Territory Manager

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

📋 Description

• Identify, cultivate, and enhance agency relationships within the designated territory through face-to-face meetings, virtual interactions, phone communications, and email correspondence.

• Present sales pitches to potential agencies and their principals.

• Evaluate agency performance metrics, including revenue, profitability, and production figures to uncover opportunities and drive success.

• Offer agency owners insights into performance, strategic business development plans, and suggestions for profitable growth.

• Collaborate with management to formulate territory and state strategies.

• Establish and nurture relationships with agency partners and internal stakeholders.

• Educate and train agents on underwriting guidelines, procedures, products, programs, website functionalities, and web rating tools.

• Assist agency partners in understanding Heritage resources and aligning with profitability goals.

• Keep track of market trends and competitive analyses while recommending strategic initiatives.

• Conduct visits to agencies and maintain comprehensive documentation of relationships and activities.

• Oversee assigned agencies, which includes managing appointments, documentation, call reports, performance updates, and terminations when necessary.

• Relay agent feedback, product opportunities, and market demands to internal teams.

• Represent Heritage at agency gatherings, industry conferences, trade exhibitions, and conventions.

• Engage in sales meetings, training sessions, and company initiatives.

• Travel extensively throughout Northern California, including frequent overnight stays.

• Occasionally travel to Tampa and other locations for training, conventions, and corporate events.

• Maintain effective communication with colleagues, management, clients, vendors, and agency partners.

• Conduct business in compliance with relevant regulations and Heritage policies.

• Undertake additional assigned responsibilities.

⛳️ Requirements

• A minimum of 5 years of experience in the insurance industry.

• At least 3 years of experience in territory management or a related sales role.

• An Associate's or Bachelor's degree, or an equivalent combination of education and experience.

• Preferred qualifications include a P&C insurance license, industry designations, and/or prior experience in an insurance agency.

• Proficient in Microsoft Office and familiar with common business technologies.

• Exceptional communication, presentation, relationship-building, and negotiation skills.

• Capability to independently manage a territory while consistently achieving results.

• Willingness and ability to travel extensively across Northern California and occasionally to Tampa, Florida.

• Successful completion of a pre-employment background check is required.

• Further screening may be necessary based on the position.

🏝️ Benefits

• Competitive salary.

• Comprehensive benefits package.

• Opportunity to create a significant impact in a growing territory.

• Collaboration with a seasoned insurance organization.

• Regular opportunities for professional growth, training, and industry involvement.