Territory Manager
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Job Description
Territory Manager growing Heritage Insurance agency partnerships across Northern California. Developing agencies, analyzing performance, delivering sales strategies, and representing the company at industry events.
Responsibilities:
- Prospect, develop, and grow agency relationships throughout the assigned territory through in-person visits, virtual meetings, phone calls, and email
- Deliver sales presentations to prospective agencies and agency principals
- Analyze agency performance, revenue, profitability, and production data to identify opportunities and drive results
- Provide agency owners with performance insights, business development strategies, and recommendations for profitable growth
- Develop territory and state strategies with management
- Build and maintain relationships with agency partners and internal stakeholders
- Train and educate agents on underwriting guidelines, procedures, products, programs, website, and web rater
- Help agency partners understand Heritage resources and align with profitability initiatives
- Monitor market trends and competitive intelligence and recommend strategies
- Conduct agency visits and maintain documentation of agency relationships and activities
- Manage assigned agencies, including appointments, documentation, call reports, performance updates, and terminations when necessary
- Communicate agent feedback, product opportunities, and market needs to internal teams
- Represent Heritage at agency meetings, industry events, trade shows, and conventions
- Participate in sales meetings, training programs, and company initiatives
- Travel extensively throughout Northern California, including frequent overnight travel
- Travel periodically to Tampa and other locations for training, conventions, and company functions
- Maintain effective communication with colleagues, management, clients, vendors, and agency partners
- Conduct business in accordance with applicable regulations and Heritage policies
- Perform other assigned duties
Requirements:
- Minimum of 5 years of insurance industry experience
- At least 3 years of territory management or related sales experience
- Associate or bachelor's degree, or an equivalent combination of education and experience
- P&C insurance license, insurance industry designations, and/or prior insurance agency experience preferred
- Proficiency with Microsoft Office and common business technology
- Strong communication, presentation, relationship-building, and negotiation skills
- Ability to manage a territory independently and consistently deliver results
- Willingness and ability to travel extensively throughout Northern California and periodically to Tampa, Florida
- Successful completion of a pre-employment background check
- Additional screening may be required depending on the position
Benefits:
- Competitive compensation
- Comprehensive benefits package
- Opportunity to make a meaningful impact in a growing territory
- Collaboration with an experienced insurance organization
- Regular opportunities for professional development, training, and industry engagement
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