Territory Manager – Southern California, P&C Insurance

Swyfft

. Manage and grow an assigned agent base across Southern 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 building and maintaining agent relationships. Proficient in developing growth strategies and utilizing CRM tools to track performance and market trends.

Highest-signal resume keywords

Sales And Account Management ExperienceExisting Agency RelationshipsExcellent Communication SkillsProficiency In MS OfficeExperience With Video And Chat Technology

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 Strategy DevelopmentAgent Training And EducationMarket Trend AnalysisCRM ManagementMultitasking

Soft Skills

Self-MotivatedExcellent Organizational SkillsAttention To DetailInitiativeTeam Collaboration

Tools & Technologies

HubSpot CRMMS OfficeMSTeamsSlack

Industry Keywords

MGACarrierAgency EnvironmentAgent Base ManagementRemote Work

About the role

Key responsibilities & impact

Manage and grow an assigned agent base across Southern California
Act as a trusted advisor by understanding agents’ business needs, identifying growth opportunities, and determining how Swyfft can support their success
Manage agent relationships through in-person visits, virtual meetings, and calls
Develop growth strategies and discuss production expectations
Answer agent inquiries and questions about Swyfft products and services
Assist with agent training and education webinars
Promote the Swyfft brand and cultivate relationships at conferences, events, and trade shows
Monitor emerging industry trends, competitor activity, and market conditions to inform sales strategies
Track agent activity, 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, able to show initiative, and able 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 (MSTeams & Slack)
Reliable high-speed internet connectivity required
Designated quiet work from home space
100% remote U.S.-based work arrangement
Willingness and ability to travel for day-to-day work, conferences, trade shows, team meetings, and training

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”