Territory Sales Manager - Hybrid

CSAA Insurance Group; Oklahoma; Hybrid; USD 90,000 - 130,000; Full time

Job summary

CSAA Insurance Group is hiring a Territory Sales Manager – Hybrid to own and manage relationships with agents and local sales leaders across P&C distribution, driving profitable growth by expanding sales, closing opportunities, and meeting revenue targets. You will advocate CRM adoption and equip field teams with up-to-date tools for success.

The role requires a bachelor’s degree or equivalent, 10+ years of B2B insurance sales experience, strong communication skills, and willingness to travel

Qualifications

• Bachelor degree or equivalent education and experience.
• A valid driver's license and insurable driving record or alternative transportation to travel between sites is required.
• 10+ years of outside business to business sales experience or experience in property and casualty insurance sales, product management, or related role.
• Advanced knowledge of the property and casualty insurance industry.
• Great communication with product, operations, and marketing teams.
• Ability to plan and implement sales calls and presentations to customers to include capturing business from competitors.
• Able to cover large geographical sales territory (overnight travel required).
• Travel required, more than 50%.

Responsibilities

• Own and manage relationships with agents and local sales leaders to drive growth.
• Lead and support sales initiatives and strategies in defined territories.
• Promote CRM adoption and ensure teams are equipped with up-to-date communications.
• Collaborate with cross-functional partners to execute sales plans and readiness.

Skills

Sales leadership

Agent relationship management

Strategic selling

CRM familiarity

Education

Bachelor's degree or equivalent education and experience

Job description

Territory Sales Manager - Hybrid

Requisition Number: R7915

Location

Oklahoma - Home Teleworkers
Arkansas - Home Teleworkers, Kansas - Home Teleworker, South Dakota - Home Teleworkers, Texas - Home Teleworkers

Job Information

CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work. We are actively hiring for a Territory Sales Manager - Hybrid

Your Role

The Territory Sales Manager will own and manage relationships with agents and local sales leaders of our P&C Insurance distribution groups to drive profitable growth. They will support partner agencies in expanding sales volume, identify and close new sales opportunities, and meet sales and revenue targets. The Territory Sales Manager will advocate for the adoption and usage of CRM and other management tools, collaborate with business leaders to ensure Territory Sales Manager's are equipped with up-to-date communications, and manage field relationships with national partners, including agency expansion and profitability plans

Your Work

Accountable for achievement of sales results within defined territory as measured by monthly scorecards. Leads Market Generation Consultant initiatives across region(s), including countrywide initiatives. Responsibilities include some coaching, developing, mentoring, implementing and managing tactical plans in support of strategies for all personal lines insurance products. Ensures consistent application of efforts on desired priorities and initiatives. Develops and maintains strong relationships with agents and influencing distribution partners to increase sales production, Owns relationship with agents and local sales leaders. Responsible for developing and implementing sales strategies to drive growth and business goals in their markets.

Accountable for utilizing available tools for driving profitable growth (ex: discretionary budget, sales incentives). Acts as a field subject matter expert in product and delivery in multiple distribution channels and across multiple regions or states. Territories could include complex or new state/club/channel combinations. Drive agent adoption of product enhancements, initiates audits, and develops/implements methods to improve performance. Primary product and market expert on industry, competitor activity, and agent experience; identifies market trends and agent needs and communicates product or market opportunities to drive business strategy, communicates action taken and updates to sales agents as appropriate.

Works with distribution partners to identify root causes and resolves issues; often times involving working with multiple cross-functional departments to drive solutions (underwriting, claims, and customer service). Working with partners, develops and implements sales strategies and incentives to support product strategy and improve growth opportunity. Own cross functional relationship to share wins and opportunities with partners driving growth in other channels in the same territory. Uses a structured approach with the ability to be agile to accommodate changes in business priorities. Applies iterative processes that will develop and grow with the business. Uses a structured process for launching training sessions and workshops in the field that drive metrics (e.g., new, renewal, retention, AWP business). Spends face-to-face time, onboarding new agents, including training on product, systems, state specific guidelines and conduct quote review Utilize internal, and rater based data to find opportunities to improve agencies efficiencies and effectiveness. Example tactics include developing and conducting sales training and incentives, collaborating with sales leadership, and driving adoption of our insurance products and services independently. Drives and consults on overall business strategy and messaging to bring value, increase growth, and improve the business performance of our distribution partners.

Required Experience, Education and Skills

Bachelor degree or equivalent education and experience

A valid driver's license and insurable driving record or alternative transportation to safely travel between sites is required

10+ years of outside business to business sales experience or experience in property and casualty insurance sales, product management, or related role

Advanced knowledge of the property and casualty insurance industry

Great communication with product, operations, and marketing teams

Ability to plan and implement sales calls and presentations to customers to include capturing business from competitors

Able to cover large geographical sales territory (overnight travel required)

Travel required, more than 50%

What would make us excited about you?

• Master of Business Administration (MBA)
• CPCU
• Analytical & Problem-Solving skills (working with agency and industry data)
• Sensitivity and ability to effectively deal with cross-cultural diversity
• Capability of managing managers and people from remote sites
• Proven leadership skills
• Interpersonal skills to manage conflict and negotiate vendor and cross functional issues
• Competency to identify project scope and impact of strategies, tactics and decisions on overall business
• Actively shapes our company culture (e.g., supporting employee resource groups, mentoring employees, volunteering, joining cross-functional projects)
• Champions our cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.)
• Demonstrates a company ownership mindset, thinking beyond boundaries of their own area
• Travels as needed for role, including divisional / team meetings and other in-person meetings
• Fulfills business needs, which may include investing extra time, helping other teams, etc.

Why Choose a Career at CSAA IG?

At CSAA IG, we are a mission-driven organization proudly committed to empowering our members, our employees, and our communities to thrive.

Benefits and Recognition

We offer a total compensation package, annual bonus eligibility for most roles, 401(k) with a company match, and so much more!

Read more about what we offer and what it is like to be a part of our dynamic team at https://careers.csaainsurance.aaa.com/us/en/benefits.

Career Growth

We believe in growth for everyone. Here at CSAA IG, leaders and mentors partner with employees to align interests, unlock development opportunities, and support long‑term success.

Flexible Workplace

We embrace a remote-first culture through our Flexible Workplace. Most employees hold Home-Flex roles, working primarily from home, often with the flexibility to work from various locations including CSAA offices. Our flexible workplace empowers you to balance remote work with intentional in‑person moments that deepen connection and collaboration.

Inclusion and Belonging

An inclusive and welcoming workplace is the cornerstone of our success. By fostering an environment where people feel valued and heard, we deepen our ability to understand and meet the unique needs of our members. This strengthens innovation and enhances our products and services, giving us a competitive edge in the market.

Sustainability

As climate change leads to more frequent and severe weather events, we are taking bold action to build more resilient communities and reduce our environmental impact.

Equal Opportunity

CSAA Insurance Group is an equal opportunity employer.

Visa Sponsorship and Work Authorization

CSAA does not provide visa sponsorship for this role. Applicants must have authorization to work indefinitely in the US. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Company Overview

CSAA Insurance Group offers automobile, home and other personal lines of insurance to AAA Members in 23 states and the District of Columbia. Founded in 1914, the company has been rated "A" or better by AM Best for more than 90 years and, with over $8 billion in revenue, is one of the top personal lines property casualty insurance groups in the United States. Guided by care for people and communities, we cultivate an inclusive and flexible culture that strengthens connection, supports belonging, and empowers employees to make a meaningful difference for those we serve.

Enduring Purpose

We help our members and communities prevent, prepare for and recover from life's uncertainties with care and compassion. As a member‑owned insurance company, our enduring purpose inspires us to be a voice for industry change, continually delivering AAA members peace of mind, providing employees the chance to do work that makes a real difference.

For more information on CSAA, please visit www.csaa-insurance.aaa.com Careers at CSAA Insurance Group A career at CSAA is built one development opportunity at a time, driven by your interests and by leaders who invest in you. Through mentoring, leadership programs, tuition support and hands‑on experiences, you can build a purpose‑driven path with meaningful impact. We prioritize human connection for the AAA members and commercial partners we serve and the employees who bring our shared mission to life. We build a culture of inclusion and belonging that supports community for all. We prioritize people over places, creating a flexible workplace where 95% of employees work remotely and gather in‑person for moments that matter. We take responsibility for the world around us by serving our communities and supporting meaningful action to build a sustainable future.

For more information on life at CSAA, please visit https://careers.csaa-insurance.aaa.com/us/en/