Territory Manager

Southern Trust Insurance Company; Macon (GA); Remote; USD 70,000 - 100,000; Full time

Job summary

Southern Trust Insurance Company is seeking a Territory Manager to drive development, growth and profitability for the assigned territory in partnership with our independent agents. The role focuses on agency management, development and retention, and new agency prospecting, with weekly travel and regular visits to the home office in Macon, Georgia.

You will analyze market conditions, coordinate with Personal Lines and Commercial Lines teams, and manage production, loss ratios and expenses to

Qualifications

• 5+ years of Property and Casualty Insurance Marketing experience.
• Working knowledge of Office 365, Word, and Excel.
• Must have a valid driver's license and a clean motor vehicle record.
• Regular and predictable attendance.
• Excellent interpersonal and communication skills.

Responsibilities

• Develop detailed sales outlines and a comprehensive plan for independent agencies to maximize profitability.
• Present to suitable agencies to build profitable relationships.
• Review agencies for improvement or termination as needed.
• Identify and train new agents/CSRs on products and services.
• Coordinate agency events and participate in face-to-face meetings with agents.
• Represent Southern Trust at business conventions or conferences.

Skills

Insurance marketing

MS Office

Driver's license

Attendance

Communication skills

Education

Insurance designations in progress

Job description

Summary

Under the direction of the Marketing Director, the Territory Manager is responsible for managing all aspects of development, growth and profitability for the business in the assigned territory in

Description

Under the direction of the Marketing Director, the Territory Manager is responsible for managing all aspects of development, growth and profitability for the business in the assigned territory in

partnership with Southern Trust’s independent agents. The primary focus will be agency management, development and retention, new agency prospecting, and management of profit, losses and expenses for assigned agents. This is a remote-work position and weekly travel is required, as well as regular visits to the Company’s home office in Macon, Georgia. This role also understands present market conditions and competitiveness of other carriers and agencies in this geographic area and works with internal team members to meet the needs of our Company and our independent agents.

Essential Functions

• Construct detailed sales outline for assigned territory, as well as develop a comprehensive sales plan for independent agencies, with specific emphasis on production and profitability and be able to communicate areas of emphasis/improvement to agency principals, managers, agents, and producers to maximize effectiveness of Southern Trust’s products.
• Present for appointment those agencies who have ability to produce profitable volume and fit the profile of Southern Trust agents
• Continually review agencies for improvement or potential termination due to volume, unprofitable production, or lack of sustained viability
• Identify and train new agents/CSR’s on products and services
• Coordinate agency events for CSR or agency luncheons, and general agent appreciation events
• Actively be involved in face-to-face opportunities with agents
• Represent Southern Trust at business conventions and/or conferences
• Communicate with Personal Lines and Commercial Lines team members
• Complete comprehensive sales reports
• Study competitiveness of carriers and affiliated agencies in each city, county, and state to determine adequate market share
• Identify programs and obtain product information from other carriers, as needed, to determine competitive advantages and disadvantages
• Manage and communicate problems that may be presented by the agency with various departments at the Home Office
• Attend regularly scheduled conference calls/meetings/trainings
• Coordinate Underwriter agency visits to better improve efficiency and relationships
• Prepare, in advance, weekly itinerary for agency visits to address production and loss ratio, submission quality and activity, and any other general agency issues or concerns
• Assist in planning Continuing Education events
• Performs other duties as assigned

People Management

None

Compensation

• Commensurate with experience
• Performance-based incentives

Benefits Package

• 401(k) company match up to 6% eligible upon hire
• Medical, dental & vision, including company paid Life insurance and long-term disability
• Health care flexible spending accounts
• Paid time off
• Parental & family leave; military leave & pay
• Employee Referral Incentive
• Career Development & Continuing Education Assistance

Physical Conditions/Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear, safely drive an automobile, travel weekly to meet agents and occasional trips to the home office for meetings and company functions. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.

Requirements

Job Requirements, Knowledge, Skills and Abilities

• Property and Casualty Insurance Marketing experience required (5+ years)
• Working knowledge of Office 365, Microsoft Word, and Microsoft Excel recommended
• Must have a valid driver's license and an acceptable motor vehicle record to operate a corporate vehicle
• Regular and predictable attendance
• Excellent interpersonal and communication skills

Desired Knowledge, Skills And Abilities

• Hold or be actively pursuing any insurance-related designations (ex: CIC, CPCU, CRM, AU, etc.)

Other Characteristics

• Highest degree of honesty and integrity
• Puts the success of the company ahead of personal success—team player
• Results, action-oriented
• Shows concern for quality in their work and practices continuous improvement
• Interacts professionally, appropriately and courteously with customers, other outside parties and co-workers
• Adapts to on-going change and works in a fast-paced, customer-focused environment
• Adheres to established company standards
• Works effectively with tight deadlines