Virtual Territory Manager

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

📋 Description

• Develop and nurture relationships with designated independent insurance agencies through virtual meetings, phone calls, and outreach efforts.

• Collaborate with the Enterprise Relationship Lead to facilitate agency growth and strategic initiatives.

• Act as the main point of contact for agency inquiries, concerns, and ongoing assistance.

• Work in conjunction with underwriting, operations, and sales teams to address issues and enhance the agency experience.

• Deliver prompt service to boost agency satisfaction and retention rates.

• Evaluate, onboard, and support newly appointed agents.

• Conduct virtual training sessions covering Delos products, systems, and underwriting guidelines.

• Develop and oversee onboarding plans to help agents achieve productivity swiftly.

• Ensure a seamless transition of newly onboarded agencies to the Territory Manager.

• Provide continuous training and resources to empower agencies in their success.

• Track agency production and engagement to pinpoint growth opportunities.

• Analyze performance data to identify challenges, propose solutions, and enhance outcomes.

• Offer guidance and coaching to boost agency performance.

• Maintain precise agency records, activities, and performance metrics within the CRM.

• Adhere to established onboarding and sales processes for consistency and efficiency.

⛳️ Requirements

• Minimum of 3 years of experience working with independent insurance agencies in roles related to relationship management, account management, or sales.

• Preferred experience in onboarding, training, or supporting insurance agents.

• Demonstrated success in managing agency relationships in a virtual setting.

• Experience collaborating with internal teams to achieve business objectives.

• Willingness to travel occasionally, as required.

• Excellent written and verbal communication skills.

• Ability to foster relationships and deliver engaging virtual training sessions.

• Proficiency in Google Workspace, Microsoft Excel, and CRM systems (HubSpot preferred).

• Capability to analyze performance data and identify areas for improvement.

• Strong organizational and time management abilities.

• Self-motivated, proactive, and comfortable working independently in a remote setting.

• Collaborative, adaptable, and focused on solutions.

• Ability to juggle multiple priorities in a fast-paced environment.

🏝️ Benefits

• Competitive salary along with equity stock options.

• Unlimited PTO, sick leave, and company-recognized holidays.

• Comprehensive medical, dental, vision, and life insurance, with Delos covering 75% of premiums, including dependent coverage.

• 401(k) retirement savings plan.

• Opportunities for professional development and tuition assistance.