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P&C Insurance Territory Manager (Bilingual/Spanish)

Remote: 
Full Remote
Contract: 
Salary: 
19 - 19K yearly
Experience: 
Mid-level (2-5 years)

Offer summary

Qualifications:

Bachelor's degree or 5 years related experience, 2+ years in P&C insurance operations, Proficient in Microsoft Office and Salesforce, Proven track record in sales performance.

Key responsabilities:

  • Achieve territory volume and profit objectives
  • Manage relationships with independent agencies
  • Train appointed agencies on products and processes
  • Conduct agency visits to review performance

First Acceptance Insurance logo
First Acceptance Insurance Insurance SME https://www.firstacceptance.com/
501 - 1000 Employees
See all jobs

Job description

Summary

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

Essential Job Functions:

  • 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 and 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 the 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
  • Terminate agents for lack of production, unprofitable results, or other cause
  • 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

Desired Qualifications:

  • 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 analytic reports
  • A proven track record of consistently meeting sales and new business expectations, including achieving sales plan targets
  • Must possess effective 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

PHYSICAL DEMANDS:

The physical demands described here represent 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 do manual tasks, which may include using hands to finger and handling 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 must often lift and move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus. Other skills include breathing, protecting oneself, and possessing the capacity to learn, concentrate, think, and read. Frequently, the employee communicates and interacts with others while working.

#LI-REMOTE

To perform this job successfully, an individual must satisfactorily perform each essential duty. The requirements listed represent the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform basic functions.

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.

As a Team Member at First Acceptance Insurance Company, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers.

We are looking for team members that engage – who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a “make It right” mindset, and focus their energies on solving problems. This means you’ll be supported by a team with all these qualities, too. If this sounds like the kind of team you’d like to join, we want to hear from you!

 

First Acceptance Insurance Company offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program.

 

WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Relationship Management
  • Microsoft Office
  • Time Management
  • Communication
  • Adaptability

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