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Delos Insurance Solutions

Virtual Territory Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeSan Francisco, CA, USA

About the Job

Requirements

  • At least 3 years of experience working with independent insurance agencies in relationship management, account management, or sales.
  • 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.
  • Ability to analyze performance data and identify opportunities for improvement.
  • Strong organizational and time management skills.
  • Ability to work independently in a remote environment, manage multiple priorities, and collaborate effectively.

Responsibilities

  • Build and maintain relationships with assigned independent agencies through 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 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 growth opportunities.
  • 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.

Desired Qualifications

  • Experience onboarding, training, or supporting insurance agents.
  • Experience with HubSpot.

About the Company

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