Small Business Territory Manager Virtual

Job Title: Small Business Territory Manager Virtual
Employee Status: Full-time
Schedule: Regular
Location: Westfield Center, OH or open to remote

About Us:
You’re ready to make your mark where people care about each other. Where your work is meaningful. And where your unique perspectives are welcome. Think about joining Westfield, a company focused on what’s most important – the people behind our policies.

Westfield was founded in 1848 by a small group of hard-working farmers who believed in the promise of the future and the power of the individual. Today, as one of the nation’s leading property and casualty (P&C) companies, we remain true to their vision and are dedicated to making a positive difference in our customers’ lives.

Responsibilities :

• Building small business product acumen.
• Remains current on industry topics, trends, competitors, best practices, etc. through research, industry events, networking, etc. Shares knowledge gained with others in SB.
• Responsible for the execution of the Small Business territory strategy for their assigned territory.
• Conducts and/or coordinates onboarding for new agencies, new producers, key agency personnel, etc.
• Serves as the expert in their territory focused on utilizing and building upon their territory knowledge as a competitive advantage including the following:
  • Territory planning and performance analysis.
  • Understanding and building knowledge of the risks facing small business owners.
  • Identifying trends in the insurance industry impacting business.
  • Building small business product acumen.
• Travels as needed to complete other essential functions.
• Acquires competitive and market intelligence through agency engagements and networking. Shares insights gained with Small Business Territory Leader and other key stakeholders for purposes of better positioning Westfield in the marketplace.
• Territory planning and performance analysis.
• Collaborates with and leverages corporate shared services functions to bring the Small Business competitive strategy to life and achieve Small Business results; aligns with corporate governance while maintaining a singular focus on the small business customer. Builds and utilizes strong partnerships to drive alignment for the mutual benefit of both Small Business and the organization.
• Represents and promotes Westfield in their territory through agency contacts (predominately video conferencing, phone and email), networking, and community involvement.
  • Building and maintaining strong relationships with new and existing agencies.
  • Identifies unique opportunities within each agency and connect those opportunities to the right Westfield resources.
  • Provides appropriate levels of support (e.g. underwriting, training, troubleshooting) to agencies in an effort to build and develop a high level of comfort, trust, and brand loyalty to Westfield.
  • Conducts and/or coordinates onboarding for new agencies, new producers, key agency personnel, etc.
  • Partners with Distribution in agency planning and custom compensation.
• Identifies unique opportunities within each agency and connect those opportunities to the right Westfield resources.
• Partners with Distribution in agency planning and custom compensation.
• Provides appropriate levels of support (e.g. underwriting, training, troubleshooting) to agencies in an effort to build and develop a high level of comfort, trust, and brand loyalty to Westfield.
• Identifying trends in the insurance industry impacting business.
• Building and maintaining strong relationships with new and existing agencies.
• Understanding and building knowledge of the risks facing small business owners.
• Responsible for the marketing, business development including achieving the annual growth plan targets, and profitable production of SB insurance products in an assigned territory.

Qualifications:

• Experience collaborating, building effective relationships, and influencing peers and key stakeholders gained through previous work experiences
• Some underwriting experience preferred.
• Bachelor’s degree OR commensurate experience.
• Experience analyzing problems and developing innovation and proactive strategies for resolution.
• Minimum of 3 years of sales and business development and/or territory management experience.
• Experience working in a fast-paced environment while prioritizing and completing work effectively.
• Physical essential functions: ability to work 40 hours in an office environment (sitting, standing, on a computer, etc.), operate office related technology (computer, phone, etc.), travel as required.
• Valid driver’s license and a driving record that conforms to company standards.
• Experience being adaptable and resourceful in various situations.
• Minimum of 3 years of agency relationship management experience.
• Experience collecting, analyzing, and interpreting data to recommend policies and procedures that drive effectiveness and efficiency.
• Minimum of 5 years of Commercial P&C experience.

Westfield offers a Total Rewards program that focuses on compensation, benefits and wellness, and includes perks like 401(k), pension plan, annual incentive, education reimbursement, flex-time, onsite fitness center or gym reimbursement and casual dress. Work/life balance, recognition, and learning and career development are all part of a rewarding career with Westfield.

Learn more about current opportunities at www.westfieldinsurance.com/careers.

We are an equal opportunity employer/minority/female/disability/protected veteran.

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