Territory Manager – Personal Lines
| Company | Nationwide |
|---|---|
| Location | Kansas City, MO, USA, Kansas City, KS, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Strong background in the independent agency channel
- Carrier-side sales management experience
- Significant business management and people leadership experience
- Undergraduate studies in general business, insurance, sales, marketing or related fields; degree preferred
- Ten years of sales and sales management experience
- Ability to uncover root causes of issues and evaluate risks/benefits of different solution options
- Ability to establish and maintain effective customer/distribution partner relationships
- Very strong ability to establish clear responsibilities and processes for monitoring work and measuring results
- Proven ability to readily adapt personal/interpersonal behavior and adjust in the moment
- Strong level communication and presentation skills
- Expert knowledge of how to break down objectives into appropriate initiatives and actions
- Proven ability to drive results, persuade, collaborate and act with courage
Responsibilities
- Understand the strategic and operational goals of assigned territory and individual distribution partners, to identify mutually beneficial solutions, leveraging data and analytics, local marketplace information and competitor knowledge
- Proactively identify and implement actions to achieve territory goals
- Lead new business and transfer process, including but not limited to, identification of new transfer and new business appointments, sets expectations for expected results and manages to the commitments, and ensures delivery of new or transferred business production
- Leverage tools and resources available to increase operational efficiency (e.g., Salesforce, Seismic, dashboards and reporting)
- Gather distribution partner feedback and share continuous improvement opportunities with business partners across the company
- Collaborate with personal lines and farm geography partners and other Nationwide counterparts, such as claims and servicing, on problem solving, educating, promoting, reviewing sales practices and providing input
- Complete annual planning process, for appropriate distribution partners, documents agreements in Salesforce, and holds partners accountable to agreements
- Partner with Product, Marketing and other business partners, as appropriate, to identify and act on opportunities within the territory
- Lead portfolio management meetings with the appropriate distribution partners to ensure alignment with (or moving forward) the goals of the territory; monitor portfolio data and analysis to drive profitability and revenue through assigned relationships, focused on both top and bottom line growth
Preferred Qualifications
- Combination of carrier and agency-side experience is ideal
- Other criteria, including leadership skills, competencies and experiences may take precedence