What are the responsibilities and job description for the Territory Manager - Personal Lines (Eastern Pennsylvania / Philadelphia & Delaware) position at Nationwide Private Client?
If you’re passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.
Territory : Eastern Pennsylvania / Philadelphia & Delaware
- physical proximity to assigned territory is not required, though preferred.
This is a hybrid role where the amount of field travel will be dependent upon physical location and agency needs.
Successful candidates will have a strong background in the independent agency channel. Carrier-side sales management experience is required; a combination of carrier and agency-side experience is ideal.
Compensation Grade : G.SD130
LI-MS1
LI-REMOTE
Job Description Summary
At Nationwide, we find purpose in protecting people, businesses and futures with extraordinary care – and we’ve been doing that since 1926. Our financial strength and caring culture extend beyond our associates into the communities we serve. You really can feel the difference at Nationwide, which is why we continue to be named one of the Fortune 100 Best Companies to Work For. Check out why others think we’re a great place to work, too, and let us know – can you see yourself at Nationwide?
Our desire to be the carrier of choice for personal insurance lines motivates our dedication to great products and even better customer service. Success is earned through resourcefulness, a real ability to understand the needs of our distribution partners and their customers and a collaborative approach to work. If you have a competitive spirit, some sales swagger, are results-oriented and consider yourself a people person, we want to know more about you!
As a Territory Manager, you'll be dedicated to driving profitability with personal lines distribution partners in a predominantly virtual manner. You’ll work with a variety of distribution partners, including in size and strategic focus, leveraging the appropriate tools and tactics to drive the desired results for the relationship.
Job Description
Key Responsibilities :
Understands the strategic and operational goals of assigned territory and individual distribution partners, to identify mutually beneficial solutions, leveraging data and analytics, local marketplace information and competitor knowledge
Proactively identifies and implements actions to achieve territory goals
Leads new business and transfer process, including but not limited to, identification of new transfer and new business appointments, sets expectations for expected results and manages to the commitments, and ensures delivery of new or transferred business production
Leverages tools and resources available to increase operational efficiency (e.g., Salesforce, Seismic, dashboards and reporting)
Gathers distribution partner feedback and shares continuous improvement opportunities with business partners across the company
Collaborates with personal lines and farm geography partners and other Nationwide counterparts, such as claims and servicing, on problem solving, educating, promoting, reviewing sales practices and providing input
Completes annual planning process, for appropriate distribution partners, documents agreements in Salesforce, and holds partners accountable to agreements
Partners with Product, Marketing and other business partners, as appropriate, to identify and act on opportunities within the territory
Leads portfolio management meetings with the appropriate distribution partners to ensure alignment with (or moving forward) the goals of the territory; monitors portfolio data and analysis to drive profitability and revenue through assigned relationships, focused on both top and bottom line growth
May perform other responsibilities as assigned.
Reporting Relationships : Reports to Sales Associate Vice President or Vice President; individual contributor role.
Typical Skills and Experiences :
Education : Undergraduate studies in general business, insurance, sales, marketing or related fields; degree preferred.
Experience : Typically eight to ten years of sales or sales management experience. Prior property casualty or financial services experience desirable.
Knowledge, Abilities and Skills :
Manages Complexity : ability to uncover root causes of issues and evaluates risks / benefits of different solution options
Customer Focus : ability to establish and maintain effective customer / distribution partner relationships
Ensures accountability : very strong ability to establishes clear responsibilities and processes for monitoring work and measuring results
Situational Adaptability : proven ability of readily adapting personal / interpersonal behavior and adjust in the moment
Communicates Effectively : strong level communication and presentation skills
Plan and Align : expert knowledge of how to break down objectives into appropriate initiatives and actions
Proven ability to drive results, persuade, collaborate and act with courage
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager’s leader and Human Resource Business Partner.
Values : Regularly and consistently demonstrates the Nationwide Values.
Job Conditions :
Overtime Eligibility : Exempt (Not eligible)
Working Conditions : Typically work from a remove location. Occasional travel within assigned district. A valid driver's license and safe driving record are required.
ADA : The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Benefits
We have an array of benefits to fit your needs, including : medical / dental / vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more.
