Territory Manager managing mechanical, electrical, and plumbing (MEP) accounts in Southern California for Stanley Black & Decker. Focusing on driving sales and establishing relationships with decision makers.
About the role
- Manage bond/surety client book at Insurance Office of America; oversee policy renewals, billing, claims facilitation, and underwriter relationships to retain and grow accounts.
Responsibilities
- Manage an assigned book of business, ensuring account retention and supporting new business
- Coordinate day-to-day administrative and customer service activities, resolving complex issues
- Maintain technical competence and industry expertise
- Direct daily activities of the account management team
- Handle customer service requests, policy administration, billing, claims, and coverage analysis
- Manage policy expirations and renewals; conduct client research, prepare submissions, negotiate coverages, and present proposals
- Monitor accounts receivable and take action on delinquent accounts to collect outstanding balances
- Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness
- Monitor activity/suspense to ensure timely completion of tasks
- Initiate and conduct client calls/meetings; handle bid bond requests, changes to bonds, cancellations, riders, and closing new business and renewals
- Create and distribute client invoicing for new business, renewals, or premium-bearing transactions and collect outstanding balances
- Assist with facilitation of client claims processes as needed
- Develop and maintain positive relationships with underwriters
- Seek and adopt best practices to improve individual and team performance; maintain frequent communication with account team
- Deliver excellent service, proactively anticipate needs, and champion IOA values
Requirements
- 4 -5+ years of industry experience
- Bond/Surety Experience
- Required active licensing
- Strong decision-making and delegation skills
- Exceptional customer service, communication, multitasking, and organizational skills
- Ability to perform large work volumes with high degrees of accuracy
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
- Ability to work hybrid schedule (3-4 days in office; may be required onsite within a 50-mile radius)
Benefits
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Employee stock plan participation
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
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