Bilingual (English & Spanish) P&C Carrier Territory Manager

First Acceptance•Fresno, CA

5d•Remote

About The Position

The Territory Manager is responsible for prospecting, vetting, appointing, and managing independent agencies to produce profitable sales growth within a defined territory. The role is accountable for meeting and exceeding territory volume and profit objectives for First Acceptance’s assigned products while maintaining and growing relationships between First Acceptance and appointed agents. The position is fully remote, with travel throughout the Northern California territory; a home base near the territory is preferred.

Requirements

Bachelor’s degree, or equivalent education, training, and work-related experience of five or more years in a Territory Manager or high-volume sales capacity.
At least two years of work-related experience in P&C insurance operations.
Proficiency in Microsoft Office (Word, Excel, Outlook, and PowerPoint), Salesforce, and other sales analytics reports.
A proven record of consistently meeting sales and new business expectations, including sales plan targets.
Practical verbal and written communication skills.
Ability to perform well in high-energy, dynamic, team-oriented environments.
Ability to adapt to new situations and learn quickly.
High degree of initiative, mature judgment, and discretion.
Ability to follow directions and complete assigned tasks promptly with limited supervision.
Willingness to travel up to 50%; travel may include up to three nights per week.
Acceptable driving record.
Ability to meet the physical demands of the role, including manual tasks involving hands, frequent sitting, bending, and reaching, occasional standing and walking, and occasional lifting or moving of up to 10 pounds. Required vision abilities include close vision, color vision, and adjusting focus.

Nice To Haves

Bilingual in Spanish and English.
Home base near the Northern California territory is preferred.

Responsibilities

Achieve agreed-upon annual new business production, direct written premium, loss ratio goals, and other KPIs by effectively managing agents in the assigned territory.
Independently schedule daily, weekly, monthly, and quarterly activities to meet objectives.
Solicit new agencies, assess their potential to produce quality new business, and recommend qualified agencies for appointment to the Vice President of Business Development.
Train appointed agencies on First Acceptance products, processes, and technology.
Recommend agencies for profit-sharing, rewards, special incentive programs, and other agency sales initiatives.
Increase the percentage of producing agents through relationship management, additional training, and process improvements.
Terminate agents for insufficient production, unprofitable results, or other causes.
Conduct routine agency visits to review production, quality, and profitability trends.
Document visits, actions, and communications with each independent agency in Salesforce.
Perform other duties as assigned.