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Territory Manager
Southern Trust Insurance Company. Manage all aspects of development, growth and profitability for the assigned territory in partnership with Southern Trust’s independent agents .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Property and Casualty Insurance Marketing, with a strong focus on agency management, sales strategy development, and relationship building. Proficient in utilizing Office 365 tools to enhance communication and reporting within a fast-paced, customer-focused environment.
Highest-signal resume keywords
Property And Casualty Insurance MarketingAgency ManagementSales Strategy DevelopmentInterpersonal And Communication SkillsInsurance-Related Designations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales PlanningProfit And Loss ManagementMarket Share AnalysisComprehensive Sales ReportingTraining And Development
Soft Skills
Team PlayerAction-OrientedConcern For QualityAdaptabilityProfessional Interaction
Tools & Technologies
Office 365Microsoft WordMicrosoft Excel
Certifications & Qualifications
CICCPCUCRMAU
Industry Keywords
Agency DevelopmentIndependent AgentsContinuing EducationCustomer-Focused EnvironmentBusiness Conventions
About the role
Key responsibilities & impact- Manage all aspects of development, growth and profitability for the assigned territory in partnership with Southern Trust’s independent agents
- Manage, develop and retain agencies; prospect for new agencies; and manage profit, losses and expenses for assigned agents
- Construct detailed sales outlines and comprehensive sales plans for independent agencies, emphasizing production and profitability
- Communicate areas of emphasis and improvement to agency principals, managers, agents and producers
- Present agencies for appointment based on profitable volume and fit with Southern Trust’s agent profile
- Review agencies for improvement or potential termination based on volume, unprofitable production or sustained viability
- Identify and train new agents and CSRs on products and services
- Coordinate agency events, CSR or agency luncheons and agent appreciation events
- Participate in face-to-face opportunities with agents
- Represent Southern Trust at business conventions and conferences
- Communicate with Personal Lines and Commercial Lines team members
- Complete comprehensive sales reports
- Study carrier and agency competitiveness by city, county and state to determine adequate market share
- Identify programs and obtain product information from other carriers to assess competitive advantages and disadvantages
- Manage and communicate agency problems with Home Office departments
- Attend scheduled conference calls, meetings and trainings
- Coordinate Underwriter agency visits
- Prepare weekly itineraries for agency visits addressing production, loss ratio, submission quality, activity and agency concerns
- Assist in planning Continuing Education events
- Perform other assigned duties
Requirements
What you’ll need- Property and Casualty Insurance Marketing experience required (5+ years)
- Working knowledge of Office 365, Microsoft Word, and Microsoft Excel recommended
- Must have a valid driver's license and an acceptable motor vehicle record to operate a corporate vehicle
- Regular and predictable attendance
- Excellent interpersonal and communication skills
- Hold or be actively pursuing any insurance-related designations (ex: CIC, CPCU, CRM, AU, etc.)
- Highest degree of honesty and integrity
- Puts the success of the company ahead of personal success—team player
- Results, action-oriented
- Shows concern for quality in their work and practices continuous improvement
- Interacts professionally, appropriately and courteously with customers, other outside parties and co-workers
- Adapts to on-going change and works in a fast-paced, customer-focused environment
- Adheres to established company standards
- Works effectively with tight deadlines
- Safely drive an automobile and travel weekly to meet agents
- Occasionally travel to the home office for meetings and company functions
- Occasionally lift and/or move up to 25 pounds
Benefits
Comp & perks- Performance-based incentives
- 401(k) company match up to 6% eligible upon hire
- Medical, dental & vision, including company paid Life insurance and long-term disability
- Health care flexible spending accounts
- Paid time off
- Parental & family leave; military leave & pay
- Employee Referral Incentive
- Career Development & Continuing Education Assistance