Virtual Territory Manager

United States·San Franciscomid

SalesTerritory Manager

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Quick Summary

Overview

About Delos Insurance SolutionsDelos Insurance Solutions is a tech-enabled MGA focused on underwriting complex homeowners risks, particularly in catastrophe-exposed regions.

Technical Tools

SalesTerritory Manager

Responsibilities

~1 min read

→Build and maintain strong relationships with assigned independent agencies through regular virtual meetings, calls, and outreach.
→Partner with the Enterprise Relationship Lead to support agency growth and strategic initiatives.
→Serve as a primary point of contact for agency questions, concerns, and ongoing support.
→Collaborate with underwriting, operations, and sales teams to resolve issues and improve the agency experience.
→Provide responsive, high-quality service to support agency satisfaction and retention.

Vet, onboard, and support newly appointed agents.
Lead virtual training sessions on Delos products, systems, and underwriting guidelines.
Create and manage onboarding plans to help agents become productive quickly.
Ensure a smooth transition of newly onboarded agencies to the Territory Manager.
Provide ongoing training and resources to help agencies succeed.

Monitor agency production and engagement to identify opportunities for growth.
Use performance data to identify challenges, recommend solutions, and improve results.
Provide guidance and coaching to help agencies increase production.
Maintain accurate agency records, activities, and performance metrics in the CRM.
Follow established onboarding and sales processes to ensure consistency and efficiency.

Requirements

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3+ years of experience working with independent insurance agencies in a relationship management, account management, or sales role.
Experience onboarding, training, or supporting insurance agents preferred.
Proven success managing agency relationships in a virtual environment.
Experience collaborating with internal teams to support business goals.
Ability to travel occasionally, as needed.

Strong written and verbal communication skills.
Ability to build relationships and deliver engaging virtual training sessions.
Proficiency in Google Workspace, Microsoft Excel, and CRM systems (HubSpot preferred).
Ability to analyze performance data and identify opportunities for improvement.
Strong organizational and time management skills.
Self-motivated, proactive, and comfortable working independently in a remote environment.
Collaborative, adaptable, and solutions-oriented.
Ability to manage multiple priorities in a fast-paced environment.