Senior Lead Territory Manager
Westfield Health
full-time
Posted on:
Location Type: Remote
Location: Remote • Ohio • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Approach each agency with curiosity and a problem-solving mindset, working to understand their unique business models and deliver tailored solutions that position Westfield as a growth-minded and adaptable partner.
- Develop a comprehensive sales strategy, working closely with various departments to build strong partnerships, accelerate performance, and support growth objectives.
- Collaborate with the National Sales Center to ensure coordinated execution with centralized partner engagement.
- Partner with Territory Leaders and Managers to localize national strategies that support growth at the market level.
- Facilitate agency planning and business reviews to strengthen relationships and track progress toward goals.
- Leverage dashboards and reporting tools to monitor trends, identify improvement opportunities, and guide conversations.
- Serve as a key contact for producers and agency leaders to improve the overall agency experience and simplify doing business with Westfield.
- Represent Westfield at key industry and agency events to reinforce strategic alignment and visibility.
- Bring forward industry trends, market dynamics, and competitor activity affecting national agency partnerships.
- Serve as a subject matter expert and peer mentor to Territory Mangers and other team members.
Requirements
- 10+ years of insurance business development experience, with strong emphasis on small business.
- 3+ years of proven success developing and managing complex national partner relationships up to the senior executive level and delivering profitable growth through strategic engagement.
- Bachelor’s degree in Business, Insurance, Marketing, or related field; advanced degree or industry designations (e.g., CPCU, CIC) preferred.
- Proficiency in Microsoft Office Suite, CRM platforms, and data reporting tools.
- Willingness to travel for agency visits, partner meetings, and industry events.
Benefits
- Willingness to travel for agency visits, partner meetings, and industry events
- Ability to work effectively in an office, hybrid, or remote work environment for 40+ hours per week (including sitting, standing, and working on a computer for extended periods of time)
- Ability to communicate effectively in a collaborative work environment utilizing various technologies such as: telephone, computer, web, voice, teleconferencing, e-mail, etc.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business developmentsales strategypartner engagementrelationship managementdata reportingperformance trackingmarket analysisstrategic engagementinsurance knowledgesmall business focus
Soft skills
problem-solvingcollaborationcommunicationcuriositymentorshipadaptabilityrelationship buildingleadershipstrategic thinkingorganizational skills
Certifications
Bachelor's degreeCPCUCICadvanced degreeindustry designations