Senior Territory Manager (Transportation)

We have an exciting opportunity for a Senior Territory Manager in the Waukesha, WI area. The Senior Territory Manager is responsible for overseeing and growing sales within the Waukesha geographic area. This role involves managing relationships with our agents, regional underwriting team and corporate departments. The Senior Territory Manager is also responsible for identifying new business opportunities, ensuring compliance with company policies, and meeting sales targets. The Senior Territory Manager serves as the primary point of contact for partners in the region, providing training, support, and strategic guidance to drive performance and profitability. Strong communication, analytical, and leadership skills are essential for success in this position. The ideal candidate must live within the Waukesha area. 

 

COMPETENCIES AND ESSENTIAL DUTIES

Business Acumen

Sales/Premium Growth

• Develop the agency force that pre-qualifies accounts, in house rates, and assists agency partners to help them write profitable business.
• Develop professional working relationship with agent, regional underwriting and claim teams and corporate departments.
• Conduct thorough evaluation of all prospective agents and submit written recommendation to Regional Vice President.

Profitability

• Profiles personal lines book of business to assist in profitability analysis.

Agency Management

• Provide training to agency plant on new programs, products, services, and systems.

 

Negotiation

Sales/Premium Growth

• Keeps two-way communication between agent and company continuously open and viable.

 

Results Oriented

Sales/Premium Growth

• Monitors agency results and follows up with agent as to growth and compliance with company's initiatives, procedures and policies.
• Stays alert for and shares industry information, new ideas, products, or changes in other carrier philosophies that could positively or adversely affect Penn National Insurance with appropriate colleagues.
• Conduct ongoing agency prospecting within territory to create a pipeline of potential future appointments.

Profitability

• Monitors agency results and follows up with agent as to profitability and compliance with company's initiatives, procedures and policies.
• Facilitate agency reviews with other team members to review agent's performance as compared to established goals and implement corrective actions as needed.

 

Time & Priority Management

Sales/Premium Growth

• Participates in rate reviews as requested (PL &CL).

Agency Management

• Develop annual agency/company marketing plans.

 

Decision Making

Sales/Premium Growth

• Makes consistent underwriting decisions, adheres to company pricing philosophies and promotes ease of doing business with Penn National Insurance

Profitability

• Develop and implement agency action plans to achieve profitability.

Agency Management

• Analyze territory profitability, premium growth, and agency representation, and implement corrective actions where appropriate.

Performs other duties as may be assigned by the President-Partners Mutual or Regional Vice President

 

SPECIAL RELATIONSHIPS

• The Territory Manager reports to the Regional Vice President
• Direct contact with all levels of branch underwriting and supporting claims service office personnel
• Direct contact with all levels of Home Office Underwriting Operations personnel
• Direct contact with agents and insureds
• This position has no internal direct reports

 

QUALIFICATIONS

Education/Credentials

• Four year college degree preferred, with continuing education in specialized insurance courses such as IIA, AU, CPCU, and CIC, as well as other educational experiences that enhance product knowledge and technical business relations. 
• Recommend maintaining an active agent's P&C license in domiciled state.

Experience

• Minimum of five years property/casualty commercial underwriting
• Minimum of three years marketing experience with a Property and Casualty carrier preferred.  
• Agency or broker experience with heavy concentration in underwriting exposure/risk and marketing may substitute for carrier experience

Technical/ Professional Knowledge

• Must have technical underwriting knowledge of the commercial and personal lines of business written by Penn National Insurance
• Effective oral and written communication skills, with the ability to communicate information of a highly technical nature
• Proven sales, negotiations, and solution-selling skills
• Working knowledge and skill in agency and Company automation systems, to include fundamental knowledge on the use of personal computers, with emphasis on Microsoft Office Suite
• Exceptional customer service skills
• Good financial analysis skills
• Excellent time management skills
• Strong commercial and personal lines underwriting analysis skills

 

JOB REQUIREMENTS (as required by ADA – Americans with Disabilities Act)

• This position is primarily a sedentary position that requires occasional standing and walking throughout the office environment.
• Must be able to see and effectively use a computer monitor.
• Must be able to operate a computer, keyboard and applicable printers and other general office equipment.
• Must be able to access and enter information accurately using automated systems.
• Must be able to hear and communicate via the telephone and/or monitoring devices to both internal and external clients.
• Must be able to present information to individuals and groups.
• Must be able to interpret and apply concepts that may or may not be based upon established guidelines.
• Must be able to maintain acceptable attendance and adhere to scheduled work hours.
• Must have a valid driver's license and be able to operate a motor vehicle.
• Must be able to travel, with overnight stays required.

Only candidates from the following states will be considered for opportunities with Penn National Insurance: Alabama, Delaware, Iowa, Maryland, Minnesota, North Carolina, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, Wisconsin.