Territory Manager - Personal Lines (Western Pennslyvania)
LOCATION
Territory: Western Pennsylvania (Hybrid role with field travel dependent on location and agency needs)
QUALIFICATIONS
Undergraduate studies in general business, insurance, sales, or marketing preferred. 8-10 years of sales or sales management experience, ideally with property casualty or financial services background.
RESPONSIBILITIES
Drive profitability with personal lines distribution partners, identify solutions for territory goals, lead new business processes, leverage tools for operational efficiency, gather partner feedback, collaborate across departments, and manage portfolio data to enhance profitability.
INDUSTRY
Insurance and Financial Services
SHORT DESCRIPTION
As a Territory Manager at Nationwide, you will work to protect customers by driving profitability through collaboration with personal lines distribution partners in a hybrid environment.
- physical proximity to assigned territory is not required, though preferred.
Our desire to be the carrier of choice for personal insurance lines motivates our dedication to great products and even better customer service. Success is earned through resourcefulness, a real ability to understand the needs of our distribution partners and their customers and a collaborative approach to work. If you have a competitive spirit, some sales swagger, are results-oriented and consider yourself a people person, we want to know more about you!
As a Territory Manager, you'll be dedicated to driving profitability with personal lines distribution partners in a predominantly virtual manner. You’ll work with a variety of distribution partners, including in size and strategic focus, leveraging the appropriate tools and tactics to drive the desired results for the relationship.
- Understands 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 identifies and implements actions to achieve territory goals
- Leads 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
- Leverages tools and resources available to increase operational efficiency (e.g., Salesforce, Seismic, dashboards and reporting)
- Gathers distribution partner feedback and shares continuous improvement opportunities with business partners across the company
- Collaborates 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
- Completes annual planning process, for appropriate distribution partners, documents agreements in Salesforce, and holds partners accountable to agreements
- Partners with Product, Marketing and other business partners, as appropriate, to identify and act on opportunities within the territory
- Leads portfolio management meetings with the appropriate distribution partners to ensure alignment with (or moving forward) the goals of the territory; monitors portfolio data and analysis to drive profitability and revenue through assigned relationships, focused on both top and bottom line growth
- Manages Complexity: ability to uncover root causes of issues and evaluates risks/benefits of different solution options
- Customer Focus: ability to establish and maintain effective customer/distribution partner relationships
- Ensures accountability: very strong ability to establishes clear responsibilities and processes for monitoring work and measuring results
- Situational Adaptability: proven ability of readily adapting personal/interpersonal behavior and adjust in the moment
- Communicates Effectively: strong level communication and presentation skills
- Plan and Align: expert knowledge of how to break down objectives into appropriate initiatives and actions
- Proven ability to drive results, persuade, collaborate and act with courage
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