Virtual Territory Manager

Delos Insurance Solutions

. Build and maintain relationships with assigned independent insurance agencies through virtual meetings, calls, and outreach .

Posted 10/20/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in relationship management with independent insurance agencies, focusing on onboarding, training, and performance analysis to drive agency success. Proficient in delivering virtual training and support while utilizing CRM systems to maintain accurate records and metrics.

Highest-signal resume keywords

Agency Relationship ManagementOnboarding And TrainingPerformance Data AnalysisVirtual Training DeliveryCRM Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

OnboardingTrainingPerformance AnalysisRelationship ManagementSales Processes

Soft Skills

Strong Communication SkillsOrganizational SkillsSelf-MotivatedCollaborativeSolutions-Oriented

Tools & Technologies

Google WorkspaceMicrosoft ExcelCRM SystemsHubSpot

Industry Keywords

Independent Insurance AgenciesAgency SatisfactionAgency RetentionVirtual EnvironmentAgency Production

About the role

Key responsibilities & impact

Build and maintain relationships with assigned independent insurance agencies through virtual meetings, calls, and outreach
Partner with the Enterprise Relationship Lead to support agency growth and strategic initiatives
Serve as the primary point of contact for agency questions, concerns, and ongoing support
Collaborate with underwriting, operations, and sales teams to resolve issues and improve the agency experience
Provide responsive service to support agency satisfaction and retention
Vet, onboard, and support newly appointed agents
Lead virtual training sessions on Delos products, systems, and underwriting guidelines
Create and manage onboarding plans to help agents become productive quickly
Ensure smooth transition of newly onboarded agencies to the Territory Manager
Provide ongoing training and resources to help agencies succeed
Monitor agency production and engagement to identify growth opportunities
Use performance data to identify challenges, recommend solutions, and improve results
Provide guidance and coaching to increase agency production
Maintain accurate agency records, activities, and performance metrics in the CRM
Follow established onboarding and sales processes for consistency and efficiency

Requirements

What you’ll need

3+ years of experience working with independent insurance agencies in a relationship management, account management, or sales role
Experience onboarding, training, or supporting insurance agents preferred
Proven success managing agency relationships in a virtual environment
Experience collaborating with internal teams to support business goals
Ability to travel occasionally, as needed
Strong written and verbal communication skills
Ability to build relationships and deliver engaging virtual training sessions
Proficiency in Google Workspace, Microsoft Excel, and CRM systems (HubSpot preferred)
Ability to analyze performance data and identify opportunities for improvement
Strong organizational and time management skills
Self-motivated, proactive, and comfortable working independently in a remote environment
Collaborative, adaptable, and solutions-oriented
Ability to manage multiple priorities in a fast-paced environment

Benefits

Comp & perks

Competitive salary plus equity stock options
Unlimited PTO, sick leave, and company-observed holidays
Comprehensive medical, dental, vision, and life insurance, with Delos covering 75% of premiums, including dependent coverage
401(k) retirement savings plan
Professional development opportunities and tuition assistance