Senior Territory Manager, Independent Agency Channel

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

📋 Description

• Take responsibility for a designated state or group of states, enhancing both the volume and quality of business submitted by independent agencies.

• Meet and surpass production targets for bound premium and policy count.

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

• Formulate and refine territory plans.

• Maintain visibility into the pipeline of appointed agencies, quoting trends, and bound premium by agency.

• Conduct in-person visits to agencies, host lunch-and-learns, and participate in local events.

• Secure production commitments from prioritized agencies.

• Effectively communicate Branch’s value proposition, appetite, and unique differentiators.

• Educate agencies on Branch’s preferred risk profile.

• Train agency stakeholders to utilize Branch’s quoting platform prior to engaging with comparative raters.

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

• Address objections raised by agencies and shoppers.

• Report on competitive intelligence, pricing challenges, and product gaps to Branch.

• Collaborate with Marketing, Product, Underwriting, and Operations to address territory-level challenges.

• Report directly to the Director of Territory Management.

⛳️ Requirements

• A minimum of 5 years in a quota- or target-driven field sales position managing a specific geography or book of business.

• Experience in independent agency distribution, territory/field sales, SaaS sales, or similar business development roles is preferred.

• Proven track record of accountability to a designated production number.

• Experience in influencing independent professionals without direct authority.

• Existing relationships with independent agencies within the assigned state(s) is beneficial.

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

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

• Ability to establish credibility and rapport with agency principals and producers.

• Proficient in consultative selling techniques.

• Capability to learn and instruct others on a technical, regulated product.

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

• Ability 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.

• Willingness to meet a travel requirement of 50–70% within the territory.

🏝️ Benefits

• Competitive salary above market rates.

• Commitment to pay equity and transparency.

• Remote-first work policy.

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

• Flexible YouTime / encouraged time off.

• $1,000 vacation contribution after the first year of employment.

• Employee stock options available for full-time staff.

• Comprehensive medical insurance.

• Vision and dental insurance coverage.

• 401(k) plan with matching contributions.

• Annual company-wide BranchFest gathering.

• Reasonable accommodations provided throughout the hiring process and during employment.