Senior Lead Territory Manager

Job not on LinkedIn

October 7

🏈 Ohio – Remote

Although this job is listed in Ohio, this company may be open to hiring remote in other states.

⏰ Full Time

🟠 Senior

💰 Account Manager

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Westfield Health

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Healthcare Insurance • Wellness • B2B

Westfield Health is a provider of health and wellbeing solutions dedicated to improving the quality of life of individuals and the communities they serve. Established in 1919, the company offers a range of services including health cash plans, private health insurance, mental health support, and corporate wellbeing strategies tailored to enhance employee engagement and productivity. Westfield Health aims to empower customers and businesses with effective health management tools and promotes a proactive, preventative approach to wellness.

201 - 500 employees

Founded 1919

⚕️ Healthcare Insurance

🧘 Wellness

🤝 B2B

📋 Description

• Approach each agency with curiosity and a problem-solving mindset, working to understand their unique business models and deliver tailored solutions that position Westfield as a growth-minded and adaptable partner. • Develop a comprehensive sales strategy, working closely with various departments to build strong partnerships, accelerate performance, and support growth objectives. • Collaborate with the National Sales Center to ensure coordinated execution with centralized partner engagement. • Partner with Territory Leaders and Managers to localize national strategies that support growth at the market level. • Facilitate agency planning and business reviews to strengthen relationships and track progress toward goals. • Leverage dashboards and reporting tools to monitor trends, identify improvement opportunities, and guide conversations. • Serve as a key contact for producers and agency leaders to improve the overall agency experience and simplify doing business with Westfield. • Represent Westfield at key industry and agency events to reinforce strategic alignment and visibility. • Bring forward industry trends, market dynamics, and competitor activity affecting national agency partnerships. • Serve as a subject matter expert and peer mentor to Territory Mangers and other team members.

🎯 Requirements

• 10+ years of insurance business development experience, with strong emphasis on small business. • 3+ years of proven success developing and managing complex national partner relationships up to the senior executive level and delivering profitable growth through strategic engagement. • Bachelor’s degree in Business, Insurance, Marketing, or related field; advanced degree or industry designations (e.g., CPCU, CIC) preferred. • Proficiency in Microsoft Office Suite, CRM platforms, and data reporting tools. • Willingness to travel for agency visits, partner meetings, and industry events.

🏖️ Benefits

• Willingness to travel for agency visits, partner meetings, and industry events • Ability to work effectively in an office, hybrid, or remote work environment for 40+ hours per week (including sitting, standing, and working on a computer for extended periods of time) • Ability to communicate effectively in a collaborative work environment utilizing various technologies such as: telephone, computer, web, voice, teleconferencing, e-mail, etc.