Territory Sales Manager

Jobtailor; Illinois; On-site; USD 60,000 - 120,000; Full time

Job summary

Jobtailor seeks an experienced Insurance Agency Sales Manager to build and maintain strong relationships with agencies, understand their needs, and provide solutions that drive growth across the Illinois territory.

You will collaborate with marketing, claims, and underwriting to ensure a seamless customer experience, analyze sales metrics, lead trainings, and present strategies that align with Western National’s objectives, while traveling frequently.

Qualifications

• Bachelor's degree in business or marketing; degree preferred.
• Prior property-and-casualty sales or agency-facing experience.
• Excellent written, verbal, and interpersonal communication.
• Ability to travel frequently (75–80%).
• Proven negotiations and conflict resolution skills.
• Ability to set priorities and work independently.
• Proficient understanding of insurance regulations and compliance.

Responsibilities

• Builds and maintains strong relationships with existing and potential customers, understands their needs, and provides solutions that meet those needs.
• Works closely with marketing, claims, and underwriting to ensure a seamless customer experience and align sales strategies with company goals.
• Analyzes sales metrics to identify areas for improvement and develop strategies for increasing sales effectiveness.
• Manages agency production and claims experience through report analysis and follows up to ensure sales objectives are achieved.
• Establishes regular meeting schedules with assigned agencies through in-person visits to achieve corporate objectives.
• Drives new business submissions to meet corporate growth initiatives for the territory.

Skills

Sales Strategy Development

Data Analysis

Report Analysis

Customer Relationship Management

Risk Management Concepts

Insurance Regulation Compliance

Training Facilitation

Agency Production Management

New Business Development

Empathy

Patience

Interpersonal Communication

Problem-Solving

Team Collaboration

Education

Bachelor's degree in business or marketing

Tools

Core Systems

Office Equipment

Computer Software Packages

Job description

Responsibilities

• Builds and maintains strong relationships with existing and potential customers, understands their needs, and provides solutions that meet those needs.
• Works closely with other departments, such as marketing, claims, and underwriting, to ensure a seamless customer experience and to align sales strategies with overall company goals.
• Analyzes sales metrics and performance data to identify areas for improvement and develop strategies for increasing sales effectiveness.
• Manages agency production and claims experience through report analysis, reviews production and profitability results with agency personnel, follows up to ensure sales objectives are achieved, and independently recommends and implements appropriate corrective action plans.
• Effectively establishes and maintains regular meeting schedules with assigned agencies through in-person visits to achieve corporate objectives.
• Drives new business submissions to meet corporate growth initiatives for the territory by maintaining and strengthening relationships.
• Promotes and supports agency personnel by facilitating training on company products and systems, including internet-based technologies and new sales techniques in the agency office.
• Acts as a liaison between the agencies and the company to communicate changes and develop opportunities for new and renewal sales.
• Works with all members of the Sales Team to work toward established annual sales and production plans.
• Effectively develops talking points and a sales approach to ensure proper and appropriate messaging that is aligned with Western National's philosophy.
• Works with SMEs (Subject Matter Experts) for product and communication meetings.
• Analyzes agency reports and develops strategies and action plans to effectively manage assigned agencies and territories.
• Understands and reports new business opportunities, understands competitor activities, and stays informed about industry trends.
• Develops and implements appropriate rehabilitation and/or termination programs when necessary.
• Develops and implements growth plans with key agencies.
• Continuously seeks ways to improve sales processes, enhance team performance, and increase customer satisfaction.
• Leads sales presentations and negotiations with key clients and prospects.
• Researches and recommends new agencies for appointment by recruiting, interviewing, and assessing the fit of the agency per established new appointment guidelines.
• Assists agencies in resolving complex complaints regarding underwriting, claims, service, or other internal Western National areas.
• Collaborates with underwriting to develop core agency strategies and support account-level decisions and mentors underwriters in understanding agency dynamics and effective communication.
• Works closely with all company departments to develop a high level of teamwork and cooperation to provide excellent service to agents and policyholders.
• Consistently acts according to our customer experience standards, including responding quickly, maintaining a positive attitude, building rapport, demonstrating empathy, managing the customer’s expectations, using the proper communication channel for the situation, and taking ownership to ensure the customer’s issue is resolved.
• Proficient ability to demonstrate empathy and patience when dealing with customers, especially when they are facing stressful situations or complex issues.
• Ability to quickly and effectively address customer inquiries, resolve issues, and find solutions that meet customer needs with minimal assistance from a leadership support system.
• Seeks feedback from customers to identify areas for improvement and works with various departments to implement changes.
• Handles complaints and conflicts, striving to resolve them in a way that maintains customer satisfaction and loyalty.

Requirements

• Valid and unrestricted driver’s license with acceptable driving record.
• Ability to travel frequently (75 – 80%), including overnight in-state travel (15 – 200-mile radius).
• Prior property-and-casualty insurance company sales and marketing experience, or equivalent agency-facing property-and-casualty industry experience.
• Excellent written, verbal, and interpersonal communication skills.
• Proven ability to communicate with individuals at all levels of an organization.
• Excellent conflict resolution skills.
• Ability to set priorities, meet deadlines, and work independently.
• Maintains a professional demeanor, shows respect, and demonstrates integrity in all interactions with customers.
• Proficient use of various core systems, office and computer equipment, and software packages.
• Understands and demonstrates proficiency in negotiations and leveraging in business transactions.
• Proficient verbal and written communication skills to clearly explain insurance terms, policies, and procedures to agency partners, with the ability to actively listen and understand customer needs and concerns.
• Proficient understanding of insurance regulation and compliance requirements to ensure all sales activities adhere to legal standards.
• Leads or co-leads project groups to assist in the evolution of coverages, policies, and procedures, and brings forward new ideas and innovations.
• Proficient understanding of risk management concepts and how they apply to insurance products and client needs.
• Bachelor's degree in business or marketing; experience in lieu of degree acceptable.

Core Competencies

Demonstrates strong relationship-building skills with customers and agencies, effectively communicates insurance terms and policies, and utilizes analytical abilities to enhance sales strategies and customer satisfaction. Proficient in conflict resolution and negotiation, with a solid understanding of insurance regulations and risk management.

Highest-signal resume keywords

• Property-And-Casualty Insurance Sales Experience
• Excellent Written And Verbal Communication Skills
• Conflict Resolution Skills
• Negotiation Proficiency
• Bachelor's Degree In Business Or Marketing

ATS Optimization Keywords

Hard Skills

• Sales Strategy Development
• Data Analysis
• Report Analysis
• Customer Relationship Management
• Risk Management Concepts
• Insurance Regulation Compliance
• Training Facilitation
• Agency Production Management
• Sales Metrics Analysis
• New Business Development

Soft Skills

• Empathy
• Patience
• Interpersonal Communication
• Problem-Solving
• Team Collaboration

Industry Keywords

• Insurance Industry
• Agency-Facing Experience
• Customer Experience Standards
• Sales Objectives
• Agency Dynamics

Tools & Technologies

• Core Systems
• Office Equipment
• Computer Software Packages