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Liberty Mutual Insurance · 9 hours ago

Business Lines Territory Manager

Walnut Creek, CA

Full-time

Hybrid

Mid Level

3+ years exp

Liberty Mutual Insurance is seeking a Business Lines Territory Manager to own and manage an assigned territory, driving profitable premium growth to achieve financial and operational goals. The role involves managing broad agency partnerships and optimizing territory performance while collaborating with internal business partners to achieve business objectives.

FinanceFinancial ServicesInsurance

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, etc)

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

Performs other duties as assigned

Qualification

Insurance experienceSales successPartnership developmentBusiness analyticsAnalytical thinkingCommunication skillsTeam orientationTime managementProblem solvingCustomer focusNegotiation skillsPresentation skillsInterpersonal skillsDecision making

Required

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