Territory Manager - Small Business, Northern California

Territory Manager - Small Business, Northern California

The Territory Manager's responsibilities include presenting our products and services to our existing and prospective agency force, identifying specific consumer characteristics, and recommending ways to promote and sell our products. To be successful in this role, you should have excellent communication skills and be highly motivated to meet or exceed new business submission, quotation, profitability, and production goals for your assigned territory.

Ultimately, this position will help us grow our customer base and establish our reputation in your assigned region, as well as the underwriting of profitable small business accounts online. Superior time management, sales acumen, problem solving, and organization is required of this individual to successfully accomplish these goals.

This is a fully remote opportunity handling a territory that includes Northern CA.

Responsibilities :

Territory Management / Sales and Marketing (50%)

• Call on prospective agencies, investigate to determine acceptability, and appoint new agencies that are aligned with our agency management plan.
• Collaborate with sales representatives from different territories to share best practices and support a cohesive sales approach.
• Manage and further develop existing agency relationships in conjunction with branch marketing and UW representatives.
• Identify high impact opportunities in market (tradeshows, events, Agency trainings) to sponsor and / or attend for networking and Small Business general promotion.
• Ensure agents remain educated on the UFG Pro-Quote portal, ongoing enhancements, and added lines of business.
• Facilitate trainings, webinars, and meetings tailored to agency needs and small business opportunity for assigned territory.
• Set annual goals with agents as outlined by the Director of Sales & Marketing to promote growth in individual agencies as well as managing all agencies in the territory.
• Manage territory towards established profitability, loss ratio and premium targets.
• Develop agency profiles on each agent and learn as much about the agency as possible.
• Identify opportunities to grow existing agency performance and manage monthly action plan to support the achievement of desired agency goals.
• Coordinate Agency meetings and promote new products and initiatives to influence agency and producer level action and strengthen relationships.
• Provide feedback to management on what is happening in the marketplace, agencies and competition.
• Analyze sales and marketing data to determine the most effective sales and marketing techniques.
• Regularly evaluate territory performance, presenting to leadership weekly, monthly, quarterly, and annually.
• Regular collaboration with branch UW and Marketing teams ensuring streamlined communications with agents, exploring opportunities identified by branch teams.
• Promote agency opt in of our Service Center.
• Partner with corporate marketing to drive localized brand awareness campaigns and agency level.
• Respond to feedback and potential barriers to entry.

Underwriting Expertise (20%)

Change Management, Internal Subject Matter Expert (SME) (30%)

Qualifications : Education :

Experience :

Knowledge, skills & abilities :

Working Conditions :

Disclaimer :

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and skills required. Additional task and requirements may be assigned, as necessitated by business need. UFG retains the right to modify the description of this job at any time.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.