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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Territory Sales Management and Consultative Selling within the insurance industry, focusing on relationship building and strategic collaboration to drive profitable growth and market share. Proficient in managing independent agency channels and utilizing CRM software for sales activity tracking and market intelligence.
Highest-signal resume keywords
Territory Sales ManagementConsultative SellingRelationship BuildingStrategic CollaborationInsurance Product Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Tools & Technologies
CRM SoftwareComparative Rating Platforms
Industry Keywords
Independent Agency ChannelMarket IntelligenceNational Industry AssociationsAgency EngagementKPI Goals
About the role
Key responsibilities & impact- Consistently exceed new business production, direct written premium, loss ratio, and other annual KPI goals
- Manage agents in an assigned market to increase company market share through profitable growth
- Collaborate with Product, Pricing, and Operations on stakeholder and risk analysis
- Develop and maintain the new agency appointment pipeline
- Support National Accounts and Alternative Distribution Initiatives at the local market level
- Coach new Territory Sales Managers
- Serve as key liaison to independent agencies and industry associations
- Be field-facing 4 days per week and maintain sales activity, client interaction, and follow-up records in CRM software
- Assist independent agents with short- and long-term strategic business plans and recommend adjustments
- Position and promote National General Insurance products to independent agency partners
- Deliver the market’s annual execution plan for growth, profitability, agency engagement, and new appointments
- Gather market intelligence and promote or position products and market enhancements
- Manage product and user integration with industry technology and comparative rating platforms
- Use production data and reporting to identify trends, opportunities, agency performance, and training or skill gaps
- Increase quote and issuance flow beyond filed and implemented rate and underwriting trends
Requirements
What you’ll need- Candidates must reside in the greater Bay Area (San Jose, San Francisco, Vallejo, Salinas)
- 3 or more years of experience (Preferred)
- Must possess authorization to work in the United States
- Must have a dedicated, private workspace free from distractions
- Reliable internet with minimum speeds of 50 MB download and 5 MB upload
- Knowledge of the independent agency channel, industry competitors, major brokers, and national industry associations
- Strong knowledge of insurance products and the independent agency channel
- Consultative Selling
- Relationship Building
- Strategic Collaboration
- Territory Sales Management
Benefits
Comp & perks- Performance-based incentives
- Laptop, monitors, headset, keyboard, and mouse
- Monthly connectivity reimbursement for internet costs
- Work-from-home arrangement
