Territory Manager, Northern California – P&C Insurance

Swyfft

. Manage and grow an assigned agent base across Northern California .

Posted 10/6/2026full-timeRemote • California • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in sales and account management, with a strong focus on agent relationship development and growth strategy implementation. Proficient in utilizing CRM tools and communication technologies to enhance agent engagement and track performance metrics.

Highest-signal resume keywords

Sales And Account Management ExperienceAgent Relationship ManagementGrowth Strategy DevelopmentHubSpot CRM ProficiencyExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales ManagementAccount ManagementGrowth StrategyAgent TrainingMarket Analysis

Soft Skills

Self-MotivatedExcellent Organizational SkillsAttention To DetailMultitasking AbilityTeam Collaboration

Tools & Technologies

MS OfficeHubSpot CRMMS TeamsSlackVideo Conferencing Technology

Industry Keywords

MGACarrierAgency EnvironmentAgent Base ManagementIndustry Trends

About the role

Key responsibilities & impact

Manage and grow an assigned agent base across Northern California
Act as a trusted advisor by understanding agents’ business needs and identifying growth opportunities
Manage agent relationships through in-person visits, virtual meetings, and calls
Develop growth strategies and discuss production expectations
Answer agent inquiries about Swyfft products and services
Assist with agent training and education webinars
Promote the Swyfft brand at conferences, events, and trade shows
Stay current on industry trends, competitor activity, and market conditions
Track agent contacts, communications, revenue potential, and updates in HubSpot CRM

Requirements

What you’ll need

7+ years of sales and account management experience (in an MGA, carrier, or agency environment preferred)
Existing agency relationships in the assigned territory
Excellent communication and follow-up skills
Self-motivated, with initiative and ability to get the job done
Excellent organizational skills and attention to detail
Ability to multitask
Ability to work independently or in a team-oriented environment
Bachelor’s degree or equivalent experience is preferred
Proficiency in MS Office
Experience using video and chat technology (MS Teams & Slack)
Reliable high-speed internet connectivity
Designated quiet work-from-home space

Benefits

Comp & perks

Medical, Dental, and Vision
Short- and Long-Term Disability (Company Paid)
Voluntary Long-Term Disability
Employee Life & AD&D (Company Paid)
Voluntary Employee, Spouse, and Child Life & AD&D
Healthcare, Dependent Care and Transit FSA, and Healthcare Savings Account (HSA)
401K with a generous matching contribution and no vesting schedule
20 days of PTO annually (prorated based on hire date)
Company Paid Holidays
2 “Choose Your Own Holidays”