Territory Sales Manager

Role Overview

• Territory Development: Execute a comprehensive sales strategy to achieve and exceed monthly New Business and Written Premium targets within the Arizona market.
• New Appointment Strategy: Identify, vet, and appoint high-potential agencies to expand the distribution network in alignment with company underwriting standards.
• Agency Consultation: Act as a strategic partner to independent agencies, providing in-person training, sales materials, and support to maximize production and retention.
• Prepare and present sales materials that support agent understanding of pricing, program differences, rating tools, and competitive advantages
• Maintain a structured travel plan to maximize agency coverage and follow-up, based on geographic strategy and production potential.
• Reporting & Communication: Maintain detailed records of agency interactions in the CRM. Provide consistent feedback to management regarding sales progress and forecasts.
• Platform Integration: Lead agent training for the Apex core policy system and comparative rating platforms (e.g., TurboRater) to ensure seamless workflow.
• Market Intelligence: Monitor the Arizona competitive landscape. Provide actionable insights to leadership regarding competitor rate changes, product shifts, and emerging trends.
• Represent the company at industry events, conferences, and association meetings; engage with prospects and build territory presence.
• Portfolio Health: Use company dashboards and CRM tools to monitor agent quoting behavior, bind rates, loss ratios, and retention to ensure a profitable book of business.
• Actively monitor agent quoting behavior and bind rates using company-provided reports and dashboards; follow up with coaching and support.
• Ensure all activities are conducted in compliance with regulatory requirements and company guidelines.

Requirements

• Experience: 3–5 years of proven success in insurance territory management or field sales, specifically within the Arizona Non-Standard Auto/Specialty P&C market.
• Education & Licensing: Bachelor’s degree preferred (High School Diploma/GED required). An active Arizona Property & Casualty Insurance License is highly recommended.
• Technical Proficiency: Advanced knowledge Microsoft Outlook, Power point, Excel, and CRM tools mileage tracking applications (e.g., MileIQ).
• Industry Knowledge: Deep understanding of non-standard auto insurance practices, terminology, and underwriting guidelines.
• Communication: Exceptional public speaking and negotiation skills; ability to communicate complex value propositions to diverse audiences.
• Language: Bilingual (English/Spanish) proficiency is preferred.

Benefits

• Medical, Dental, Vision, HSA, PTO, 401k, and Company Observed Holidays
• Company vehicle included