Remote Insurance Agency Growth Manager

Delos Insurance Solutions; San Francisco (CA); A distancia; USD 75.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Equity stock options

Unlimited PTO

Comprehensive health benefits

401(k) retirement savings

Professional development & tuition

Descripción de la vacante

Delos Insurance Solutions is seeking a Remote Virtual Territory Manager to build and sustain relationships with independent insurance agencies. The role emphasizes onboarding, training, and maintaining strong agency engagement through virtual means, with collaboration across underwriting, operations, and sales teams.

This remote position supports growth and satisfaction across agency partners. Ideal candidates have 3+ years in agency relationships or sales, proven virtual collaboration, and

Formación

• 3+ years of experience with independent insurance agencies in relationship/account management or sales.
• Experience onboarding, training, or supporting insurance agents preferred.
• Proven success managing agency relationships in a virtual environment.
• Ability to travel occasionally, as needed.

Responsabilidades

• Build and maintain strong relationships with assigned independent agencies through regular virtual meetings, calls, and outreach.
• Partner with the Enterprise Relationship Lead to support agency growth and strategic initiatives.
• Serve as a primary point of contact for agency questions, concerns, and ongoing support.
• Collaborate with underwriting, operations, and sales teams to resolve issues and improve the agency experience.
• Provide responsive, high-quality service to support agency satisfaction and retention.
• Vet, onboard, and support newly appointed agents.
• Lead virtual training sessions on Delos products, systems, and underwriting guidelines.
• Create and manage onboarding plans to help agents become productive quickly.
• Ensure a smooth transition of newly onboarded agencies to the Territory Manager.
• Provide ongoing training and resources to help agencies succeed.
• Monitor agency production and engagement to identify opportunities for growth.
• Use performance data to identify challenges, recommend solutions, and improve results.
• Provide guidance and coaching to help agencies increase production.
• Maintain accurate agency records, activities, and performance metrics in the CRM.
• Follow established onboarding and sales processes to ensure consistency and efficiency.

Conocimientos

Relationship management

Virtual training

Communication skills

CRM experience

Data analysis

Herramientas

HubSpot CRM

Google Workspace

Microsoft Excel

Descripción del empleo

Delos Insurance Solutions is seeking a Remote Virtual Territory Manager to build and sustain relationships with independent insurance agencies. The role emphasizes onboarding, training, and maintaining strong agency engagement through virtual means, with collaboration across underwriting, operations, and sales teams.

This remote position supports growth and satisfaction across agency partners. Ideal candidates have 3+ years in agency relationships or sales, proven virtual collaboration, and