What are the responsibilities and job description for the Small Business Territory Manager (Indiana) position at Westfield?
LI-DNI
- Executes the Business territory strategy in their designated territory and handles marketing, business development, and achieving annual growth targets for insurance products in the assigned territory.
- Collects, analyzes, and interprets sales data to identify trends, patterns, and opportunities, including examining sales reports, customer data, market research, and other relevant information to gain insights into sales performance.
- Represents and promotes the company within the territory through agency visits, networking, and community involvement. Identifies specific opportunities within each agency and connects them with appropriate company resources.
- Provides necessary support (e.g., underwriting, training, troubleshooting) to agencies to foster trust, comfort, and brand loyalty to the company.
- Collaborates with Distribution Management team in agency planning and customized compensation. Assists in identifying the need for new agencies in the territory and contributes to the agency selection process. Uses their territory knowledge as a competitive advantage, focusing on territory planning, performance analysis, understanding risks, identifying industry trends, and building expertise in insurance products.
- Gathers competitive and market intelligence through agency engagements and networking, sharing insights with Business Territory Leader and other stakeholders. Stays up to date on industry topics, trends, competitors, and best practices through research, industry events, and networking, sharing knowledge within the business segment team. Collaborates with corporate shared services functions to implement the competitive strategy and achieve desired results, while aligning with corporate governance and prioritizing the customer.
- Develops and leverages strong partnerships to drive alignment and mutual benefits for business segments and the organization. Prepares and presents regular sales reports, dashboards, and visualizations to communicate sales performance, trends, and analysis to relevant stakeholders.
- Summarizes findings and provides actionable recommendations. For field roles, only : Expected to drive / travel at least 25% of working time to perform essential functions. This may involve traveling on short notice or other daily driving duties as assigned.
Qualifications
Location
Remote
Behavioral Competencies
