Territory Manager - Personal Lines (Upstate NY)
Core
Drive profitability and top-line growth for personal lines distribution partners in Upstate New York by managing relationships, leading new business transfers, and monitoring portfolio data.
Role type
Territory Manager (Sales/Account Management)
Builds
Personal lines insurance business for agency partners
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
carrier-side sales management, independent agency distribution channel expertise, leading through influence, data and analytics utilization, portfolio management, annual planning and accountability
Preferred skills
property casualty or financial services experience, Salesforce proficiency
Technologies
Salesforce, Seismic
Responsibilities
Identify and implement actions to achieve territory goals; lead new business and transfer processes; leverage tools to increase operational efficiency; gather distribution partner feedback; collaborate with claims and servicing teams; complete annual planning and document agreements; lead portfolio management meetings to drive profitability.
Seniority
Mid-Senior, hands-on IC