Virtual Territory Manager
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Job Description
Virtual Territory Manager building, onboarding, and growing independent insurance agency relationships. Supporting catastrophe-exposed homeowners insurance through virtual training, CRM management, and performance coaching.
Responsibilities:
- Build and maintain relationships with assigned independent insurance agencies through virtual meetings, calls, and outreach
- Partner with the Enterprise Relationship Lead to support agency growth and strategic initiatives
- Serve as the primary point of contact for agency questions, concerns, and ongoing support
- Collaborate with underwriting, operations, and sales teams to resolve issues and improve the agency experience
- Provide responsive service to support agency satisfaction and retention
- Vet, onboard, and support newly appointed agents
- Lead virtual training sessions on Delos products, systems, and underwriting guidelines
- Create and manage onboarding plans to help agents become productive quickly
- Ensure smooth transition of newly onboarded agencies to the Territory Manager
- Provide ongoing training and resources to help agencies succeed
- Monitor agency production and engagement to identify growth opportunities
- Use performance data to identify challenges, recommend solutions, and improve results
- Provide guidance and coaching to increase agency production
- Maintain accurate agency records, activities, and performance metrics in the CRM
- Follow established onboarding and sales processes for consistency and efficiency
Requirements:
- 3+ years of experience working with independent insurance agencies in a relationship management, account management, or sales role
- Experience onboarding, training, or supporting insurance agents preferred
- Proven success managing agency relationships in a virtual environment
- Experience collaborating with internal teams to support business goals
- Ability to travel occasionally, as needed
- Strong written and verbal communication skills
- Ability to build relationships and deliver engaging virtual training sessions
- Proficiency in Google Workspace, Microsoft Excel, and CRM systems (HubSpot preferred)
- Ability to analyze performance data and identify opportunities for improvement
- Strong organizational and time management skills
- Self-motivated, proactive, and comfortable working independently in a remote environment
- Collaborative, adaptable, and solutions-oriented
- Ability to manage multiple priorities in a fast-paced environment
Benefits:
- Competitive salary plus equity stock options
- Unlimited PTO, sick leave, and company-observed holidays
- Comprehensive medical, dental, vision, and life insurance, with Delos covering 75% of premiums, including dependent coverage
- 401(k) retirement savings plan
- Professional development opportunities and tuition assistance
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