Territory Manager – Southern California, P&C Insurance

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

📋 Description

• Oversee and expand a designated agent base throughout Southern California.

• Serve as a reliable advisor by comprehending agents’ business requirements, identifying growth potential, and assessing how Swyfft can aid their success.

• Nurture agent relationships through face-to-face meetings, virtual sessions, and phone calls.

• Formulate growth strategies and engage in discussions regarding production expectations.

• Respond to agent inquiries and provide information about Swyfft's products and services.

• Support agent training and educational webinars.

• Advocate for the Swyfft brand and build relationships at conferences, events, and trade shows.

• Keep an eye on emerging industry trends, competitor actions, and market dynamics to shape sales strategies.

• Monitor agent activity, connections, communications, revenue potential, and updates within HubSpot CRM.

⛳️ Requirements

• A minimum of 7 years of experience in sales and account management (preferably in an MGA, carrier, or agency setting).

• Established relationships with agencies within the assigned territory.

• Exceptional communication and follow-up abilities.

• Self-driven, capable of demonstrating initiative, and committed to completing tasks.

• Strong organizational skills and meticulous attention to detail.

• Capacity to handle multiple tasks simultaneously.

• Ability to work independently or collaboratively within a team environment.

• A bachelor’s degree or equivalent experience is preferred.

• Proficiency in MS Office applications.

• Familiarity with video and chat technologies (such as MSTeams & Slack).

• Reliable high-speed internet connection is mandatory.

• Designated quiet workspace for remote work.

• 100% remote work arrangement based in the U.S.

• Willingness and capability to travel for daily responsibilities, conferences, trade shows, team meetings, and training sessions.

🏝️ Benefits

• Medical, Dental, and Vision coverage.

• Company-Paid Short- and Long-Term Disability.

• Optional Long-Term Disability coverage.

• Company-Paid Employee Life & AD&D insurance.

• Optional Life & AD&D coverage for Employees, Spouses, and Children.

• Flexible Spending Accounts for Healthcare, Dependent Care, and Transit, along with a Healthcare Savings Account (HSA).

• 401K plan with a generous matching contribution and no vesting schedule.

• 20 days of paid time off (PTO) annually, prorated based on hire date.

• Paid company holidays.

• 2 “Choose Your Own Holidays.”