P&C Carrier Territory Business Development Manager

First Acceptance Insurance; Sacramento (CA); Remote; USD 95,000 - 109,000; Full time

Benefits offered by this job

Company car

Company card for expenses

Job summary

First Acceptance Insurance is seeking a Territory Manager to prospect, vet, appoint, and oversee Independent Agencies to drive profitable sales within a defined Northern California territory. This role is fully remote with travel to the territory; home base near Northern California preferred.

You will meet or exceed volume and profitability goals, train agents on products and systems, and use Salesforce to document activities.

Qualifications

• Bachelor’s degree or equivalent experience; 5+ years in territory or high-volume sales.
• 2+ years in P&C insurance operations.
• Proficiency with Microsoft Office and Salesforce.
• Proven track record of meeting sales targets.
• Excellent verbal and written communication.
• Willingness to travel up to 50% (up to 3 nights/week).

Responsibilities

• Achieve new business production and written premium targets by managing assigned agents.
• Schedule daily to quarterly activities to meet objectives.
• Solicit and evaluate new agencies for appointment.
• Train agencies on First Acceptance products and processes.
• Review production, quality, and profitability with agents through visits.
• Document visits and communications in Salesforce.
• Perform other duties as assigned.

Skills

Sales track record

Verbal & written communication

Team-oriented

High initiative

Adaptable

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Microsoft Office

Sales analytics

Job description

The Territory Manager will be responsible for prospecting, vetting, appointing, and managing Independent Agencies to produce profitable sales growth within a defined territory. They will be tasked with meeting and exceeding territory volume and profit objectives for First Acceptances assigned products, while maintaining and growing relationships between First Acceptance and appointed agents.

This position is fully remote with travel to the Northern California Territory, applicant's home base would be preferred near this area.

RESPONSIBILITIES

• Consistently achieve agreed-upon new business production, direct written premium, loss ratio goals, and other KPIs on an annual basis by effectively managing the agents of an assigned territory Work independently to schedule daily, weekly, monthly, and quarterly activities to achieve the required objectives Solicit new agencies, evaluate their potential to write quality new business, and recommend qualified new agencies for appointment to the vice president of Business Development.
• Training appointed agencies on First Acceptance Products, Processes, and Technology Recommend agencies to participate in profit-sharing, rewards, special incentives programs, and other agency sales initiatives Increase the percentage of producing agents within the territory through relationship management, additional training, and process improvements Terminate agents for lack of production, unprofitable results, or other causes Routinely conduct agency visits to review production, quality, and profitability trends Document visits, actions, and communications with each IA in Salesforce Other duties as assigned

JOB REQUIREMENTS

• Bachelor’s degree or in lieu of degree equivalent education, training, and work-related experience of 5 years or more in a Territory Manager or High-Volume Sales capacity.
• 2+ years of work-related experience in P&C insurance operations
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint), Salesforce, and other sales analytics reports
• A proven track record of consistently meeting sales and new business expectations, including achieving sales plan targets
• Must possess practical verbal and written communication skills
• Must perform well in high-energy, dynamic, and team-oriented environments
• Ability to adapt to new situations and learn quickly
• High degree of initiative, mature judgment, and discretion
• Ability to follow directions and complete assigned tasks within a timely manner with limited supervision
• Must be willing to travel up to 50%.Travel may consist of up to 3 nights per week. A company car and a company card for expenses are provided.
• Must have an acceptable driving record.

PHYSICAL DEMANDS

The physical demands described here are representative of those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. While performing the duties of this job, the employee is regularly required to do manual tasks, which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The employee will frequently sit, bend, and reach with hands and arms, and is occasionally required to stand and walk. The employee may occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus. Other abilities include possessing the capacity to learn, concentrate, think, and read. Oftentimes, the employee will be communicating and interacting with others while working. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and perform any other job-related duties requested by anyone authorized to give instructions or assignments.

Salary Range for this position is $94,760 - $109,335 annually

In compliance with California pay transparency requirements, First Acceptance Insurance provides the above base salary range for this position. This range reflects the base salary First Acceptance Insurance reasonably expects to pay for this role at the time of posting.

Actual compensation will be determined based on job-related factors including, but not limited to, relevant experience, skills, education, internal equity, and geographic location.