Territory Sales Manager - Orange County California

Aspire General Insurance; Rancho Cucamonga (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

Paid Time Off

Company observed Holidays

Job summary

A leading insurance provider in California seeks a Strategic Account Manager with a background in specialty auto insurance. This role involves managing relationships with independent agencies, executing sales strategies, and developing regional growth plans. Candidates should have at least five years of experience in account management, a solid understanding of industry standards, and excellent communication skills. Responsibilities also include ensuring compliance, resolving agency issues, and owning production results in the territory.

Qualifications

• Minimum of five years of experience in field representation or account management in the insurance sector.
• Established knowledge and relationships with Specialty Auto independent agency owners.
• Proficiency in Microsoft Office applications, especially Excel.

Responsibilities

• Manage a portfolio of assigned agencies and accounts to drive profitable policy growth.
• Execute marketing, sales, and distribution strategies with defined targets.
• Develop regional growth strategies to meet company objectives.
• Ensure compliance with insurance industry standards and regulations.
• Build strong relationships with agency partners to resolve issues effectively.
• Own production and growth accountability within the assigned territory.

Skills

Strong understanding of insurance terminology

Sales skills

Verbal and written communication

Negotiation skills

Ability to manage multiple tasks

Education

High School diploma or GED (college degree preferred)

Tools

Microsoft Office

Job description

About The Role

• Company vehicle included!
• This role must be performed in Southern California area
• This role may include an additional annual bonus based on individual and organizational performance
• Under the direction of the CRO and/or Director of Distribution performs the essential functions of the position, which includes but is not limited to duties as described below

What You’ll Do

• Strategic Account Management: Strategically manage a portfolio of assigned agencies and accounts in alignment with the company’s business plan, growth objectives, and underwriting appetite. Analyze agency activity and premium under management to identify opportunities for profitable policy and premium growth. Apply data‑driven insights to prioritize efforts, develop tactical account plans, and optimize performance across Specialty Auto lines.
• Execution of Marketing and Sales Strategies: Execute company marketing, sales, and distribution strategies with clearly defined quantitative targets. Implement special zone or departmental initiatives as assigned, independently or in collaboration with cross‑functional partners. Promote the company’s overall value proposition and product offerings to drive new business production, retention, and sustainable growth.
• Regional Growth Strategy Development and Oversight: Develop, communicate, and monitor regional growth strategies and goals that align with company objectives. Translate high‑level strategies into actionable plans, establish performance metrics, and routinely measure outcomes to ensure objectives are met or exceeded. Adjust tactics as needed based on market conditions, agency performance, and competitive activity.
• Industry Knowledge and Compliance Expertise: Maintain a comprehensive understanding of insurance industry practices, standards, regulations, and competitive dynamics. Apply this knowledge to ensure effective territory management, inform strategic recommendations, and support agents with compliant, market‑appropriate solutions.
• Territory and Travel Management: Manage sales activities across assigned territory and additional designated regions, with business travel determined by organizational needs. Effectively plan and prioritize travel to maximize agency engagement, market visibility, and territory performance.
• Agency Relationship Management and Issue Resolution: Build and maintain close, consultative relationships with agency partners through regular in‑person visits, agency meetings, and participation in professional and industry‑related activities. Proactively resolve agency issues by coordinating with internal service, underwriting, licensing, and product teams, ensuring timely and effective solutions that support agency success and strengthen partnerships.
• Profitability Management for Brokers and Agencies: Establish, monitor, and manage profitability goals for assigned brokers and agencies. Evaluate performance against key metrics, provide guidance and recommendations to improve results, and ensure growth aligns with company profitability and risk management objectives.
• Production and Growth Accountability: Own overall production results within the assigned territory, with full accountability for meeting or exceeding annual company growth and performance goals. Develop tactical plans to drive production, measure results, and continuously refine strategies based on performance data and market trends.
• Sales Reporting and Leadership Communication: Provide consistent, accurate, and effective communication to management regarding sales performance, forecasts, pipeline activity, and results. Deliver actionable insights and recommendations that support informed decision‑making and strategic planning.
• Market and Competitive Analysis: Maintain and enhance ongoing market analysis to define total market opportunity, company market share, competitor market share, and available market by product line. Routinely capture and update information related to agency segmentation, competitor activity, and market dynamics, ensuring accurate and current data is available for strategic use within Independent Distribution.
• Industry Insight and Continuous Improvement: Identify, analyze, and communicate significant industry changes, competitor practices, and emerging trends. Make informed recommendations regarding best practices, process improvements, and continuous improvement initiatives that enhance sales effectiveness, agency experience, and overall company performance.

Requirements

• Education: High School diploma or GED required; college degree preferred.
• Experience: Minimum of five (5) years of experience as a Field Representative or Account Manager working with independent agents and brokers in the specialty auto property and casualty insurance industry. Established knowledge of, and relationships with, Specialty Auto independent agency owners and relevant trade associations within the state. Demonstrated ability to manage increasing levels of responsibility and territory complexity.
• Insurance Knowledge: Strong understanding of insurance terminology, concepts, and coverage, with emphasis on specialty auto products. Ability to read, analyze, and interpret industry publications, technical procedures, and governmental regulations. Consistent adherence to company policies, procedures, and regulatory standards.
• Sales, Communication, and Professional Representation: Acts as a representative and ambassador of the company, serving as the primary face of the organization within the assigned territory. Consistently providing excellent customer service. Demonstrates a professional presence at all times, including being well groomed and dressed in appropriate business attire. Strong verbal and written communication skills, with the ability to clearly explain complex concepts and interpret detailed information. Ability to effectively communicate with all levels of an organization, including agency staff, owners, vendors, executives, and internal leadership. Demonstrated ability to adapt communication style to suit different audiences, situations, and business needs. Proven negotiation skills to support profitable growth and strong agency partnerships. Ability to solve practical problems, analyze concrete variables, and interpret instructions provided in written, oral, diagrammatic, or schedule formats. Ability to effectively set priorities, manage multiple tasks, and meet deadlines in a fast‑paced, field‑based environment.
• Technology and Work Environment: Proficiency with Microsoft Office applications, including Excel, and ability to use internet‑based tools. Ability to adapt to new software, evolving technology, and a paperless work environment. Ability to apply technology to efficiently manage accounts, travel, and reporting responsibilities.
• Other Requirements: Valid driver’s license required. Must reside within the assigned territory. Must maintain a designated remote workstation that ensures privacy and supports confidential business activities.

Benefits: Medical, Dental, Vision, HSA*, PTO, 401k, Company observed Holidays

Individuals seeking employment at Aspire General Insurance Services LLC are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation in accordance with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Compensation may vary based on several factors, including candidate’s individual skills, relevant work experience, location, etc.