UFG Insurance
Territory Manager - Small Business, Minnesota and Wisconsin
UFG Insurance, Madison, Wisconsin, United States
Territory Manager – Small Business, Minnesota and Wisconsin
Join the
UFG Insurance
team as a Territory Manager focused on small business accounts in Minnesota and Wisconsin. This fully remote role drives new business, builds agency relationships, and supports underwriting and marketing initiatives.
Responsibilities
Call on prospective agencies , evaluate fit, and onboard new agencies aligned with our management plan.
Collaborate with sales representatives across territories to share best practices and support a cohesive sales approach.
Manage and further develop existing agency relationships with branch marketing and underwriting representatives.
Identify high‑impact opportunities (tradeshows, events, agency trainings) to sponsor or attend for networking and small business promotion.
Ensure agents remain educated on the UFG Pro‑Quote portal and ongoing enhancements.
Facilitate trainings, webinars, and meetings tailored to agency needs and small business opportunity for the assigned territory.
Set annual goals with agents as outlined by the Director of Sales & Marketing to promote growth in individual agencies and manage all agencies in the territory.
Manage territory towards established profitability, loss ratio and premium targets.
Develop agency profiles and learn agency details.
Identify opportunities to grow existing agency performance and manage monthly action plan to support agency goals.
Coordinate agency meetings and promote new products and initiatives to influence agency and producer action and strengthen relationships.
Provide feedback to management on marketplace, agency trends and competition.
Analyze sales and marketing data to determine effective techniques.
Regularly evaluate territory performance, presenting to leadership weekly, monthly, quarterly, and annually.
Regular collaboration with branch underwriting and marketing teams – ensuring streamlined communications with agents and exploring opportunities identified by branch teams.
Promote agency opt‑in of our Service Center.
Partner with corporate marketing to drive localized brand awareness campaigns and agency level response to feedback and potential barriers to entry.
Underwriting Expertise
High competence in small business appetite, product portfolio, and key performance indicators.
Prospect for new small commercial accounts using the portal and underwriting guide.
Build strong relationships with agents to solicit new business submissions.
Develop strong technical and processing skills with automated systems.
Change Management & Internal SME
Schedule one‑on‑ones with local underwriters, build relationships, support increasing portal experience belief, divert small business leads, seek feedback on barriers, address, grow profitability mindset.
Strong partnership with branch marketing teams to ensure consistent agency leverage relationships for warm introductions, tag team agency appointments, and meet marketing reps regularly.
Support internal training needs in the territory for all things small business – Pro‑Quote portal, products, appetite, sales messaging.
Regularly invest in one’s own sales skills, product knowledge, insurance knowledge, and understanding of organizational priorities and department initiatives.
Qualifications
Education:
Four‑year college degree or equivalent in related experience. CPCU, CIC or AU preferred.
Experience:
5+ years of sales, marketing, and/or underwriting experience.
Knowledge, Skills & Abilities:
Strategic thinker, strong analytical skills, business acumen, effective communication, results‑driven self‑starter, detail‑oriented, general knowledge of UFG departments, ability to rate & quote new submissions using automated systems, general knowledge of insurance and underwriting rating coverage, contracts preferred.
Working Conditions
General office environment with significant travel required.
Disclaimer The above statements describe the general nature and level of work performed by individuals assigned to this job. Additional tasks may be assigned as required by business need. UFG retains the right to modify the description at any time.
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UFG Insurance
team as a Territory Manager focused on small business accounts in Minnesota and Wisconsin. This fully remote role drives new business, builds agency relationships, and supports underwriting and marketing initiatives.
Responsibilities
Call on prospective agencies , evaluate fit, and onboard new agencies aligned with our management plan.
Collaborate with sales representatives across territories to share best practices and support a cohesive sales approach.
Manage and further develop existing agency relationships with branch marketing and underwriting representatives.
Identify high‑impact opportunities (tradeshows, events, agency trainings) to sponsor or attend for networking and small business promotion.
Ensure agents remain educated on the UFG Pro‑Quote portal and ongoing enhancements.
Facilitate trainings, webinars, and meetings tailored to agency needs and small business opportunity for the assigned territory.
Set annual goals with agents as outlined by the Director of Sales & Marketing to promote growth in individual agencies and manage all agencies in the territory.
Manage territory towards established profitability, loss ratio and premium targets.
Develop agency profiles and learn agency details.
Identify opportunities to grow existing agency performance and manage monthly action plan to support agency goals.
Coordinate agency meetings and promote new products and initiatives to influence agency and producer action and strengthen relationships.
Provide feedback to management on marketplace, agency trends and competition.
Analyze sales and marketing data to determine effective techniques.
Regularly evaluate territory performance, presenting to leadership weekly, monthly, quarterly, and annually.
Regular collaboration with branch underwriting and marketing teams – ensuring streamlined communications with agents and exploring opportunities identified by branch teams.
Promote agency opt‑in of our Service Center.
Partner with corporate marketing to drive localized brand awareness campaigns and agency level response to feedback and potential barriers to entry.
Underwriting Expertise
High competence in small business appetite, product portfolio, and key performance indicators.
Prospect for new small commercial accounts using the portal and underwriting guide.
Build strong relationships with agents to solicit new business submissions.
Develop strong technical and processing skills with automated systems.
Change Management & Internal SME
Schedule one‑on‑ones with local underwriters, build relationships, support increasing portal experience belief, divert small business leads, seek feedback on barriers, address, grow profitability mindset.
Strong partnership with branch marketing teams to ensure consistent agency leverage relationships for warm introductions, tag team agency appointments, and meet marketing reps regularly.
Support internal training needs in the territory for all things small business – Pro‑Quote portal, products, appetite, sales messaging.
Regularly invest in one’s own sales skills, product knowledge, insurance knowledge, and understanding of organizational priorities and department initiatives.
Qualifications
Education:
Four‑year college degree or equivalent in related experience. CPCU, CIC or AU preferred.
Experience:
5+ years of sales, marketing, and/or underwriting experience.
Knowledge, Skills & Abilities:
Strategic thinker, strong analytical skills, business acumen, effective communication, results‑driven self‑starter, detail‑oriented, general knowledge of UFG departments, ability to rate & quote new submissions using automated systems, general knowledge of insurance and underwriting rating coverage, contracts preferred.
Working Conditions
General office environment with significant travel required.
Disclaimer The above statements describe the general nature and level of work performed by individuals assigned to this job. Additional tasks may be assigned as required by business need. UFG retains the right to modify the description at any time.
#J-18808-Ljbffr