Territory Manager - Small Business

The Territory Manager’s responsibilities include presenting our products and services to our existing and prospective agency force, identifying specific consumer characteristics, and recommending ways to promote and sell our products. To be successful in this role, you should have excellent communication skills and be highly motivated to meet or exceed new business submission, quotation, profitability, and production goals for your assigned territory.

Ultimately, this position will help us grow our customer base and establish our reputation in your assigned region, as well as the underwriting of profitable Small Business accounts online. Superior time management, sales acumen, problem solving, and organization is required of this individual to successfully accomplish these goals.

This opportunity can be a remote position but the candidate must reside in the state of IA. 

Responsibilities:

Territory Management / Sales and Marketing (50%)

• Call on prospective agencies, investigate to determine acceptability, and appoint new agencies that are aligned with our agency management plan.
• Collaborate with sales representatives from different territories to share best practices and support a cohesive sales
• Manage and further develop existing agency relationships in conjunction with branch marketing and UW
• Identify high impact opportunities in market (tradeshows, events, Agency trainings) to sponsor and/or attend for networking and UFG Online general promotion.
• Ensure agents remain educated on the UFG Pro-Quote portal, ongoing enhancements, and added lines of
• Facilitate trainings, webinars, and meetings tailored to agency needs and Small Business opportunity for assigned
• Set annual goals with agents as outlined by the Director of Sales & Marketing to promote growth in individual agencies as well as managing all agencies in the territory.
• Manage territory towards established profitability, loss ratio and premium
• Develop agency profiles on each agent and learn as much about the agency as
• Identify opportunities to grow existing agency performance and manage monthly action plan to support the achievement of desired agency goals.
• Coordinate Agency meetings and promote new products and initiatives to influence agency and producer level action and strengthen relationships.
• Provide feedback to management on what is happening in the marketplace, agencies and
• Analyze sales and marketing data to determine the most effective sales and marketing
• Regularly evaluate territory performance, presenting to leadership weekly, monthly, quarterly, and
• Regular collaboration with branch UW and Marketing teams – ensuring streamlined communications with agents, exploring opportunities identified by branch teams.
• Promote agency opt in of our Service
• Partner with corporate marketing to drive localized brand awareness campaigns and agency level Respond to feedback and potential barriers to entry.

Production Underwriting (20%)

• High competence in UFG Online appetite, product portfolio, and key performance indicators, as well as those of our branch teams to support clear and aligned messaging to agencies.
• Prospect for and underwrite new small commercial accounts from agents within assigned territory using our portal and underwriting guide.
• UW Authority to support peak portal support – reviewing portal submissions flagged for UW review and approving / declining according to our Underwriting manual.
• Build strong relationships with agents in order to solicit new business submissions from
• Develop strong technical and processing skills with automated

Change Management, Internal Subject Matter Expert (SME)(30%)

• Join branch Underwriting team calls, schedule one on ones with local Underwriters. Build relationships, support increasing the belief in portal experience, diverting Small Business leads through portal for profitability, seek feedback on barriers and address, grow OneUFG profitability mindset.
• Strong partnership with branch Marketing teams to ensure a consistent agency Leverage relationships for warm introductions, tag team agency appointments, and meet with marketing reps regularly.
• Support internal training needs in assigned territory for all things UFG online – 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 (4) year college degree or equivalent in related
• CPCU, CIC or AU preferred

Experience:

• 5+ years of sales, marketing, and/or underwriting experience