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Personal lines Territory Manager

May 14, 2025May 14, 2025

Personal lines Territory Manager

CompanyLiberty Mutual
LocationPlano, TX, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level, Senior

Requirements

  • Bachelors` Degree or equivalent industry experience
  • Minimum three+ years of insurance experience within a carrier or agency
  • Knowledge of company services, products, marketing techniques/principles and insurance industry trends
  • Exposure of revenue growth and sales success in a prior role
  • Proven success in developing and building partnerships, decision making and problem solving
  • Working knowledge of the business including production management, claims, loss prevention, underwriting, administration, sales operations and agency business operations
  • Highly effective written and oral communication skills, including presentation, persuasion, timing, tact and negotiation skills
  • High degree of customer focus, interpersonal relationship skills and problem solving
  • Strong analytical thinking, business analytics and business development skills
  • Strong time management and team orientation skills
  • Must be licensed by the state if required
  • Ability to travel up to 25% with occasional overnight travel

Responsibilities

  • Owns and manages assigned territory driving profitable growth to achieve financial and operational targets
  • Leads territory and agency management processes across multiple territories (e.g. Agency prospecting, business planning, engagement, training, compensation, plant optimization, builds and cultivates mutually beneficial agency partnerships virtually with agency ownership, management and frontline staff
  • Establishes position as a trusted advisor while delivering product, underwriting philosophy, appetite and system training, support retention and new business development to increase depth and maximize agency revenue
  • Using agency analysis, insights, internal partner feedback and local marketplace expertise creates and executes high quality agency strategies to achieve direct written premium, profit and new business goals
  • Plans include strategic and tactical components and are aligned with key Personal Lines or Business Lines business strategies including carrier consolidation (book transfer), agency plant expansion, agency marketing & service programs and new product/program rollout support
  • Under limited to moderate supervision, drives and ensures quality of new business flow, appropriate book mix, 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
  • Collaborates, influences and supports internal business partners (underwriting/product management/claims/risk control) to identify and capitalize on opportunities, solve problems, share key competitor and industry intel and provide voice of our agent/customer
  • Collaborates with Personal Lines (PL) or Business Lines (BL) counterparts to effectively partner with shared agency assignments
  • Strategically utilizes internal and external programs and tools designed to support the Independent Agent channel and Territory Manager agency management including all marketing and development programs, new business development tools and internal production/profitability data and analysis
  • Provides guidance on agency initiatives and contributes ideas for continuous improvement

Preferred Qualifications

    No preferred qualifications provided.


TaggedBachelor'sFinance & Operations & StrategyLiberty MutualMid LevelSales & Account ManagementSeniorStrategic Account Management

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