
501 - 1000 employees
Founded 2012
🛡️ Insurance
đź’¸ Finance
👥 B2C
đź’° $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.
đź•’ 2 days ago
🦌 Connecticut – Remote
⏰ Full Time
🟡 Mid-level
đźź Senior
đź’° Account Manager
🦅 H1B Visa Sponsor
đź‘» Ghost score 12%
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501 - 1000 employees
Founded 2012
🛡️ Insurance
đź’¸ Finance
👥 B2C
đź’° $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.
• Prospect, develop, and grow agency relationships throughout Connecticut 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 performance insights, business development strategies, and recommendations for profitable growth • Develop territory and state strategies in partnership 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 company resources and align with profitability initiatives • Monitor market trends and competitive intelligence and recommend strategies to strengthen the company's position in Connecticut • Conduct regular agency visits and maintain accurate documentation of agency relationships and activities • Manage assigned agencies, including new agency appointments, required documentation, call reports, performance updates, and agency terminations when necessary • Communicate agent feedback, product opportunities, and market needs to appropriate internal teams • Represent the company at agency meetings, industry events, trade shows, and conventions • Participate in sales meetings, training programs, and other company initiatives • Travel extensively throughout the assigned territory, including frequent overnight travel • Maintain professional communication with colleagues, management, clients, vendors, and agency partners • Conduct business in accordance with applicable regulations and company policies • Perform other duties and responsibilities as assigned
• Minimum of 5 years of insurance industry experience • At least 3 years of territory management or related sales experience • Associate or bachelor's degree strongly preferred • P&C insurance license, insurance industry designations, and/or prior insurance agency experience required • Proficiency with Microsoft Office and common business technology • Strong communication, presentation, relationship-building, and negotiation skills • Demonstrated ability to manage a territory independently and consistently deliver results • Willingness and ability to travel extensively throughout Connecticut and periodically to other company locations • Successful completion of a pre-employment background check • Additional screening may be required depending on the position
• Competitive compensation • Comprehensive benefits package
Apply Nowđź•’ 2 days ago
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