Farmers Insurance Field Territory Manager - Orange County in Orange County, California

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/ / * / Territory Manager // will analyze independent agency activity within a portfolio of assigned independent agencies in Orange County / * / Virtual Office // – must live in Orange County, Long Beach or Southeast Los Angeles County / * / Salary Commission // , company car, 4% 401K deposit and a 6% 401K match along with other competitive benefits / * / Bilingual Spanish preferred / / / / About Foremost Insurance - // /

Job Summary

  • Analyzes independent agency activity within a portfolio of assigned independent agencies and associated premium under management to understand trends and is responsible for realizing premium and profit objectives for those agencies and the portfolio.
  • Activities performed to achieve those objectives may include training on products, systems, service, and underwriting, book transfers, development of existing agencies, new business growth and retention, or prospecting for new agencies.
  • Serves as the primary contact point for agency support staff to build and maximize the agency/company relationship for Personal Lines; Specialty Lines and Commercial Lines products.

    Essential Job Functions

  • Serves as the primary contact for operations, systems and policy training for agency products as well as liaison for resolving policy service and billing issues for assigned agencies and products.

  • Utilizes technology to manage agency data and the performance of the portfolio under management.
  • Documents agency contacts as well as competitor changes as they occur.
  • Maintains up to date information for Merchandising and Business Development as well as other functional areas.
  • Builds and maintains agency/company relationships in order to maximize product penetration and sales within the agency.
  • Coordinates with the book transfer unit to ensure timely processing of all applications, follows up with the agency contact for additional information, monitors and tracks the hit ratios and successful completion of each committed transfer.
  • In conjunction with the agency education strategy, coordinates and delivers new and on-going training on products and systems for all product lines within the agency.
  • Active in geographic territory of the assigned portfolio of agencies, prospecting for new agencies as well as business development opportunities.
  • Analysis of agency operations and quoting/profiling potential book transfer opportunities are included in this function.
  • Promotes industry knowledge by coordinating and attending industry events and participating in continuing education and other learning opportunities.
  • Promotes agencies’ use of company-provided education and learning resources. Prepares and maintains a market analysis, including competitor information in order to provide input on distribution, product, price and promotion strategies.
  • Promotes safety at all times and complies with safety/ergonomic standards as outlined in relevant company published manuals. Performs other duties as assigned.

    Physical Actions

    Required job duties are essentially sedentary work consisting of occasional walking, standing, lifting and/or carrying 20 lbs., seeing, hearing, reaching and driving.

    Physical Environment

    Required job duties are normally performed in a climate controlled office environment, with some exposure to uncontrolled outside environmental conditions and frequent travel via automobile and/or commercial transportation.

    Education Requirements

    Four-year college degree preferred. Attainment of CIC, CPCU or Insurance License preferred but not required.

    Experience Requirements

    Minimum of five years insurance sales or other industry sales experience.

    Special Skill Requirement

    Proficient in required technology and software.

    Farmers is an equal opportunity employer, committed to the strength of a diverse workforce.

Job: *Sales & Distribution

Organization: *Farmers Insurance

Title: Field Territory Manager - Orange County

Location: California-Orange County

Requisition ID: 1900019W

Other Locations: United States-California-Los Angeles, United States-California-Long Beach