Territory Manager, Field – West Coast

This is a fully remote position, open to applicants in Arizona, +4 more states.

📋 Description

• Act as the main relationship leader for designated agency and distribution partners.

• Cultivate executive-level connections with agency principals, producers, and decision-makers.

• Conduct agency business evaluations concentrating on production, profitability, and growth prospects.

• Maintain a robust field presence through in-person agency visits, virtual meetings, conferences, and industry gatherings.

• Provide education, training, and market insights to agencies.

• Create and implement territory business plans aligned with growth, profitability, market expansion, and distribution goals.

• Drive profitable premium growth via strategic relationships with agencies, brokers, wholesalers, aggregators, and other distribution partners.

• Identify market opportunities through competitive analysis, agency intelligence, emerging distribution channels, and marketplace trends.

• Build and enhance the distribution network through agency recruitment, onboarding, development, engagement, and succession planning.

• Lead agency segmentation and prioritize resources to maximize growth potential, profitability, and return on investment.

• Develop joint business plans, production targets, pipeline strategies, and market growth initiatives with agency leadership.

• Utilize CRM platforms, agency scorecards, analytics, and reporting tools to assess performance and inform decision-making.

• Track premium growth, submission volume, hit ratios, retention, profitability, agency engagement, and pipeline development.

• Formulate action plans to enhance performance and optimize territory outcomes.

• Collaborate with underwriting, marketing, product, and business partners on coordinated territory strategies.

• Provide market intelligence on competitor activities, agency consolidations, underwriting trends, producer movements, and emerging opportunities.

• Develop annual territory assessments and strategic recommendations.

• Support underwriting discussions regarding appetite, risk selection, pricing strategies, account retention, pipeline management, large account opportunities, and renewal strategies.

• Advocate for agency and customer needs while upholding underwriting discipline and profitability objectives.

⛳️ Requirements

• Bachelor’s degree or equivalent experience is required.

• A valid driver’s license and an acceptable driving record are required for operating a company-provided vehicle.

• Must be able to travel approximately two to three weeks each month, primarily for agency visits.

• Extensive knowledge of commercial insurance, ideally in non-profit, education, religious institutions, and small business sectors.

• Proven success in achieving business and profitability goals.

• Exceptional communication, negotiation, and presentation skills.

• Strong analytical abilities.

• Proficiency in Microsoft Office and CRM tools.

• Ability to work independently, manage time efficiently, and adapt to change.

• Willingness to travel overnight as required.

• Professional designations such as CIC, CPCU, ARM, or P&C License are preferred.

🏝️ Benefits

• Competitive base salary with incentive plans for eligible team members.

• 401(K) retirement plan with a company match of up to 6% of eligible salary.

• Complimentary basic life and AD&D insurance.

• Long-term and short-term disability insurance.

• Medical, dental, and vision plans.

• Wellness incentives.

• Generous paid time off for personal, holiday, and volunteer activities.

• Flexible work schedules and hybrid/remote options for eligible positions.

• Educational assistance.