Senior Territory Manager, Independent Agency Channel - Austin TX Territory

Branch Financial, LLC; Ohio; Remote; USD 90,000 - 140,000; Full time

Benefits offered by this job

Remote-first

Stock options

Home office stipend

Job summary

Branch is seeking a Senior Territory Manager in the United States to own a defined state or set of states, driving growth with independent agencies and meeting production targets for bound premium and policy counts.

This field-based, relationship-first role requires building trust with agency principals, coaching them on Branch quoting tools, and collaborating with Marketing, Product, Underwriting, and Operations to remove barriers and scale adoption.

Qualifications

• 5+ years in a quota- or target-carrying field sales role with defined geography.
• Experience managing a high-travel, self-directed field schedule.
• Strong in-person presentation and group training skills with agency principals.

Responsibilities

• This is a relationship-first, feet-on-the-street role: you'll be the face of Branch to agency principals and producers, responsible for building trust, driving adoption of Branch's quoting tools, and coaching agencies toward writing business that fits our appetite.
• The role replaces a remote, digitally delivered agency management model with an in-person, field-based one.
• Build and segment a target agency list or manage a segmented target agency list, and decide where your time goes.
• Carry a production target for bound premium and policy count in your territory.
• Maintain a pipeline view of appointed agencies, quoting trends, and bound premium by agency.
• Track against target throughout the period, flag haps early, and adjust your plan to close them.
• Run and log a consistent cadence of in-person agency visits, lunch-and-learns, and local events to build face-to-face relationships.
• Clearly communicate Branch's frictionless value proposition, appetite, and differentiators and ensure target producers understand Branch’s core value.
• Drive quality quoting behavior. Educate agencies on Branch's ideal risk profile so the business they quote binds, retains, and performs.
• Train the relevant stakeholders at agencies to quote in Branch's quoting platform before going into a comparative rater.
• Grow the share of target agencies that produce with consistency, and re-engage those that go quiet.
• Partner cross-functionally with Marketing, Product, Underwriting, and Operations to resolve territory-level barriers to production.
• Bound premium and policy count from assigned territory, measured against target
• Quality of business: % of growth against ideal customer profile (bundled home and auto customers with CovA between $400k-$1.2m) of target agencies actively producing with consistency

Skills

Quota sales

Field sales

High travel

Presentation skills

Training skills

Job description

About Branch Branch is on a mission to make insurance more accessible, so more people can be covered. We innovate using data, tech, and automation to simplify insurance from start to finish—we eliminated inaccurate quotes in favor of real prices, created a better way to bundle, and cut unnecessary costs in the traditional insurance process. Basically, we’re doing insurance the way it was meant to be.

But we didn’t just create the insurance we’ve always wanted, we also created the company we’ve always wanted to work for. As we redefine insurance, we also want to redefine what it means to work in insurance.

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Branch is remote first, with most Branchers choosing to work from home. We also have office space in Columbia and Concordia, Missouri as well as Forreston, Illinois.

Branch’s Senior Territory Manager owns a defined state (or set of states) and grows the volume and quality of business submitted by independent agencies in that territory. You carry a production target and are accountable for hitting it.

Responsibilities

• This is a relationship-first, feet-on-the-street role: you'll be the face of Branch to agency principals and producers, responsible for building trust, driving adoption of Branch's quoting tools, and coaching agencies toward writing business that fits our appetite.
• The role replaces a remote, digitally delivered agency management model with an in-person, field-based one. They run a disciplined week without anyone telling them where to be and they bring what they hear in the field back to Branch in a form the business can act on.
• Build and segment a target agency list OR Manage a segmented target agency list], and decide where your time goes - which relationships to build, which to rebuild, which to prioritize against your production target. Carry a production target for bound premium and policy count in your territory. Maintain a pipeline view of appointed agencies, quoting trends, and bound premium by agency. Track against target throughout the period, flag haps early, and adjust your plan to close them.
• Run and log a consistent cadence of in-person agency visits, lunch-and-learns, and local events to build face-to-face relationships with principals and producers.
• Clearly communicate Branch's frictionless value proposition, appetite, and differentiators and ensure target producers understand Branch’s core value.
• Drive quality quoting behavior. Educate agencies on Branch's ideal risk profile so the business they quote binds, retains, and performs.
• Train the relevant stakeholders at agencies to quote in Branch's quoting platform before going into a comparative rater.
• Grow the share of target agencies that produce with consistency, and re-engage those that go quiet.
• Partner cross-functionally with Marketing, Product, Underwriting, and Operations to resolve territory-level barriers to production.
• Bound premium and policy count from assigned territory, measured against target
• Quality of business: % of growth against ideal customer profile (bundled home and auto customers with CovA between $400k-$1.2m) of target agencies actively producing with consistency

Qualifications

• 5+ years in a quota- or target-carrying field sales role where you owned a defined geography or book of business. Independent agency distribution, territory/field sales, SaaS sales, or a comparable business development role preferred.
• ~ Comfort and experience with managing a high-travel, self-directed field schedule
• ~ Strong in-person presentation and group training skills, with the ability to quickly establish credibility and rapport with agency principals and producers.

Benefits & Compensation

• Above-market salary - Branch is a data-driven company, so we do the math on salaries, too. Pay equity and transparency - Our pay isn’t just market-driven, it’s equitable. We let experience and performance drive your success, never your gender, race, orientation, or beliefs.
• Remote-first (with perks) - Work from where you’re most comfortable. We’ll take care of your work from home set-up and monthly internet. We also have a Columbus headquarters if you’d like to join us in an office.
• Flexible YouTime - We don’t just let you control your own time off. Employee stock options - You’re not just an employee. If you’re full-time, you’re also a part-owner. You’ll have stock options so you can invest in the company you’re helping to grow.
• Medical, vision, dental - Get all the coverage you need for a healthy, happy life.
• Branch helps you get to retirement on time with a portion of your contributions matched each month.

At Branch, we are deeply committed to community. All qualified applicants and/or employees will receive consideration for employment without regard to the individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.

Branch provides reasonable accommodations to qualified individuals with disabilities throughout the hiring process and in the role.