Territory Agency Partnerships Lead

Preferred Mutual; Northern (KY); Hybrid; USD 73,000 - 100,000; Full time

Benefits offered by this job

Short- and long-term disability & life

401(k) plan with employer contribution

Pension Plan

Company-wide short-term incentive plan

Paid time off—25 days at hire

7 days sick leave

10 paid holidays

BetterHelp sessions for you and depend

Health insurance (medical, dental, and

Health Savings Accounts with employer

Job summary

Preferred Mutual is seeking an Agency Relationship Representative to build and strengthen relationships with independent insurance agencies while driving profitable growth in Personal and Commercial Lines. This field role requires frequent travel and close collaboration with underwriting and claims teams to deliver exceptional agency experiences.

The position emphasizes developing agency partnerships, promoting company programs, and maintaining thorough CRM documentation to guide territory plans

Qualifications

• Bachelor’s degree in Business, Marketing, Insurance, or related field, or equivalent.
• 3+ years of experience in the property and casualty insurance industry (sales, underwriting, customer service, or agency experience preferred).
• Residency in the regional area with a valid driver’s license and ability to travel ~75% of the time.
• Proficiency with Microsoft Office including Outlook, Excel, PowerPoint, and Word.
• Strong organizational, communication, and presentation skills.

Responsibilities

• Develop and maintain strong professional relationships with independent insurance agencies in the assigned territory.
• Schedule in-person agency visits, coordinate meetings, and manage a travel calendar.
• Promote company products and capabilities while driving profitable growth and agency engagement.

Skills

Relationship building

Sales & business development

Communication

Organization & time management

Time management

Business acumen

Problem solving

Initiative

Adaptability

Customer focus

Education

Bachelor’s degree in Business, Marketing, Insurance, or related field

Tools

Microsoft Office Suite

Job description

Preferred Mutual is seeking an Agency Relationship Representative to build and strengthen relationships with independent insurance agencies while driving profitable growth in Personal and Commercial Lines. This field role requires frequent travel and close collaboration with underwriting and claims teams to deliver exceptional agency experiences.

The position emphasizes developing agency partnerships, promoting company programs, and maintaining thorough CRM documentation to guide territory plans