CAO Commercial Lines Territory Manager
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Job Description
Commercial Lines Territory Manager managing agents, underwriting relationships, and territory profitability for Penn National Insurance. Driving commercial insurance growth, prospecting, agency plans, and underwriting decisions.
Responsibilities:
- Serve as liaison between Penn National Insurance and agents
- Act as relationship manager for agents, regional underwriting teams, and corporate departments
- Assess agent strengths and weaknesses and assist them in achieving profitable growth in premium volume and policy count
- Ensure agents understand commercial lines initiatives, products, policies, procedures, and services
- Lead commercial lines agency prospecting, planning, and agency management initiatives
- Collaborate with and support underwriters and RVPs on small business and mid-market decisions and branch initiatives
- Perform limited direct underwriting of small commercial new business as directed
- Develop agency forces to pre-qualify, rate, and bind profitable commercial lines business
- Evaluate prospective agents and submit written recommendations to the Regional Vice President
- Maintain continuous two-way communication between agents and the company
- Monitor agency results and follow up on growth, profitability, compliance, initiatives, procedures, and policies
- Share relevant industry information, ideas, products, and carrier philosophy changes
- Build a pipeline through ongoing agency prospecting within the territory
- Participate in commercial lines rate reviews
- Make consistent underwriting decisions using assigned authority and company acceptability and pricing philosophies
- Profile commercial lines books of business for profitability analysis
- Develop and implement agency profitability plans and action plans
- Facilitate agency reviews and implement corrective actions
- Provide agency staff training on programs, products, services, and systems
- Develop annual agency/company marketing plans
- Analyze territory profitability, premium growth, and agency representation
- Apply, compile, manipulate, and analyze data to solve business problems
- Perform other duties assigned by the President-Partners Mutual or Regional Vice President
Requirements:
- Four year college degree preferred
- Continuing education in specialized insurance courses such as IIA, AU, CPCU, and CIC
- Maintenance of an active agent’s P&C license in domiciled state preferred
- Minimum of three years’ property/casualty commercial lines underwriting and/or marketing experience with a Property and Casualty carrier preferred
- Agency or broker experience with heavy concentration in underwriting exposure/risk and marketing may substitute for carrier experience
- Technical underwriting knowledge of commercial lines of business written by Penn National Insurance
- Effective oral and written communication skills, including communication of highly technical information
- Proven sales, negotiations, and solution-selling skills
- Working knowledge of agency and Company automation systems
- Fundamental knowledge of personal computers, with emphasis on Microsoft Office Suite
- Exceptional customer service skills
- Good financial analysis skills
- Excellent time management skills
- Strong commercial lines underwriting analysis skills
- Ability to see and effectively use a computer monitor
- Ability to operate a computer, keyboard, applicable printers, and general office equipment
- Ability to access and enter information accurately using automated systems
- Ability to hear and communicate via telephone and/or monitoring devices
- Ability to present information to individuals and groups
- Ability to interpret and apply concepts that may or may not be based upon established guidelines
- Acceptable attendance and adherence to scheduled work hours
- Valid driver’s license and ability to operate a motor vehicle
- Ability to travel, with overnight stays required
Benefits:
- Annual incentive program, depending on eligibility
- Generous 401(k) match
- Graded profit sharing
- Incentive compensation
- Remote and hybrid work options
- Flexible scheduling
- “Dress-for-your-day” culture
- Employee recognition programs
- Continuing education support
- 100% tuition reimbursement for academic studies
- Professional development opportunities and tailored designation programs, including CPCU, AINS, CPA, and CISSP
- Community engagement and charitable efforts
- Employee volunteering opportunities
- United Way campaign contributions and company matches
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