Territory Manager
Heritage Insurance
full-time
Posted on:
Location Type: Office
Location: Alpharetta • United States
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About the role
- Prospects new agent relationships and grows existing relationships in the assigned territory through face-to-face visits, virtual meetings, phone calls, and email.
- Delivers sales presentations to potential agencies and principals.
- Analyzes data to ensure agency profitability and growth targets are met.
- Provides performance analysis and reports, along with business development and profit improvement recommendations to agency owners.
- Develops state and territory strategies in conjunction with management.
- Develops, maintains, and improves business relations with all internal and external customers of the Company as appropriate.
- Develops and maintains strong agency relationships. Trains agents on company underwriting guidelines, procedures, programs, website, and web rater. Educates agency reps on whom to contact with questions.
- Ensures that agency actions are aligned with established profitability initiatives and plans.
- Gathers competitive intelligence, analyzes the Company’s position, and recommends action.
- Documents agency visits to provide an accurate summary of the current relationship.
- Responsible for agency management within a designated territory. Completes timely updates on various activities to include entries and reports, submission of qualified new agency appointments with all required documentation, timely and detailed submission of regular call reports, and proper documentation for agency terminations.
- Reports essential product information, changes, or adjustments needed, including agent feedback, to the appropriate internal partners/departments.
- Represents Company at agent functions and trade shows/conventions to promote product and organization.
- Participates in all team meetings and training sessions.
Requirements
- Minimum of 5 years of insurance industry experience and 3 years of territory management experience
- Associate or bachelor’s degree or a combination of education and equivalent experience
- Insurance industry designations, P&C license and/or prior insurance agency experience is a plus
- Proficiency with Microsoft Office programs required
- Excellent communication and interpersonal skills.
Benefits
- Significant travel within assigned geographical region including frequent overnight stays may be required
- All employees must pass a pre-employment background check
- May perform other duties and responsibilities as assigned
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisperformance analysisbusiness developmentprofit improvementterritory managementagency managementsales presentationscompetitive intelligencedocumentationunderwriting guidelines
Soft Skills
communicationinterpersonal skillsrelationship buildingtrainingteam collaborationcustomer servicestrategic planningproblem solvingpresentation skillsnegotiation
Certifications
P&C licenseinsurance industry designationsassociate degreebachelor's degree