Senior Territory Manager, Independent Agency Channel

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

📋 Description

• Take ownership of a specific state or set of states, enhancing both the volume and quality of business submitted by independent agencies.

• Meet and exceed production goals for bound premium and policy count.

• Develop, segment, and oversee a targeted agency list.

• Establish and refine a territory plan.

• Keep updated pipeline views 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 selling points.

• Educate agencies regarding Branch’s ideal risk profile.

• Train agency stakeholders on utilizing Branch’s quoting platform ahead of comparative raters.

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

• Address objections from agencies and shoppers.

• Provide competitive intelligence and field insights to shape IA strategy.

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

• Report directly to the Director of Territory Management.

⛳️ Requirements

• A minimum of 5 years in a field sales role with quota or target responsibilities, managing a defined geography or book of business.

• Preferred experience in independent agency distribution, territory or field sales, SaaS sales, or similar business development roles.

• Proven track record of accountability to specific production metrics.

• Experience in influencing decisions made by independent professionals.

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

• Comfortable and experienced in managing a high-travel, self-directed schedule in the field.

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

• Proficient in consultative selling techniques.

• Capable of learning and teaching a technical, regulated product.

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

• Applicants must be legally authorized to work in the United States on a full-time basis.

• Must be willing to travel 50–70% within the territory.

🏝️ Benefits

• Competitive salary above market standards.

• Commitment to pay equity and transparency.

• Remote-first work environment.

• Work-from-home setup with monthly internet expenses covered.

• Flexible time off policy encouraging personal time.

• $1000 towards a vacation after completing the first year.

• Employee stock options available for full-time staff.

• Comprehensive medical insurance.

• Vision insurance coverage.

• Dental insurance benefits.

• 401(k) plan with matching contributions.

• Annual company gathering known as BranchFest.