Territory Marketing Manager

First Acceptance Insurance; Dallas (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

First Acceptance Insurance seeks a Territory Manager to drive profitable growth by prospecting and managing independent agencies within a defined territory. You will align annual volume and profit objectives with agency performance and strengthen relationships with appointed agents.

You will train agencies on products, processes, and technology, aiming to increase producing agents through proactive management and targeted incentives. A company car and travel are provided.

Qualifications

• Bachelor’s degree or equivalent with 5+ years in Territory Manager or high-volume sales.
• 2+ years of experience in P&C insurance operations.
• Proficiency in Microsoft Office, Salesforce and sales analytics reports.
• Proven track record of meeting sales plan targets.
• Strong verbal and written communication skills.
• Willingness to travel up to 50% with a company car and expenses card.

Responsibilities

• Prospect, vet, appoint, and manage independent agencies to grow profitable sales.
• Meet or exceed territory volume and profit objectives for assigned products.
• Schedule and execute daily/weekly/quarterly activities to hit targets.
• Train agencies on First Acceptance products, processes, and technology.
• Conduct agency visits and document actions in Salesforce.
• Identify agencies for profit-sharing and incentive programs.
• Routinely manage and review production, quality, profitability trends.

Skills

Territory management

Sales targets achievement

Verbal & written communication

Team-oriented

Travel readiness

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Salesforce

Job description

The Territory Manager will be responsible for prospecting, vetting, appointing, and managing Independent Agencies to produce profitable sales growth within a defined territory.They will be tasked with meeting and exceeding territory volume and profit objectives for First Acceptances assigned products, while maintaining and growing relationships between First Acceptance and appointed agents.

RESPONSIBILITIES

• Consistently achieve agreed-upon new business production, direct written premium, loss ratio goals, and other KPIs on an annual basis by effectively managing the agents of an assigned territory
• Work independently to schedule daily, weekly, monthly, and quarterly activities to achieve the required objectives
• Solicit new agencies, evaluate their potential to write quality new business, and recommend qualified new agencies for appointment to the vice president of Business Development
• Train appointed agencies on First Acceptance Products, Processes, and Technology
• Recommend agencies to participate in profit-sharing, rewards, special incentives programs, and other agency sales initiatives
• Increase the percentage of producing agents within the territory through relationship management, additional training, and process improvements
• Performance manage team for lack of production, unprofitable results, or other causes
• Routinely conduct agency visits to review production, quality, and profitability trends
• Document visits, actions, and communications with each IA in Salesforce
• Other duties as assigned

JOB REQUIREMENTS

• Bachelor’s degree or in lieu of degree equivalent education, training, and work-related experience of 5 years or more in a Territory Manager or High-Volume Sales capacity.
• 2+ years of work-related experience in P&C insurance operations
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint), Salesforce, and other sales analytics reports
• A proven track record of consistently meeting sales and new business expectations, including achieving sales plan targets
• Must possess practical verbal and written communication skills
• Must perform well in high-energy, dynamic, and team-oriented environments
• Ability to adapt to new situations and learn quickly
• High degree of initiative, mature judgment, and discretion
• Ability to follow directions and complete assigned tasks within a timely manner with limited supervision
• Must be willing to travel up to 50%.Travel may consist of up to 3 nights per week. A company car and a company card for expenses are provided.
• Must have an acceptable driving record.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

While performing the duties of this job, the employee is regularly required to perform manual tasks, including using hands to finger and handle controls. Tasks may also require the ability to talk or hear. The employee will frequently sit, bend, and reach with hands and arms, and is occasionally required to stand and walk. The employee may occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus. Other abilities include possessing the capacity to learn, concentrate, think, and read. Oftentimes, the employee will be communicating and interacting with others while working.

To perform this job successfully, an individual must satisfactorily perform each essential duty. The listed requirements are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and perform any other job-related duties requested by anyone authorized to give instructions or assignments.

#LI-REMOTE

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.