Penn National Insurance
Personal Lines Territory Manager
Penn National Insurance, Waukesha, Wisconsin, United States, 53188
Personal Lines Territory Manager
Join to apply for the Personal Lines Territory Manager role at Penn National Insurance.
Job Description Penn National Insurance is seeking a motivated and relationship-driven Personal Lines Territory Manager to strengthen and grow our partnerships with independent insurance agents. This position serves as a key liaison between the company, our agents, and internal underwriting and corporate teams — ensuring mutual success through profitable growth, strategic alignment, and exceptional service delivery.
This position is located in the Waukesha, WI area.
Essential Duties And Responsibilities Business Acumen
Sales/Premium Growth
Develop the agency force to pre-qualify, rate, and bind profitable personal lines business.
Utilize authority to assist agency partners in helping them write profitable business.
Develop professional working relationships with agents, regional underwriting and claim teams and corporate departments.
Conduct thorough evaluation of all prospective agents and submit written recommendation to Regional Vice President.
Profitability
Profiles personal lines book of business to assist in profitability analysis.
Develops and implements effective agency profitability plans when warranted.
Agency Management
Provide training to agency plant on programs, products, services, and systems.
Embraces Data Analytics
Applies data to solve common business problems.
Compiles, manipulates, and analyzes data of varying complexity.
Knowledgeable and proficient about what tools are available for data analysis and when they are appropriate to use.
Negotiation
Sales/Premium Growth
Keeps two-way communication between agent and company continuously open and viable.
Results Oriented
Sales/Premium Growth
Monitors agency results and follows up with agent as to growth and compliance with company’s initiatives, procedures and policies.
Stays alert for and shares industry information, new ideas, products, or changes in other carrier philosophies that could positively or adversely affect Penn National Insurance with appropriate colleagues.
Conduct ongoing agency prospecting within territory to create a pipeline of potential future appointments.
Profitability
Monitors agency results and follows up with agent as to profitability and compliance with company’s initiatives, procedures and policies.
Facilitate agency reviews with other team members to review agent’s performance as compared to established goals and implement corrective actions as needed.
Time and Priority Management
Sales/Premium Growth
Participates in personal lines rate reviews as requested.
Agency Management
Develop annual agency/company marketing plans.
Decision Making
Sales/Premium Growth
Utilizes authority to make consistent underwriting decisions, adhere to company acceptability and pricing philosophies, and promote ease of doing business initiatives with Penn National Insurance.
Profitability
Develop and implement agency action plans to achieve profitability.
Agency Management
Analyze territory profitability, premium growth, and agency representation, and implement corrective actions where appropriate.
Performs other duties as may be assigned by the President-Partners Mutual or Regional Vice President.
Special Relationships
Direct contact with all levels of branch underwriting and supporting claims service office personnel.
Direct contact with all levels of Home Office Underwriting Operations personnel.
Direct contact with agents and insureds.
Qualifications Education
Four year college degree preferred.
Continuing education in specialized insurance courses such as IIA, AU, CPCU, and CIC, as well as other educational experiences that enhance product knowledge and technical business relations.
Maintenance of an active agent’s P&C license in domiciled state preferred.
Experience
Minimum of three years property/casualty personal lines underwriting and/or marketing experience with a Property and Casualty carrier preferred.
Agency or broker experience with heavy concentration in underwriting exposure/risk and marketing may substitute for carrier experience.
Technical / Professional Knowledge
Must have technical underwriting knowledge of the personal lines of business written by Penn National Insurance.
Effective oral and written communication skills, with the ability to communicate information of a highly technical nature.
Proven sales, negotiations, and solution-selling skills.
Working knowledge and skill in agency and company automation systems, to include fundamental knowledge on the use of personal computers, with emphasis on Microsoft Office Suite.
Exceptional customer service skills.
Good financial analysis skills.
Excellent time management skills.
Strong personal lines underwriting analysis skills.
Job Requirements (ADA)
This position is primarily a sedentary position that requires occasional standing and walking throughout the office environment.
Must be able to see and effectively use a computer monitor.
Must be able to operate a computer, keyboard and applicable printers and other general office equipment.
Must be able to access and enter information accurately using automated systems.
Must be able to hear and communicate via the telephone and/or monitoring devices to both internal and external clients.
Must be able to present information to individuals and groups.
Must be able to interpret and apply concepts that may or may not be based upon established guidelines.
Must be able to maintain acceptable attendance and adhere to scheduled work hours.
Must have a valid driver’s license and be able to operate a motor vehicle.
Must be able to travel, with overnight stays required.
About Us Why Choose Penn National Insurance?
At Penn National Insurance, we’re on a mission to help people feel secure and make life better when bad things happen. For over 106 years, we’ve been a trusted partner to individuals, families and businesses because we are a mutual insurance company where service and support for our policyholders are at the heart of everything we do.
Your Career Journey: Empowering Your Growth
Here, you’ll find a place where your professional growth, success and personal well-being are our top priorities.
Benefits and Compensation
Generous 401(k) match, graded profit sharing, incentive compensation, and a wide range of benefits to support your financial health, physical well-being and career development.
Flexibility: We offer remote and hybrid work options, flexible scheduling and a “dress-for-your-day” culture.
Recognition: We celebrate your achievements, big and small, through employee recognition programs designed to honor your contributions.
Your Employer of Choice: A Legacy of Trust and Strength
Joining Penn National Insurance means becoming part of a company with over a century of experience, built on trust, innovation and strong relationships.
Your Community: Making an Impact Together
Making life better isn’t just our mission—it’s a value that guides everything we do. Our employees are at the heart of this mission, giving back through community engagement and charitable efforts.
Continuing Education Support
Access to programs that help you enhance your knowledge, skills and educational goals with 100% tuition reimbursement for academic studies.
Professional Development Opportunities
Tailored designation programs to help you advance in your career such as CPCU, AINS, CPA, CISSP, and more.
Long-Term Career Focus
With an average employee tenure of 14 years and many team members serving for over 40 years, we take pride in fostering a work environment that values long‑term growth and development.
Only candidates from the following states will be considered for opportunities with Penn National Insurance: Alabama, Delaware, Iowa, Maryland, Minnesota, North Carolina, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, Wisconsin.
Equal Opportunity Employer We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, creed, affectional and sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Consistent with the Americans with Disabilities Act (ADA) and EEOC guidance, it is the policy of Pennsylvania National Insurance to provide reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you require a reasonable accommodation in completing this application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please direct your inquiries to an HR Business Partner via telephone at 800‑368‑4764, or through email, HRBusinessPartner@pnat.com.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Sales and Business Development
Industries Insurance
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Job Description Penn National Insurance is seeking a motivated and relationship-driven Personal Lines Territory Manager to strengthen and grow our partnerships with independent insurance agents. This position serves as a key liaison between the company, our agents, and internal underwriting and corporate teams — ensuring mutual success through profitable growth, strategic alignment, and exceptional service delivery.
This position is located in the Waukesha, WI area.
Essential Duties And Responsibilities Business Acumen
Sales/Premium Growth
Develop the agency force to pre-qualify, rate, and bind profitable personal lines business.
Utilize authority to assist agency partners in helping them write profitable business.
Develop professional working relationships with agents, regional underwriting and claim teams and corporate departments.
Conduct thorough evaluation of all prospective agents and submit written recommendation to Regional Vice President.
Profitability
Profiles personal lines book of business to assist in profitability analysis.
Develops and implements effective agency profitability plans when warranted.
Agency Management
Provide training to agency plant on programs, products, services, and systems.
Embraces Data Analytics
Applies data to solve common business problems.
Compiles, manipulates, and analyzes data of varying complexity.
Knowledgeable and proficient about what tools are available for data analysis and when they are appropriate to use.
Negotiation
Sales/Premium Growth
Keeps two-way communication between agent and company continuously open and viable.
Results Oriented
Sales/Premium Growth
Monitors agency results and follows up with agent as to growth and compliance with company’s initiatives, procedures and policies.
Stays alert for and shares industry information, new ideas, products, or changes in other carrier philosophies that could positively or adversely affect Penn National Insurance with appropriate colleagues.
Conduct ongoing agency prospecting within territory to create a pipeline of potential future appointments.
Profitability
Monitors agency results and follows up with agent as to profitability and compliance with company’s initiatives, procedures and policies.
Facilitate agency reviews with other team members to review agent’s performance as compared to established goals and implement corrective actions as needed.
Time and Priority Management
Sales/Premium Growth
Participates in personal lines rate reviews as requested.
Agency Management
Develop annual agency/company marketing plans.
Decision Making
Sales/Premium Growth
Utilizes authority to make consistent underwriting decisions, adhere to company acceptability and pricing philosophies, and promote ease of doing business initiatives with Penn National Insurance.
Profitability
Develop and implement agency action plans to achieve profitability.
Agency Management
Analyze territory profitability, premium growth, and agency representation, and implement corrective actions where appropriate.
Performs other duties as may be assigned by the President-Partners Mutual or Regional Vice President.
Special Relationships
Direct contact with all levels of branch underwriting and supporting claims service office personnel.
Direct contact with all levels of Home Office Underwriting Operations personnel.
Direct contact with agents and insureds.
Qualifications Education
Four year college degree preferred.
Continuing education in specialized insurance courses such as IIA, AU, CPCU, and CIC, as well as other educational experiences that enhance product knowledge and technical business relations.
Maintenance of an active agent’s P&C license in domiciled state preferred.
Experience
Minimum of three years property/casualty personal lines underwriting and/or marketing experience with a Property and Casualty carrier preferred.
Agency or broker experience with heavy concentration in underwriting exposure/risk and marketing may substitute for carrier experience.
Technical / Professional Knowledge
Must have technical underwriting knowledge of the personal lines of business written by Penn National Insurance.
Effective oral and written communication skills, with the ability to communicate information of a highly technical nature.
Proven sales, negotiations, and solution-selling skills.
Working knowledge and skill in agency and company automation systems, to include fundamental knowledge on the use of personal computers, with emphasis on Microsoft Office Suite.
Exceptional customer service skills.
Good financial analysis skills.
Excellent time management skills.
Strong personal lines underwriting analysis skills.
Job Requirements (ADA)
This position is primarily a sedentary position that requires occasional standing and walking throughout the office environment.
Must be able to see and effectively use a computer monitor.
Must be able to operate a computer, keyboard and applicable printers and other general office equipment.
Must be able to access and enter information accurately using automated systems.
Must be able to hear and communicate via the telephone and/or monitoring devices to both internal and external clients.
Must be able to present information to individuals and groups.
Must be able to interpret and apply concepts that may or may not be based upon established guidelines.
Must be able to maintain acceptable attendance and adhere to scheduled work hours.
Must have a valid driver’s license and be able to operate a motor vehicle.
Must be able to travel, with overnight stays required.
About Us Why Choose Penn National Insurance?
At Penn National Insurance, we’re on a mission to help people feel secure and make life better when bad things happen. For over 106 years, we’ve been a trusted partner to individuals, families and businesses because we are a mutual insurance company where service and support for our policyholders are at the heart of everything we do.
Your Career Journey: Empowering Your Growth
Here, you’ll find a place where your professional growth, success and personal well-being are our top priorities.
Benefits and Compensation
Generous 401(k) match, graded profit sharing, incentive compensation, and a wide range of benefits to support your financial health, physical well-being and career development.
Flexibility: We offer remote and hybrid work options, flexible scheduling and a “dress-for-your-day” culture.
Recognition: We celebrate your achievements, big and small, through employee recognition programs designed to honor your contributions.
Your Employer of Choice: A Legacy of Trust and Strength
Joining Penn National Insurance means becoming part of a company with over a century of experience, built on trust, innovation and strong relationships.
Your Community: Making an Impact Together
Making life better isn’t just our mission—it’s a value that guides everything we do. Our employees are at the heart of this mission, giving back through community engagement and charitable efforts.
Continuing Education Support
Access to programs that help you enhance your knowledge, skills and educational goals with 100% tuition reimbursement for academic studies.
Professional Development Opportunities
Tailored designation programs to help you advance in your career such as CPCU, AINS, CPA, CISSP, and more.
Long-Term Career Focus
With an average employee tenure of 14 years and many team members serving for over 40 years, we take pride in fostering a work environment that values long‑term growth and development.
Only candidates from the following states will be considered for opportunities with Penn National Insurance: Alabama, Delaware, Iowa, Maryland, Minnesota, North Carolina, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, Wisconsin.
Equal Opportunity Employer We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, creed, affectional and sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Consistent with the Americans with Disabilities Act (ADA) and EEOC guidance, it is the policy of Pennsylvania National Insurance to provide reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you require a reasonable accommodation in completing this application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please direct your inquiries to an HR Business Partner via telephone at 800‑368‑4764, or through email, HRBusinessPartner@pnat.com.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Sales and Business Development
Industries Insurance
#J-18808-Ljbffr