About the Role.
The Territory Manager is accountable for helping PURE profitably and sustainably achieve its membership and premium growth targets in the assigned geography by maintaining highly productive trading relationships with independent brokers and other centers of influence.
Reporting to the VP, Regional Executive, the Territory Manager collaborates closely with Underwriting partners and plays a leading role in all pipeline management and producer management initiatives.
What You'll Do.
Serve as the primary business development partner for a defined set of brokers.
Conduct regular meetings and sales calls to broker partners to execute defined plans, measure progress, and achieve established KPI’s.
Identify, appoint, and effectively onboard new brokers.
Implement strategies to increase production with the intent of writing profitable business.
Increase large account production among a short list of specified broker partners.
Proactively manage underperforming brokers, as needed.
Build relationships and positive awareness of PURE among important COIs; and,
Explore/advance new partnerships and programs to grow the PURE membership including; Family Offices, Wealth Management Firms, Risk Management firms, Real Estate, etc.
Establish personal relationships with a network of influential PURE promoters who unsolicited and willingly share their enthusiasm for PURE with others.
Actively participate and collaborate with key internal stakeholders for the development of the region/territory growth and profit plan and oversee its successful execution.
What You’ll Need.
5+ years of personal lines property and casualty insurance experience in sales, marketing, or underwriting.
A bachelor's degree is preferred.
Frequent travel within assigned territory.
Overnight travel may be required.
Experience working with high-net-worth clients preferred.
Comfort level calling on wealth advisors and other centers of influence.
Solid analytical and problem-solving skills.
Agile learner who can quickly absorb information and apply it to current business situations.
Demonstrated ability to influence, lead, and inspire others.
Demonstrated progression of increasing responsibility.
Extraordinary at multi-tasking.
Excellent interpersonal, listening, organizational, written, and oral communication skills.
Ability to quickly establish trust and credibility.
Consistently exhibit team spirit and enthusiasm.
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What We Do
We're a member-owned property and casualty insurer designed exclusively for financially successful families and driven by a purpose of doing what is right for our members. We provide exceptional service, hospitality and care, we partner with our members to help prevent losses and we create smart insurance solutions at fair prices.
We aim for our members to love their insurance. It is our mission is to create a membership experience so compelling that our members never want to leave.
Who We Are
We want to be transparent about what we expect from each other. From PURE, you can expect:
Opportunities to stretch and grow: your professional and personal development matters to us. We’re committed to providing experiences through on-the-job learning and professional development that increase your impact and rewards.
Clarity and kindness: you can rely on us to be open, honest and supportive, offering clarity on what success looks like.
Support in good times and bad: we believe in showing up for each other consistently, not only when it’s easy. You can expect a thoughtful partner, even when we disagree.
A community that cares: we are committed to sustaining a community in which each person feels cared for as an individual. We lift each other up, celebrate wins together and support one another through challenges in work and life.
Who You Are
All of the strongest relationships are a partnership- a two way street. So here’s what we ask of you:
- Aim to bring your best every day: you’re here because you want to be part of a team that makes a real impact and aims high.
- Be a student and a teacher: share your knowledge and talents and be willing to listen and learn from those around you.
- Get comfortable being uncomfortable: we face tough moments and obstacles with a “courage over comfort” approach and a positive, solutions-oriented mindset.
- Be a culture builder: building a positive culture is everyone's responsibility, based on care, respect and openness to diverse perspectives.
Want to Learn More?
- [Our Values]
- [Our Benefits]
- [Our Community Impact]
- [Our Leadership]
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