Regional Sales Manager, Personal Lines- TEXAS

Hallmark Financial Services, Inc.

Dallas, Northern (TX, KY)

Hybrid

USD 110,000 - 150,000

Full time

14 days+

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Job summary

Hallmark Financial Services, Inc. is seeking a Regional Sales Manager to oversee a portfolio of states in Texas and lead Territory Managers to grow premium volume with profitability.

Travel across Texas to support agency relationships and business development is required, and collaboration with the Sales Director and cross-functional teams is essential. The role emphasizes coaching, performance management, and strategic execution of the sales plan, with a focus on market penetration and loss

Qualifications

  • Bachelor's degree in Business, Marketing, Insurance, or equivalent combination of education and experience.
  • 5+ years of experience in insurance sales, preferably personal auto or non-standard personal auto.
  • 2+ years of experience managing, coaching, or leading sales professionals.
  • Demonstrated success achieving sales and business development objectives.
  • Strong understanding of independent insurance agency distribution.
  • Strong knowledge of the Texas insurance market.
  • Excellent communication, presentation, negotiation, and relationship-building skills.
  • Strong analytical and problem-solving abilities.
  • Ability to travel regularly throughout Texas.
  • Valid driver's license and reliable transportation.

Responsibilities

  • Directly manage, coach, and develop Territory Managers including hiring, onboarding and performance management.
  • Establish performance expectations and hold teams accountable for sales, growth and profitability.
  • Conduct regular one-on-one meetings, performance reviews and territory business reviews with field visits.
  • Identify training opportunities and create development plans for individuals and team.
  • Foster a collaborative, accountable, and results-driven sales culture and manage travel expenses.
  • Develop and execute sales strategies aligned with company objectives and underwriting appetite.
  • Monitor territory production, new business, retention, loss ratio and other KPIs for profitable growth.
  • Collaborate with Sales Director/AVP on strategies, budgeting, and planning.
  • Partner with Territory Managers to develop territory-specific business plans and strengthen agency relationships.
  • Lead cross-functional collaboration with Underwriting, Claims, Marketing, Product, and Operations.

Skills

Communication
Negotiation
Relationship building
Presentation skills
Analytical thinking
Travel willingness

Education

Bachelor's degree in Business / Marketing / Insurance or equivalent

Job description

**Regional Sales Manager – Texas****Position Summary**The Regional Sales Manager is responsible for management of a collection of states/territories and Territory Managers consistent with the companies’ goals. This position is accountable to growing premium volume with profitable loss ratios, achieving sales and production objectives through new and existing agency relationships, and ensuring effective execution of the Company's sales strategy.The Regional Sales Manager serves as the primary leader and resource for Territory Sales Managers, providing direction, coaching, performance management, and support while partnering closely with the Sales Director and cross-functional leadership.This position is requires regular travel throughout Texas to support agency relationships, team activities, and business development.**Essential Duties & Responsibilities****Leadership & Team Management*** Directly manage, coach, and develop team members including hiring, onboarding and all aspects of performance management.* Establish clear performance expectations and hold TSMs accountable for achieving sales, growth, profitability, and agency development objectives.* Conduct regular one-on-one meetings, performance reviews, and territory business reviews. Activities will include field visits/ride-alongs.* Identify training and development opportunities and create plans to strengthen individual and team capabilities.* Foster a collaborative, accountable, and results-driven sales culture.* Manage travel and other expenses to stay within budgetary constraints.* Maintain a strong understanding of the region’s non-standard personal auto insurance market. Monitor and provide leadership competitor activity, market trends, regulatory developments, and changes within the independent agency distribution channel.**Sales & Business Development*** Develop and execute sales strategies aligned with company objectives and underwriting appetite. Identify opportunities to increase market penetration and improve the company's competitive position.* Monitor territory production performance, new business, retention, loss ratio and other key performance indicators. Identify opportunities for profitable growth or improvement.* Assist Sales Director and AVP of Sales/Marketing with specific strategies, research, market analysis and annual planning and budgeting. Assist with sales forecasting, budgeting, and business planning.* Partner with TSMs to develop territory-specific business plans and strategies.* Review sales reports and performance data to identify trends, opportunities, and areas requiring corrective action.* Support the identification and development of new agency relationships and distribution opportunities.* Work with TSMs to strengthen relationships with key agencies and producers.* Actively participate in regular Territory Manager producer meetings/and or conference calls, share competitor information, assist with training and contribute to department goals and planning, attend industry events and be the primary point of contact for regional large agency groups.* Serve as an escalation point for significant agency or producer issues.* Create and maintain structure to appropriately execute agency appointments, terminations and updates. Create and implement programs to improve loss ratio, retention, quote volume, sales conversion and brand recognition.**Cross-Functional Collaboration*** Partner with Underwriting to ensure sales activities align with company risk appetite and profitability objectives.* Collaborate with Claims, Marketing, Product, Operations, and other departments to address market and agency needs. Provide field feedback to help inform business and product decisions.* Communicate company initiatives, programs, and strategic priorities to the TSM team.**Qualifications****Required*** Bachelor's degree in Business, Marketing, Insurance, or related field, or equivalent combination of education and experience.* **5+ years of experience in insurance sales, preferably personal auto or non-standard personal auto.*** **2+ years of experience managing, coaching, or leading sales professionals.*** Demonstrated success achieving sales and business development objectives.* Strong understanding of independent insurance agency distribution.* Strong knowledge of the Texas insurance market.* Excellent communication, presentation, negotiation, and relationship-building skills.* Strong analytical and problem-solving abilities.* Ability to travel regularly throughout Texas.* Valid driver's license and reliable transportation.**Preferred*** Experience specifically in **non-standard personal auto insurance**.* Established relationships with Texas independent insurance agencies and producers.* Experience managing geographically dispersed sales professionals.* Insurance designation such as CIC, CPCU, or similar.Hallmark Financial Services is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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