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Territory Manager, Northern California (P&C Insurance)

Role overview

Qualifications

  • 7+ years of sales and account management experience (in an MGA, carrier, or agency environment preferred)
  • Existing agency relationships in assigned territory
  • Bachelor’s degree or equivalent experience preferred
  • Excellent communication and organizational skills

Responsibilities

  • Manage and grow an assigned agent base across Northern California
  • Act as a trusted advisor and develop growth strategies with agents
  • Promote the Swyfft brand and cultivate relationships at conferences and events
  • Track all agent activity in HubSpot CRM system

Key facts

Hard skills

Other skills

  • Sales
  • Relationship Building
  • Relationship Management
  • Multitasking
  • Organizational Skills
  • Communication
  • Detail Oriented
  • Teamwork

About the company

Swyfft logo

Swyfft

Insurance

Swyfft (https://www.swyfft.com) aims to disrupt the insurance industry by using unique data and analytics to improve the user experience without sacrificing underwriting integrity.

Company details

Company typeSME
IndustryInsurance
Company size51 - 200

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Job description

At Swyfft, we're reshaping the way home insurance, flood insurance and commercial package products are priced and bound. We've created an insurance experience that's smart, instant, and designed to deliver unparalleled customer service.

Our focus on lightning-fast quotes and seamless claims servicing is powered by cutting-edge technology and an Agent and Customer-centric approach that sets us apart in the industry.

Joining Swyfft means becoming part of a dynamic team of forward-thinkers who thrive on moving fast and delivering exceptional products. We pride ourselves on fostering an environment where creativity and positive energy thrive.

As we continue to grow and expand, we're on the lookout for experienced professionals like you to join us in transforming the insurance landscape. If you're passionate about leveraging technology to provide the best customer service experience and are ready to be a part of our journey, we welcome you to explore opportunities at Swyfft!

*This position is a 100% remote U.S. based opportunity. You will be responsible for managing a territory in Northern California.

Travel for day-to-day work, conferences, trade shows, team meetings, and training will be required.

About the Position:

Our sales team is growing! We have a new opportunity for a Territory Sales Manager, based in Northern California for our E&S Commercial and Flood products. This is an exciting, fast-paced position for someone who understands how to grow existing agent relationships and cultivate new through cold calling, cold emailing, and industry events. We’re looking for someone with a rolodex of property and small commercial agents in California.

Key Responsibilities: (What you'll be asked to do)

  • Manage and grow an assigned agent base across Northern California by acting as a trusted advisor, understanding agents’ business needs, identifying opportunities for growth, and determining how Swyfft can best support their success.
  • Manage assigned agent relationships through in-person visits, virtual meetings, and calls to develop growth strategies and discuss production expectations.
  • Act as a resource for our agents by answering inquiries or questions about Swyfft products and services.
  • Assist with the facilitation of agent training and education webinars.
  • Promote the Swyfft brand and cultivate relationships at conferences, events, and trade shows.
  • Stay up to date on emerging industry trends, competitor activity, and market conditions to inform sales strategies.
  • Track all agent activity, including contacts, communications, revenue potential, and updates in our HubSpot CRM system.

The Successful Candidate: (What we're looking for)

  • You’re an experienced relationship builder who can overcome any objection that comes your way.
  • Both internal (your peers) and external clients commend your excellent communication and follow-up skills.
  • You're self-motivated, show initiative, and understand what it means to get the job done.
  • Excellent organizational skills, attention to detail, and ability to multitask.
  • Ability to work independently or in a team-oriented environment.

Some Requirements:

  • 7+ years of sales and account management experience (in an MGA, carrier, or agency environment preferred).
  • You have existing agency relationships in your assigned territory.

Education:

  • Bachelor’s degree or equivalent experience is preferred.

Computer Skills:

  • We’re an MS Office environment.
  • Experience using video and chat technology (MSTeams & Slack)

Other:

  • Reliable high-speed internet connectivity required.
  • Designated quiet work from home space.

Compensation for this position will vary based on skills, qualifications, and experience. Base compensation does not include bonuses or other incentives that the company may choose to pay at its sole discretion.

In addition to base compensation Swyfft offers a comprehensive benefit package.

We Have a Great Benefits Package!

  • Medical, Dental, and Vision
  • Short- and Long-Term Disability (Company Paid)
  • Voluntary Long-Term Disability
  • Employee Life & AD&D (Company Paid)
  • Voluntary Employee, Spouse, and Child Life & AD&D
  • Healthcare, Dependent Care and Transit FSA, and Healthcare Savings Account (HSA)
  • 401K with a generous matching contribution and no vesting schedule 
  • 20 days of PTO annually (prorated based on hire date)
  • Company Paid Holidays and 2 “Choose Your Own Holidays”

It is the policy of Swyfft to provide equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, ethnic origin, gender, gender identity, age, marital status, veteran status, sexual orientation, disability, or any other basis prohibited by applicable federal, state, or local law. EOE/AA/M/D/V/F.

If you require accommodations during the application or interview, please contact Human Resources at hr@swyfft.com, and we will make every effort to accommodate your needs.

Please Note: Swyfft Holdings, LLC is not accepting 3rd party agency resumes for this position, please do not forward resumes to our careers email address or Swyfft Holdings, LLC employees. Swyfft Holdings, LLC will not be responsible for any fees related to unsolicited resumes.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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