Business Banking Relationship Manager delivering financial solutions to small businesses in Baltimore Metro Area. Managing high value client relationships and supporting profitability growth of client base.
About the role
- Sr. Field Territory Manager managing agency relationships and driving premium growth in South Florida. Building territory strategy to meet financial and operational targets through consultative partnerships.
Responsibilities
- Owns and manages assigned territory driving profitable growth to achieve financial and operational targets
- Leads, develops, and executes territory tactical plan and agency management processes to support financial and operational targets, measure results, and pivot as necessary
- Independently builds and cultivates mutually beneficial agency partnerships in person with agency ownership, management, and frontline staff using a consultative sales framework
- Acts as a trusted advisor while delivering product, underwriting philosophy, appetite, and system training to support retention and new business development to increase depth and maximize agency revenue
- Creates, maintains, and executes high quality agency strategies and plans, including holding agents accountable, to achieve written premium, profit, and new business goals
- Collaborates with field distribution partners to plan and align strategic and tactical components with key business strategies such as carrier consolidation (agency book consolidation), agency storefront expansion, and new product or program rollout support
- Drives and ensures quality of new business flow, appropriate mix of business, and overall risk management of both individual agency books and overall assigned territory
- Provides appetite and target market clarity, identifies and addresses profit or quality of business concerns to ensure profitability across territory
- Strategically utilizes internal reporting and tools designed to support the Independent Agent channel including all Marketing and Development programs, business development tools and internal production and profitability data and analysis
- Performs other duties as assigned
Requirements
- High School Diploma or equivalent required
- Bachelor's degree preferred
- CIC, CPCU, or insurance licenses preferred upon hire
- Minimum five years of field insurance sales and management work experience with progressing responsibility
- Experience achieving consistent profitable premium growth and sales success
- IA Distribution territory management experience highly preferred
Benefits
- Medical
- Dental
- Vision
- Health Savings and Flexible Spending Accounts
- Life Insurance
- Paid Time Off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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