Territory Manager

Job not on LinkedIn

🕒 August 11

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Heritage Insurance

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2012

🛡️ Insurance

💸 Finance

👥 B2C

💰 $25M Post IPO equity on 2024-01

Insurance • Finance • B2C

Heritage Insurance is a super-regional property and casualty insurance holding company that provides personal and commercial residential insurance products, including homeowners, condo, dwelling fire (DP3), equipment coverage, and commercial residential property policies. The company offers claims and disaster support, agent services and fraud prevention resources, and maintains investor relations as a publicly traded company.

📋 Description

• 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