Territory Manager

URMIA, a non-profit education association; Deutschland; Remote; EUR 77.000 - 104.000; Vollzeit

Zusammenfassung

A non-profit organization is seeking a Territory Manager to achieve new business production goals. The role involves overseeing lead generation, broker training, and sales support while managing underwriting analysis. Ideal candidates will have at least 5 years of experience in marketing or underwriting. This position offers a competitive salary of $90,000 - $120,000 and comprehensive benefits including health insurance and a 401(k) plan.

Leistungen

Health Insurance

401(k) with employer contributions

Paid Time Off

Life Insurance

Qualifikationen

• Minimum of 5 years’ experience in marketing, underwriting or new business production with a national/regional broker or carrier.
• Highly organized and disciplined to efficiently implement processes.
• Understanding of commercial insurance products, underwriting, and claims.

Aufgaben

• Achieve business development results in the territory.
• Maintain adequate submissions pipeline to meet new business goals.
• Develop new relationships with brokers to meet new business goals.

Kenntnisse

Negotiating skills

Organizational skills

Analytical skills

Technology skills (Excel, Salesforce)

Flexibility for travel

Tools

Salesforce

Excel

Word

Jobbeschreibung

Overview

The Territory Manager is primarily responsible for achieving new business production goals within an assigned territory of mid-south and southeastern US States. The ideal candidate will oversee the business acquisition process for each prospective member from lead generation to service delivery. This role will plan, initiate, execute and report all new business activity to include prospect identification, broker training and technical sales support for new member acquisition and cross sells. In addition, the position will perform initial underwriting analysis, pricing review and documentation on prospects within assigned authority level and coordinate specific underwriting, risk management and claims issues for key accounts or specialized situations when necessary.

This position is open to local candidates and in the following cities: Atlanta, Miami, Dallas, Houston, Jacksonville, Tampa, Nashville, San Antonio, Savannah, and Richmond.

Responsibilities

• Achieve business development results in the territory
• Maintain adequate submissions pipeline to meet new business goals
• Achieve acceptable underwriting file quality on new business submissions
• Develop new relationships with brokers to adequately meet new business goals
• Facilitate broker training, identify training gaps, and effectively articulate UE value proposition
• Manage new business submission process in alignment with underwriting philosophy
• Ensure effective alignment with underwriting philosophy
• Actively report results and appropriate diagnostic information
• Provide ongoing research and understanding of all education liability products
• Provide support to renewal and cross-sell process for existing members
• Utilize CRM sales tools to build and execute territory plan to achieve growth in territory or segment

Qualifications

• Minimum of 5 years’ experience in marketing, underwriting or new business production with a national/regional broker or carrier
• Highly organized and disciplined to efficiently implement processes that drive successful results in assigned territory or segment
• Ability to effectively use various information sources to perform meaningful territory/segment research and analysis
• Solid internal and external negotiating skills
• Understanding of commercial insurance products, underwriting and claims
• General understanding of the education market
• Flexibility and ability to travel frequently
• Strong technology skills necessary to perform territory management tasks (e.g. Excel, Word, Salesforce or comparable CRM)

Benefits

• Health Insurance — We offer subsidized plan options with an optional pre-tax Health Savings Account (HSA), including an annual employer contribution and investment options. The plans offer a prescription benefit and telehealth.
• Dental Insurance — Two plan levels are available, depending on needs.
• Vision Insurance — We offer in- and out-of-network options; Lasik discounts are available.
• 401(k) — UE makes a 3% safe harbor non-elective contribution beginning the first of the month after date of hire; these funds are vested immediately. After one year of service, employees receive a 7% profit sharing non-elective contribution, as well as become eligible for a matched contribution of 25% of the first 5% employee deferral. Employees can make pre-tax contributions or taxed (Roth) salary reductions. Catch-up contributions for employees 50 years old and over. Employer contributions are fully vested three years from eligibility date.
• Life Insurance — UE pays for Basic Life Insurance, and employees have the option to apply for additional Voluntary coverage.
• Short- and Long-Term Disability Insurance — We offer coverage in the event employees are unable to work for a period of time.
• Paid Time Off — For the first two years of employment, employees accrue 24 days per year. At the beginning of the third year of service, employees accrue 30 days per year of PTO.
• 12 paid holidays annually including Juneteenth and an employee choice floating holiday
• Bonus eligibility is based on salary earned and performance for the year
• Support for individual growth through sabbaticals, leadership development, mentoring, and tuition assistance
• Inclusive and supportive culture that embraces diversity and provides opportunities for all to succeed
• Monthly lunches and various social events throughout the year
• Opportunities to join the Social Committee, Employee Resource Groups (ERGs), and Inclusion, Diversity, and Equity Alliance (IDEA)

Salary Range: $90,000 - $120,000 USD