Senior Territory Manager, Independent Agency Channel - Salt Lake City UT Territory at BranchInsurance

Job description

About Branch Branch is on a mission to make insurance more accessible, so more people can be covered. We innovate using data, tech, and automation to simplify insurance from start to finish—we eliminated inaccurate quotes in favor of real prices, created a better way to bundle, and cut unnecessary costs in the traditional insurance process. Then we pass those savings along to our members. Basically, we’re doing insurance the way it was meant to be. But we didn’t just create the insurance we’ve always wanted, we also created the company we’ve always wanted to work for. As we redefine insurance, we also want to redefine what it means to work in insurance. Find out for yourself. Branch has a preference for candidates in Ohio, but is open to candidates located in AZ, FL, GA, IL, IN, IA, KS, KY, MD, MI, MO, NV, NC, OH, PA, SC, SD, TN, TX, and WI. Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to sponsor or take over sponsorship of an employment visa at this time. Branch is remote first, with most Branchers choosing to work from home. Our headquarters are located in Columbus, Ohio, where we come together from time to time to build relationships and connect with each other in real life. We also have office space in Columbia and Concordia, Missouri as well as Forreston, Illinois. Once a year, the entire company gathers for “BranchFest”, a highlight of the year for many Branchers. About the role Branch’s Senior Territory Manager owns a defined state (or set of states) and grows the volume and quality of business submitted by independent agencies in that territory. You carry a production target and are accountable for hitting it. This is a relationship-first, feet-on-the-street role: you'll be the face of Branch to agency principals and producers, responsible for building trust, driving adoption of Branch's quoting tools, and coaching agencies toward writing business that fits our appetite. The role replaces a remote, digitally delivered agency management model with an in-person, field-based one. Your presence in the territory is the product. You set your own call plan, decide where your time is best spent across your agency base, and defend those choices against your number. The most successful Territory Managers are commercially direct. They are comfortable asking an agency for a commitment and holding them to it. They diagnose why an agency isn’t producing and they reframe objections around total value. They run a disciplined week without anyone telling them where to be and they bring what they hear in the field back to Branch in a form the business can act on. This role sits at the center of Branch's IA go-to-market strategy and reports to the Director, Territory Management. Key Responsibilities • Own the territory. Build and segment a target agency list OR Manage a segmented target agency list], and decide where your time goes - which relationships to build, which to rebuild, which to prioritize against your production target. You set and iterate on a territory plan; your manager reviews it. • Own the number. Carry a production target for bound premium and policy count in your territory. Maintain a pipeline view of appointed agencies, quoting trends, and bound premium by agency. Track against target throughout the period, flag haps early, and adjust your plan to close them. • Get in front of agents. Run and log a consistent cadence of in-person agency visits, lunch-and-learns, and local events to build face-to-face relationships with principals and producers. • Ask for commitments : Leave priority agency conversations with specific production commitments • Pitch Branch effectively. Clearly communicate Branch's frictionless value proposition, appetite, and differentiators and ensure target producers understand Branch’s core value. • Drive quality quoting behavior. Educate agencies on Branch's ideal risk profile so the business they quote binds, retains, and performs. • Champi