Territory Manager

Posted 2 days ago

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

📋 Description

• Identify, develop, and enhance agency relationships across Connecticut through face-to-face meetings, virtual interactions, phone communications, and emails.

• Present sales proposals to potential agencies and agency leaders.

• Evaluate agency performance, including revenue, profitability, and production metrics to discover opportunities and drive outcomes.

• Offer insights on performance, business development tactics, and recommendations for profitable expansion.

• Collaborate with management to formulate territory and state strategies.

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

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

• Assist agency partners in understanding company resources and aligning with profitability objectives.

• Keep an eye on market trends and competitive insights, suggesting strategies to enhance the company's market position in Connecticut.

• Conduct regular visits to agencies and ensure accurate documentation of agency relationships and activities.

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

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

• Represent the organization at agency meetings, industry gatherings, trade shows, and conventions.

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

• Travel frequently across the designated territory, including regular overnight trips.

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

• Conduct business in accordance with applicable regulations and company policies.

• Undertake other duties and responsibilities as assigned.


⛳️ 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 or bachelor's degree is strongly preferred.

• A P&C insurance license, relevant insurance industry qualifications, and/or prior experience with an insurance agency are required.

• Proficient in Microsoft Office and standard business technology.

• Excellent communication, presentation, relationship-building, and negotiation abilities.

• Proven capability to manage a territory independently and consistently achieve results.

• Willingness and capacity to travel extensively throughout Connecticut and occasionally visit other company locations.

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

• Additional screening may be necessary depending on the position.


🏝️ Benefits

• Competitive salary.

• Comprehensive benefits package.

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