Full-Time

Territory Manager

Personal Lines

Posted on 1/17/2025

Nationwide

Nationwide

10,001+ employees

Provides insurance and financial services

Social Impact
Financial Services

Senior, Expert

Pennsylvania, USA + 2 more

More locations: Delaware, USA | Jackson Township, NJ, USA

This is a hybrid role with field travel dependent on physical location and agency needs.

Category
Customer Success Management
Sales & Account Management
Required Skills
Salesforce
Data Analysis
Requirements
  • Strong background in the independent agency channel
  • Carrier-side sales management experience is required
  • Typically eight to ten years of sales or sales management experience
  • Prior property casualty or financial services experience desirable
  • Ability to uncover root causes of issues and evaluate risks/benefits of different solution options
  • Ability to establish and maintain effective customer/distribution partner relationships
  • Very strong ability to establish clear responsibilities and processes for monitoring work and measuring results
  • Proven ability to readily adapt personal/interpersonal behavior and adjust in the moment
  • Strong level communication and presentation skills
  • Expert knowledge of how to break down objectives into appropriate initiatives and actions
  • Proven ability to drive results, persuade, collaborate and act with courage
Responsibilities
  • 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
Desired Qualifications
  • Combination of carrier and agency-side experience is ideal
  • Undergraduate degree preferred

Nationwide provides insurance and financial services to individuals and businesses across the United States. Their product offerings include auto, home, life, and commercial insurance, as well as retirement and investment solutions. The company operates by underwriting insurance policies and managing investment portfolios, earning revenue through premiums, investment income, and fees for financial services. What sets Nationwide apart from its competitors is its focus on leveraging technology to improve claims processing and policy management, along with its commitment to customer service. Additionally, Nationwide partners with organizations to offer financial education and resources, particularly for retirees, aiming to ensure financial security and protect the futures of its clients.

Company Stage

N/A

Total Funding

$769.7M

Headquarters

null, Ohio

Founded

1925

Simplify Jobs

Simplify's Take

What believers are saying

  • AI-driven data analytics can enhance Nationwide's underwriting and risk assessment capabilities.
  • Smart COI networks can streamline compliance and improve customer satisfaction for Nationwide.
  • Comprehensive financial planning solutions align with Nationwide's mission, opening partnership opportunities.

What critics are saying

  • Increased competition from startups like Matic could pressure Nationwide's market share.
  • Growing consumer concerns over data security may impact Nationwide's customer trust.
  • Advancements in AI-powered platforms may challenge Nationwide's technological edge.

What makes Nationwide unique

  • Nationwide partners with organizations to provide financial education, enhancing customer engagement.
  • The company leverages technology to improve claims processing and policy management.
  • Nationwide offers a diverse range of insurance and financial products for individuals and businesses.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Holidays

401(k) Retirement Plan

401(k) Company Match