Territory Manager - Personal Lines
Encova Insurance, Milwaukee, Wisconsin, United States, 53244
Overview
The salary range for this job posting is $55,132.00 - $138,790.00 annually + bonus + benefits. Pay Type: Salary. This is a home based role for candidates who reside in Wisconsin. This position requires travel primarily throughout Wisconsin and will include a company vehicle. This role will report to a Regional Vice President, Personal Lines.
Unique residence requirements are listed in each job posting; review closely for details. Encova is able to employ associates who reside and work within specific U.S. states. Our current footprint includes: Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New Hampshire, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, Wisconsin.
Job Objective Represent the company to assigned agents. Develop a deep understanding of each agency’s operations and use effective agency management to drive profitable multi-line growth for the organization. Responsible for achieving annual sales objectives for the assigned territory based on the annual business plan using digital technology, face-to-face agency meetings, teleconferencing, and webinars. If assigned the lead Agency Manager account, manage the overall agency relationship and business development from an all-lines perspective, working with assigned underwriters to drive profitable multi-line growth.
Essential Functions
Primary focus is managing sales opportunities with agents in a consultative framework through proactive outbound calls, agency visits with key partners, digital sales tools, and virtual webinars.
Drive new business quote activity and production. Hold agencies accountable for building a quality book of business with Encova, including managing production, profitability, and relationships with assigned agencies.
Partner with business teams to build and maintain a sales plan; develop success plans with partner agencies to help achieve production and profit goals. Work with Underwriters and Production Underwriters.
Understand, promote, and support the objectives and goals of each profit center. Participate with profit center teams to assist with agency development planning and execution of the plan.
Leverage personal relationships to achieve business outcomes.
Assist Regional Vice Presidents with prospecting, appointing, and onboarding new agencies.
Meet with agency principals to discuss agency development and improve partnerships. Build relationships with agency staff to increase engagement with Encova.
Provide training to agencies and new agency hires on Encova products, business processes, product rules, rating procedures, underwriting and binding guidelines, and policy forms for existing and new products.
Engage with CRM and other automated resources in a timely, thorough, and detailed manner.
Hold others accountable for mutually beneficial outcomes.
Aim to achieve target wallet shares of an agency’s book and target market shares for assigned territories.
Build Encova’s position as the trusted carrier of choice for the independent agency channel.
Strategically allocate time and resources to agencies that support business goals and objectives.
Analyze agency issues and determine appropriate resolutions.
Evaluate agency performance on profit and growth and hold agencies accountable for action plans and results.
Communicate Encova’s value proposition for each line of business.
Share competitive intelligence, market changes, and competitive position.
Coordinate Service Team meetings and support action plans; attend industry events.
Overnight travel required.
Other Functions
Nonessential function: other duties as assigned.
Knowledge, Skills and Abilities
Minimum of one year of sales experience or applicable industry experience preferred.
Bachelor’s degree and prior insurance experience preferred. Equivalent combination of education and experience may be considered.
Strong phone presence with experience handling multiple outbound/inbound calls per day.
Proficient with corporate productivity and web presentation tools including online meetings and video conferencing; strong listening, communication, and presentation skills.
Ability to multi-task, prioritize, and self-manage time effectively.
Experience with Microsoft Dynamics or similar CRM software preferred.
Scheduling flexibility including occasionally working irregular hours.
Working knowledge of current business conditions, competition, and territory-specific issues.
Knowledge of insurance rules, regulations, policy, product, and service requirements.
Strong verbal and written communication skills; including formal and informal presentation skills.
Strong consultative and negotiation skills; ability to persuade and influence others.
Ability to interpret carrier/agency reports/metrics and use data for fact-based conversations to advance the company’s position with agencies.
Demonstrated creativity and problem-solving skills.
This position has been evaluated in accordance with the Americans with Disabilities Act. Encova Insurance makes reasonable accommodations to permit performance of the essential functions; candidates who need such accommodation are encouraged to seek it. This description reflects the nature and level of work performed by associates in this position. It is not an all-inclusive inventory of duties, responsibilities and qualifications. Encova Insurance reserves the right to modify functions as needed for business reasons.
Ready to join our team? At Encova Insurance, associates drive the company’s success by delivering unrivaled service. We offer challenging, stimulating, and financially rewarding opportunities to learn and grow. Join us to grow to your fullest potential.
What you can expect from us We offer a comprehensive benefits package designed to support the well-being and growth of our associates. Available benefits (subject to policy changes) include:
Health, Dental & Vision Insurance
Company-provided life and income protection plans
Eligibility to participate in a company incentive bonus program
401(k) Retirement Plan - 100% company match up to 7% of annual salary
Paid Time Off, Paid Holidays, and Floating Holidays
Flexible Work Arrangements - Hybrid and remote depending on the role
Encova Insurance is an EOE/E-Verify employer.
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Unique residence requirements are listed in each job posting; review closely for details. Encova is able to employ associates who reside and work within specific U.S. states. Our current footprint includes: Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New Hampshire, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, Wisconsin.
Job Objective Represent the company to assigned agents. Develop a deep understanding of each agency’s operations and use effective agency management to drive profitable multi-line growth for the organization. Responsible for achieving annual sales objectives for the assigned territory based on the annual business plan using digital technology, face-to-face agency meetings, teleconferencing, and webinars. If assigned the lead Agency Manager account, manage the overall agency relationship and business development from an all-lines perspective, working with assigned underwriters to drive profitable multi-line growth.
Essential Functions
Primary focus is managing sales opportunities with agents in a consultative framework through proactive outbound calls, agency visits with key partners, digital sales tools, and virtual webinars.
Drive new business quote activity and production. Hold agencies accountable for building a quality book of business with Encova, including managing production, profitability, and relationships with assigned agencies.
Partner with business teams to build and maintain a sales plan; develop success plans with partner agencies to help achieve production and profit goals. Work with Underwriters and Production Underwriters.
Understand, promote, and support the objectives and goals of each profit center. Participate with profit center teams to assist with agency development planning and execution of the plan.
Leverage personal relationships to achieve business outcomes.
Assist Regional Vice Presidents with prospecting, appointing, and onboarding new agencies.
Meet with agency principals to discuss agency development and improve partnerships. Build relationships with agency staff to increase engagement with Encova.
Provide training to agencies and new agency hires on Encova products, business processes, product rules, rating procedures, underwriting and binding guidelines, and policy forms for existing and new products.
Engage with CRM and other automated resources in a timely, thorough, and detailed manner.
Hold others accountable for mutually beneficial outcomes.
Aim to achieve target wallet shares of an agency’s book and target market shares for assigned territories.
Build Encova’s position as the trusted carrier of choice for the independent agency channel.
Strategically allocate time and resources to agencies that support business goals and objectives.
Analyze agency issues and determine appropriate resolutions.
Evaluate agency performance on profit and growth and hold agencies accountable for action plans and results.
Communicate Encova’s value proposition for each line of business.
Share competitive intelligence, market changes, and competitive position.
Coordinate Service Team meetings and support action plans; attend industry events.
Overnight travel required.
Other Functions
Nonessential function: other duties as assigned.
Knowledge, Skills and Abilities
Minimum of one year of sales experience or applicable industry experience preferred.
Bachelor’s degree and prior insurance experience preferred. Equivalent combination of education and experience may be considered.
Strong phone presence with experience handling multiple outbound/inbound calls per day.
Proficient with corporate productivity and web presentation tools including online meetings and video conferencing; strong listening, communication, and presentation skills.
Ability to multi-task, prioritize, and self-manage time effectively.
Experience with Microsoft Dynamics or similar CRM software preferred.
Scheduling flexibility including occasionally working irregular hours.
Working knowledge of current business conditions, competition, and territory-specific issues.
Knowledge of insurance rules, regulations, policy, product, and service requirements.
Strong verbal and written communication skills; including formal and informal presentation skills.
Strong consultative and negotiation skills; ability to persuade and influence others.
Ability to interpret carrier/agency reports/metrics and use data for fact-based conversations to advance the company’s position with agencies.
Demonstrated creativity and problem-solving skills.
This position has been evaluated in accordance with the Americans with Disabilities Act. Encova Insurance makes reasonable accommodations to permit performance of the essential functions; candidates who need such accommodation are encouraged to seek it. This description reflects the nature and level of work performed by associates in this position. It is not an all-inclusive inventory of duties, responsibilities and qualifications. Encova Insurance reserves the right to modify functions as needed for business reasons.
Ready to join our team? At Encova Insurance, associates drive the company’s success by delivering unrivaled service. We offer challenging, stimulating, and financially rewarding opportunities to learn and grow. Join us to grow to your fullest potential.
What you can expect from us We offer a comprehensive benefits package designed to support the well-being and growth of our associates. Available benefits (subject to policy changes) include:
Health, Dental & Vision Insurance
Company-provided life and income protection plans
Eligibility to participate in a company incentive bonus program
401(k) Retirement Plan - 100% company match up to 7% of annual salary
Paid Time Off, Paid Holidays, and Floating Holidays
Flexible Work Arrangements - Hybrid and remote depending on the role
Encova Insurance is an EOE/E-Verify employer.
#J-18808-Ljbffr