Senior Territory Manager, Northern CA

Jobtailor; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is looking for a territory manager to lead Northern CA agency relationships and grow commercial P&C business. You will travel to agencies, coordinate submissions, and align with underwriting guidance to expand the book of business.

The role requires 3+ years in territory or underwriting-related roles, strong data usage, and excellent communication with partners and internal teams. Expect active collaborations across underwriting and leadership in a field-based capacity.

Qualifications

• 3+ years of experience in territory management, production underwriting, or broker distribution.
• Experience growing a book of business through agency relationships.
• Knowledge of commercial P&C, including Workers' Comp, BOP, Auto, and Umbrella.
• Familiarity with the Northern CA market and agency environment.
• Experience using data and metrics to inform decisions.
• Clear and effective communication with agency partners and internal teams.
• Strong organizational skills.
• Independent problem-solving in complex situations.
• High travel availability with regular in-person agency visits.
• Bachelor's degree preferred.

Responsibilities

• Own and manage the Northern CA territory by developing agency relationships and growing commercial P&C business.
• Meet with agency partners in the field.
• Increase submission activity and build a book of business aligned with underwriting guidelines.
• Increase written premium by expanding submission activity from agency partners.
• Build and maintain agency relationships through regular in-person meetings.
• Review agency performance and adjust territory approach based on results.
• Work with underwriting and distribution leadership to align on guidelines, pricing, and growth plans.
• Use agency performance, market trends, and competitor activity data to determine priorities.
• Follow a consistent sales process and track activity, pipeline, and results.
• Coordinate regularly with underwriting, distribution, and leadership teams.

Skills

Territory Management

Agency Relationship Development

Data-Driven Decision Making

Effective Communication

Strong Organizational Skills

Independent Problem-Solving

Sales Process Management

Education

Bachelor's degree preferred

Tools

Excel

Power BI

Job description

Requirements

• 3+ years of experience in territory management, production underwriting, or broker distribution
• Experience growing a book of business through agency relationships
• Knowledge of commercial P&C, including Workers' Comp, BOP, Auto, and Umbrella
• Familiarity with the Northern CA market and agency environment
• Experience using data and metrics to inform decisions
• Clear and effective communication with agency partners and internal teams
• Strong organizational skills
• Independent problem-solving in complex situations
• High travel availability with regular in-person agency visits
• Excel required
• Power BI is a plus
• Bachelor's degree preferred
• Subject to background screening, which may include drug testing and motor vehicle record review for roles involving driving

Core Competencies

Demonstrates expertise in territory management and agency relationship development to drive growth in commercial P&C business. Proficient in using data and metrics to inform strategic decisions and enhance agency performance.

Highest-signal resume keywords

• Territory Management
• Commercial P&C Knowledge
• Agency Relationship Development
• Data-Driven Decision Making
• Effective Communication

Hard Skills

• Production Underwriting
• Book of Business Growth
• Market Trend Analysis
• Sales Process Management
• Pipeline Tracking

Soft Skills

• Strong Organizational Skills
• Independent Problem-Solving

Industry Keywords

• Northern CA Market
• Workers' Comp
• BOP
• Auto
• Umbrella

Tools & Technologies

• Excel
• Power BI

• Own and manage the Northern CA territory by developing agency relationships and growing commercial P&C business
• Meet with agency partners in the field
• Increase submission activity and build a book of business aligned with underwriting guidelines
• Increase written premium by expanding submission activity from agency partners
• Build and maintain agency relationships through regular in-person meetings
• Review agency performance and adjust territory approach based on results
• Work with underwriting and distribution leadership to align on guidelines, pricing, and growth plans
• Use agency performance, market trends, and competitor activity data to determine priorities
• Follow a consistent sales process and track activity, pipeline, and results
• Coordinate regularly with underwriting, distribution, and leadership teams