within the territory.

🏝️ Benefits

• Competitive salary above the market rate.

• Commitment to pay equity and transparency.

• Remote-first work arrangement.

• Work-from-home setup with monthly internet reimbursement.

• Flexible time-off policy, promoting personal time.

• $1,000 vacation benefit after completing the first year.

• Employee stock options available.

• Comprehensive medical insurance.

• Vision insurance coverage.

• Dental insurance options.

• 401(k) plan with contribution matching.

• Access to company office spaces in Columbus, Columbia, Concordia, and Forreston.

• Annual company-wide event known as BranchFest.