Virtual Territory Manager

Delos Insurance Solutions • San Francisco, CA

7d • $75,000 - $85,000 • Remote

About The Position

The Client Relationship Lead builds and maintains strong relationships with assigned independent insurance agencies. This remote position focuses on onboarding and training new agents, supporting agency engagement, and driving production growth primarily through virtual interactions. The role serves as a key point of contact for agency partners, providing a smooth onboarding experience and ongoing support while helping agencies succeed with Delos. It also collaborates with internal teams to strengthen agency relationships and improve performance.

Requirements

• 3+ years of experience working with independent insurance agencies in a relationship management, account management, or sales role.
• Proven success managing agency relationships in a virtual environment.
• Experience collaborating with internal teams to support business goals.
• Ability to travel occasionally, as needed.
• Strong written and verbal communication skills.
• Ability to build relationships and deliver engaging virtual training sessions.
• Proficiency in Google Workspace, Microsoft Excel, and CRM systems.
• Ability to analyze performance data and identify opportunities for improvement.
• Strong organizational and time management skills.
• Self-motivated, proactive, and comfortable working independently in a remote environment.
• Collaborative, adaptable, and solutions-oriented.
• Ability to manage multiple priorities in a fast-paced environment.

Nice To Haves

• Experience onboarding, training, or supporting insurance agents.
• Experience with HubSpot.

Responsibilities

• Build and maintain relationships with assigned independent agencies through regular virtual meetings, calls, and outreach.
• Partner with the Enterprise Relationship Lead to support agency growth and strategic initiatives.
• Serve as a primary point of contact for agency questions, concerns, and ongoing support.
• Collaborate with underwriting, operations, and sales teams to resolve issues and improve the agency experience.
• Provide responsive, high-quality service to support agency satisfaction and retention.
• Vet, onboard, and support newly appointed agents.
• Lead virtual training sessions on Delos products, systems, and underwriting guidelines.
• Create and manage onboarding plans to help agents become productive quickly.
• Ensure a smooth transition of newly onboarded agencies to the Territory Manager.
• Provide ongoing training and resources to help agencies succeed.
• Monitor agency production and engagement to identify growth opportunities.
• Use performance data to identify challenges, recommend solutions, and improve results.
• Provide guidance and coaching to help agencies increase production.
• Maintain accurate agency records, activities, and performance metrics in the CRM.
• Follow established onboarding and sales processes to ensure consistency and efficiency.

Benefits

• Competitive salary plus equity stock options.
• Unlimited PTO, sick leave, and company-observed holidays.
• Comprehensive medical, dental, vision, and life insurance, with Delos covering 75% of premiums, including dependent coverage.
• 401(k) retirement savings plan.
• Professional development opportunities and tuition assistance.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed