Commercial Property and Casualty Inside Territory Manager

Role Overview

• Serve as the main point of contact for the territory’s distribution partners, create valuable connections, and build trusted relationships.
• Manage all aspects of day-to-day customer success and sales activities in the assigned territory.
• Position the company as a lead carrier for focus niches.
• Be a subject matter expert for company’s products and services.
• Provide proactive outreach to distribution partners to promote GuideOne.
• Review and professionally handle inquiries from distribution partners with a commitment and focus on timeliness, quality, and efficiency.
• Utilize performance and key risk reporting tools like CRM software to manage assigned territory and share performance trends with distribution partners.
• Drive financial performance of assigned territory exceeding premium and profitability goals.
• Monitor and manage submission levels, hit and loss ratios.
• Conduct regular performance reviews with key distribution partners focusing on new and renewal business and profitability performance.
• Perform annual sales planning and engagement segmentation to designate how you will work with and focus on each distribution partner in the assigned territory.
• Conduct assigned territory reviews with manager and assigned underwriters, focusing on new and renewal business and profitability performance.
• Stay current on competition, underwriting environment, and market conditions.
• Make recommendations for distribution appointments and cancellations.
• Focus on underperforming distribution partners and put in place performance improvement plan of action.
• Support underwriting in the evaluation and review of submissions within our appetite, share market intelligence, and adhere to underwriting guidelines.
• Negotiate pricing, terms & conditions, and deal structures with distribution partners maintaining the quality of the risk and pricing as needed.
• Provide administrative support and aid to assigned underwriters and distribution partners for resolution of issues.
• Collaborate with assigned underwriters on pipeline management.
• Work together with assigned underwriters to find appropriate solutions and promote our products and services.

Requirements

• Bachelor’s Degree or equivalent education/work experience.
• Professional designations (CIC, CPCU, ARM, P&C Producers License) highly desired.
• Minimum of three (3) years of commercial insurance customer service, account management, or sales experience.
• Strong relationship management capabilities in support of distribution partnerships.
• Demonstrable expertise with a variety of customer service, account management and sales concepts, practices, and procedures in commercial insurance.
• Experience in working with underwriting personnel and distribution.
• Excellent listening and presentation skills via phone and video conference.
• Knowledge of commercial insurance – preferably in the non-profit human services/education, religious institutions, and small business niches.
• Established record of meeting new and renewal business and profitability goals.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Talented at making connections and partnerships focusing on creating great distribution partner experiences.
• Well-versed in distribution management and detailed knowledge of distribution partnerships.
• Ability to create connections, communicate clearly, and persuasively with decision makers.
• Strong negotiation and conflict management skills.
• Ability to negotiate best position and manage through conflicting priorities.
• Experience with Outlook, Excel, Word, Tableau, and PowerPoint.
• Must be able to interpret sales reports, spreadsheets, and budgets.
• Knowledgeable in analysis and presentation of data.
• Good degree of self-motivation, organizational and time management skills.
• Strong customer service skills.
• Experience with CRM programs.

Tech Stack

• Tableau

Benefits

• Competitive base salary plus incentive plans for eligible team members
• 401(K) retirement plan that includes a company match of up to 6% of your eligible salary
• Free basic life and AD&D, long-term disability and short-term disability insurance
• Medical, dental and vision plans to meet your unique healthcare needs
• Wellness incentives
• Generous time off program that includes personal, holiday and volunteer paid time off
• Flexible work schedules and hybrid/remote options for eligible positions
• Educational assistance