Territory Manager

Description

Owns and manages assigned territory, driving profitable premium growth to achieve financial and operational goals. Under limited to moderate supervision, manages broad and diverse agency partnerships, handles 200+ agency storefronts potentially over multiple states, and optimizes territory performance. Creates, implements, and executes territory and agency strategies to achieve goals using all company programs, tools, and resources while collaborating with internal business partners.

Primary agency outreach is conducted virtually via audio or video conferences, supplemented by email and other digital media.

The position is entirely remote for candidates residing in Pennsylvania. Candidates residing in the Greater Cincinnati, OH area must commute to the Forest Park, OH regional office on Monday.

• Owns and manages assigned territory driving profitable growth to achieve financial and operational targets.
• Leads territory and agency management processes across multiple territories (e.g. Agency prospecting, business planning, engagement, training, compensation, plant optimization, builds and cultivates mutually beneficial agency partnerships virtually with agency ownership, management and frontline staff.
• Establishes position as a trusted advisor while delivering product, underwriting philosophy, appetite and system training, support retention and new business development to increase depth and maximize agency revenue.
• Using agency analysis, insights, internal partner feedback and local marketplace expertise creates and executes high quality agency strategies to achieve direct written premium, profit and new business goals.
• Plans include strategic and tactical components and are aligned with key Personal Lines or Business Lines business strategies including carrier consolidation (book transfer), agency plant expansion, agency marketing & service programs and new product/program rollout support.
• Under limited to moderate supervision, drives and ensures quality of new business flow, appropriate book mix, and overall risk management of both individual agency books and overall assigned territory.
• Provides appetite and target market clarity, identifies and addresses profit or quality of business concerns to ensure profitability across territory.
• Collaborates, influences and supports internal business partners (underwriting/product management/claims/risk control) to identify and capitalize on opportunities, solve problems, share key competitor and industry intel and provide voice of our agent/customer.
• Collaborates with Personal Lines (PL) or Business Lines (BL) counterparts to effectively partner with shared agency assignments.
• Strategically utilizes internal and external programs and tools designed to support the Independent Agent channel and Territory Manager agency management including all marketing and development programs, new business development tools and internal production/profitability data and analysis.
• Provides guidance on agency initiatives and contributes ideas for continuous improvement.

• Bachelor's Degree or equivalent industry experience. Minimum three+ years of insurance experience within a carrier or agency.
• Knowledge of company services, products, marketing techniques/principles and insurance industry trends.
• Exposure of revenue growth and sales success in a prior role.
• Proven success in developing and building partnerships, decision making and problem solving.
• Working knowledge of the business including production management, claims, loss prevention, underwriting, administration, sales operations and agency business operations.
• Highly effective written and oral communication skills, including presentation, persuasion, timing, tact and negotiation skills. High degree of customer focus, interpersonal relationship skills and problem solving.
• Strong analytical thinking, business analytics and business development skills. Strong time management and team orientation skills.
• Must be licensed by the state if required.
• Ability to travel up to 25% with occasional overnight travel.

Pay Philosophy: The typical starting salary range for this role is determined by a…