Territory Director

ACUITY Insurance in Cottage Grove, OR

  • Industry: Executive Management - Engineering/Production
  • Type: Full Time
  • Compensation: $60,440.00 - 100,940.00 / Year*
position filled

Overview



Acuity is seeking a Territory Director to manage the profitability and production of Acuity standard insurance products in the Portland, Oregon area. The Territory Director professionally promotes and ensures that agents understand Acuity s products, programs, and services better than any other carrier; and, understands present market conditions and competitiveness of other carriers and agencies in this geographic area.

Responsibilities



ESSENTIAL FUNCTIONS:
  • Construct detailed Sales outline for assigned territory, as well as, develop a comprehensive Sales Plan for independent agencies, with specific emphasis on production and profitability and be able to communicate areas of emphasis/improvement to agency principals, managers, agents, and producers to maximize effectiveness of Acuity products.
  • Present Continuing Education seminars ranging from topics such as Additional Insureds, Claims, Commercial Lines, Contractors, Manufacturing, Personal Lines, Trucking and Acuity U videos.
  • Present for appointment those agencies who have ability to produce profitable volume and fit the profile of professional Acuity agents; in addition, continually review agencies for improvement or potential termination due to volume, unprofitable production, or lack of sustained viability of the Acuity contract.
  • Identify and train new agents/CSR s on Acuity products and services.
  • Coordinate agency events for CSR or Agency Reward Luncheons, and general Agent Appreciation Events.
  • Oversee and coordinate 'Breakfast Club' meetings for Acuity field personnel.
  • Actively be involved in face-to-face opportunities with policyholders or prospects. Also, represent Acuity Sales at potential agent conventions or business segment conventions/conferences.
  • Seek Personal Lines and Commercial Lines book roll opportunities with assigned agency force.
  • Complete a comprehensive Sales Report twice a year for internal and external Acuity personnel.
  • Study competitiveness of carriers and affiliated agencies in each city, county, and state to determine adequate market share.
  • Identify programs and obtain product information from other carriers, as needed, to determine competitive advantages and disadvantages of Acuity.
  • Personally handle and communicate problems that may be presented by the agency with various departments at the Home Office.
  • Attend the annual Underwriting & Sales Workships and regularly scheduled conference calls along with other training webinars.
  • Handle Accounting issues, if required, on a monthly basis to verify past due balances and determine appropriate action to be taken.
  • Coordinate Underwriter agency visists to better improve efficiency and relationship between the agency and Underwriting.
  • Prepare, in advance, weekly itinerary for agency visits to address production, loss ratio, submission quality and activity, and any other general agency issues or concerns.
  • Actively pursue any insurance-related designations that might further enhance your ability to perform in the Territory Director capacity, including, but not limited to: CIC, CPCU, CRM, AU, etc.
  • Working knowledge of Lotus Notes, Microsoft Word, and Microsoft Excel recommended.
  • Regular and predictable attendance.
  • Performs other duties as assigned.

Qualifications



EDUCATION:

Bachelor s Degree from accredited college or university

EXPERIENCE:

Five years of insurance, of which three years were served in the field and/or served in a Personal Lines or Commercial Lines Underwriting capacity

OTHER QUALIFICATIONS:
  • Highly motivated, enthusiastic, and knowledgeable in wide range of Property/Casualty products
  • Willing to travel and capable of working long hours; as needed (including possible extended overnight stays)
  • Strong working background of Independent Agent System
This position is classified as exempt.
Associated topics: design, engineering, manufacture, product, product manager, production, program manager, quality

* Estimated salary


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