Virtual Territory Manager

Delos Insurance Solutions; San Francisco (CA); A distancia; USD 75.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Equity stock options

Unlimited PTO

Comprehensive health benefits

401(k) retirement savings

Professional development & tuition

Descripción de la vacante

Delos Insurance Solutions is seeking a Remote Virtual Territory Manager to build and sustain relationships with independent insurance agencies. The role emphasizes onboarding, training, and maintaining strong agency engagement through virtual means, with collaboration across underwriting, operations, and sales teams.

This remote position supports growth and satisfaction across agency partners. Ideal candidates have 3+ years in agency relationships or sales, proven virtual collaboration, and

Formación

• 3+ years of experience with independent insurance agencies in relationship/account management or sales.
• Experience onboarding, training, or supporting insurance agents preferred.
• Proven success managing agency relationships in a virtual environment.
• Ability to travel occasionally, as needed.

Responsabilidades

• Build and maintain strong relationships with assigned independent agencies through regular virtual meetings, calls, and outreach.
• Partner with the Enterprise Relationship Lead to support agency growth and strategic initiatives.
• Serve as a primary point of contact for agency questions, concerns, and ongoing support.
• Collaborate with underwriting, operations, and sales teams to resolve issues and improve the agency experience.
• Provide responsive, high-quality service to support agency satisfaction and retention.
• Vet, onboard, and support newly appointed agents.
• Lead virtual training sessions on Delos products, systems, and underwriting guidelines.
• Create and manage onboarding plans to help agents become productive quickly.
• Ensure a smooth transition of newly onboarded agencies to the Territory Manager.
• Provide ongoing training and resources to help agencies succeed.
• Monitor agency production and engagement to identify opportunities for growth.
• Use performance data to identify challenges, recommend solutions, and improve results.
• Provide guidance and coaching to help agencies increase production.
• Maintain accurate agency records, activities, and performance metrics in the CRM.
• Follow established onboarding and sales processes to ensure consistency and efficiency.

Conocimientos

Relationship management

Virtual training

Communication skills

CRM experience

Data analysis

Herramientas

HubSpot CRM

Google Workspace

Microsoft Excel

Descripción del empleo

About Delos Insurance Solutions
Delos Insurance Solutions is a tech-enabled MGA focused on underwriting complex homeowners risks, particularly in catastrophe-exposed regions. We combine proprietary risk models with a modern tech stack and deep insurance expertise. Backed by top-tier VCs, we’re growing rapidly and are looking for high-impact team members to help us scale.

Position Overview

The Virtual Territory Manager is responsible for building and maintaining strong relationships with assigned independent insurance agencies. This remote position focuses on onboarding and training new agents, supporting agency engagement, and driving production growth primarily through virtual interactions.

In this role, you will serve as a key point of contact for agency partners, ensuring a smooth onboarding experience, providing ongoing support, and helping agencies succeed with Delos. You will also collaborate with internal teams to strengthen agency relationships and improve overall performance.

Key Responsibilities

Agency Relationship Management

• Build and maintain strong relationships with assigned independent agencies through regular virtual meetings, calls, and outreach.
• Partner with the Enterprise Relationship Lead to support agency growth and strategic initiatives.
• Serve as a primary point of contact for agency questions, concerns, and ongoing support.
• Collaborate with underwriting, operations, and sales teams to resolve issues and improve the agency experience.
• Provide responsive, high-quality service to support agency satisfaction and retention.

Agent Onboarding and Training

• Vet, onboard, and support newly appointed agents.
• Lead virtual training sessions on Delos products, systems, and underwriting guidelines.
• Create and manage onboarding plans to help agents become productive quickly.
• Ensure a smooth transition of newly onboarded agencies to the Territory Manager.
• Provide ongoing training and resources to help agencies succeed.

Agency Performance and Growth

• Monitor agency production and engagement to identify opportunities for growth.
• Use performance data to identify challenges, recommend solutions, and improve results.
• Provide guidance and coaching to help agencies increase production.
• Maintain accurate agency records, activities, and performance metrics in the CRM.
• Follow established onboarding and sales processes to ensure consistency and efficiency.

Qualifications

Experience

• 3+ years of experience working with independent insurance agencies in a relationship management, account management, or sales role.
• Experience onboarding, training, or supporting insurance agents preferred.
• Proven success managing agency relationships in a virtual environment.
• Experience collaborating with internal teams to support business goals.
• Ability to travel occasionally, as needed.

Skills and Abilities

• Strong written and verbal communication skills.
• Ability to build relationships and deliver engaging virtual training sessions.
• Proficiency in Google Workspace, Microsoft Excel, and CRM systems (HubSpot preferred).
• Ability to analyze performance data and identify opportunities for improvement.
• Strong organizational and time management skills.
• Self-motivated, proactive, and comfortable working independently in a remote environment.
• Collaborative, adaptable, and solutions-oriented.
• Ability to manage multiple priorities in a fast-paced environment.

Compensation and Benefits

• Competitive salary plus equity stock options.
• Unlimited PTO, sick leave, and company-observed holidays.
• Comprehensive medical, dental, vision, and life insurance, with Delos covering 75% of premiums, including dependent coverage.
• 401(k) retirement savings plan.
• Professional development opportunities and tuition assistance.

The pay range for this role is:

75,000 - 85,000 USD per year (San Francisco, CA)