Method Workers' Comp

Field Territory Manager

Method Workers' Comp

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $70,000 - $110,000 per year

Job Level

Junior

About the role

  • Prospect and initiate conversations with new independent insurance agents to enhance or meet the distribution goals of the assigned geographic territory.
  • Maintain consistent, meaningful engagement with assigned agencies through in-person meetings, virtual meetings, phone calls, and industry events.
  • Exercise discretion and independent judgment in the communication and presentation to agents and agencies, the evaluation and determination of client needs, the development of a plan of action to offer exceptional service to attract new business opportunities, and in the management of the territory distribution, production, and profitability.
  • Responsible for meeting monthly premium and submission goals in the specified territory to achieve financial and operational goals.
  • Perform weekly agency visits virtually and on-site with new and existing relationships to drive in new contracted agency partners which ultimately leads to new submission opportunities and new bound premiums.
  • Build market position by defining, locating, developing, and establishing agency relationships.
  • Utilize a consultative sales approach and follow a strategic marketing plan to develop agency relationships that produce new business opportunities consistently and effectively.
  • Collaborate with internal teams to optimize your territory’s performance and drive profitable revenue.
  • Maintain oversight of the territory pipeline to ensure timely follow-up, clear communication, and consistent activity across all stages of the submission lifecycle.
  • Track and follow up on opportunities and quotes throughout the lifecycle of a submission.
  • Generate reports outlining premium growth and activity results of our existing agency relationships.
  • Make formal sales presentations for existing and prospective independent insurance agents.
  • Learn and utilize the team’s sales strategy to effectively resolve client objections and maximize sales activity levels within each one of our selected agency partners.
  • Document all activity including contacts, calls, appointments, and opportunities within the Agency Relationship Management system.
  • Formulate new business strategies and marketing ideas by working with the team to present new ideas to leadership and the marketing team.
  • Identify gaps in communication, workflow, or production and work cross-functionally to resolve inefficiencies.
  • Maintain accurate agency profiles, contact records, and segmentation within the CRM.
  • Perform other duties as assigned.

Requirements

  • Strong sales presentation and persuasion skills
  • Conduct thoughtful and strategic conversations
  • Must be comfortable with negotiating and leveraging a sales approach
  • Possess a high sense of urgency and self-confidence
  • Strong work ethic and positive attitude
  • Passionate, energetic, self-motivated who thrives and can achieve sales goals
  • Perseveres in a growing, changing, and dynamic work environment
  • Competitive while working as part of a team
  • Strong verbal and written communication skills
  • At least 1 year of business experience, either in insurance sales or insurance services
  • Workers’ compensation or insurance experience is required
  • Bachelor’s in business or related field mandatory
  • Proficient in Microsoft Office Suite, G Suite, or similar software
  • Comprehension of a task-based workflow system to manage prospective and current customers and accounts
  • Ability to travel up to 50% of the time (Travel to association and trade shows, agency visits with other insurance services employees and/or individually, and business meetings potentially with agents and/or insureds)
Benefits
  • competitive compensation
  • 401(k) plus matching
  • health benefits (including HSA Contribution)
  • paid disability
  • paid parental leave
  • professional development opportunities
  • hybrid/remote work environment
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales presentationnegotiationconsultative salesagency relationship managementCRM managementreport generationbusiness strategy formulationtask-based workflow comprehensionpremium growth trackinginsurance sales
Soft Skills
persuasionstrategic conversationsense of urgencyself-confidencework ethicpositive attitudeself-motivationperseveranceteam collaborationverbal and written communication
Certifications
Bachelor’s in business or related field