Territory Manager, Field - West Coast

Job Description

The Field Territory Manager is a strategic distribution leader responsible for driving profitable growth, expanding market presence, strengthening agency relationships, and executing territory strategies within an assigned geographic region.

Distribution

• Serve as the primary relationship leader for assigned agency and distribution partners.
• Develop executive-level relationships with agency principals, producers, and decision makers.
• Conduct regular agency business reviews focused on production, profitability, and growth opportunities.
• Maintain a strong field presence through in-person agency visits, virtual meetings, conferences, and industry events.
• Position Guide One as a preferred carrier through proactive engagement and exceptional responsiveness.
• Deliver education, training, and market insights that help agencies grow their business with Guide One.
• Lead agency engagement strategies utilizing segmentation and growth potential analysis.

• Develop and execute comprehensive territory business plans that align with corporate growth, profitability, market expansion, and distribution objectives.
• Drive profitable premium growth by developing and managing strategic relationships with agencies, brokers, wholesalers, aggregators, and other distribution partners.
• Identify and capitalize on market opportunities through competitive analysis, agency intelligence, emerging distribution channels, and evolving marketplace trends.
• Build, cultivate, and optimize a high-performing distribution network through agency recruitment, onboarding, development, engagement, and succession planning.
• Lead agency segmentation strategies and prioritize resources to maximize growth potential, profitability, and return on investment.
• Partner with agency leadership to develop and execute joint business plans, production goals, pipeline development strategies, and market growth initiatives.
• Serve as a trusted advisor to agency executives by delivering market insights, strategic recommendations, and consultative solutions that drive mutual success.
• Utilize CRM platforms, agency scorecards, analytics, and reporting tools to evaluate performance, identify opportunities, and guide strategic decision-making.
• Monitor and manage key performance indicators including premium growth, submission volume, hit ratios, retention, profitability, agency engagement, and pipeline development.
• Conduct regular business reviews with strategic distribution partners to assess performance, identify growth opportunities, and ensure alignment with organizational goals.
• Develop and implement action plans to improve performance, strengthen agency engagement, and optimize territory results, including recommendations for agency appointments, expansion, consolidation, or termination when appropriate.
• Collaborate with underwriting, marketing, product, and other business partners to execute coordinated territory strategies and enhance Guide One's position as a preferred carrier.
• Provide leadership with actionable marketplace intelligence regarding competitor activity, agency consolidations, underwriting trends, producer movement, and emerging opportunities that impact territory performance.
• Develop annual territory assessments and strategic recommendations that support long-term growth, profitability, and distribution effectiveness.

• Collaborate closely with underwriting partners to drive profitable growth.
• Support agency and underwriting discussions regarding appetite, risk selection, pricing strategy, and account retention.
• Partner on pipeline management, large account opportunities, and renewal strategies.
• Provide market intelligence that…