Distribution Consultant

Company Details

Berkley Southwest offers commercial property and casualty products and services through independent agents in Arizona, Arkansas, New Mexico, Oklahoma and Texas. We maintain a strong local presence in each of our markets, keeping underwriting and support close to the customer.

 

Now more than ever, financial strength is critical to a successful, long term insurance relationship. Berkley Southwest is a member company of W. R. Berkley Corporation, a Fortune 500 company, whose insurance company subsidiaries are rated A+ (Superior) by A.M. Best.  

 

This position can either be fully remote in Austin, TX or be based in our San Antonio, TX office (preferred) where we offer a hybrid work schedule with 4 days in the office; and 1 day remote where it makes sense to do so.

 

The company is an equal opportunity employer. #LI-AV1 #LI-Remote

 

Responsibilities

The Territory Manager is responsible for optimizing the profitable growth over the long term in an assigned geographic territory.  You'll be responsible for the development and execution of industry leading go-to-market and sales strategies while developing and maintaining highly effective sales relationships with both external (e.g. independent agents) and internal customers (e.g. underwriters). Will partner and collaborate with underwriters to effectively communicate appetite, drive submissions, manage new business quotes, deliver proposals, and assist in renewal retentions in the overall effort to drive success with assigned independent agencies. Responsibilities also include development and execution of business development plans, market research, competitive intelligence, product intelligence, collaboration with interdisciplinary teams, and achieving both production and profitability targets.

 

What you can expect:

• Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in talent
• Internal mobility opportunities 
• Visibility to senior leaders and partnership with cross functional teams
• Opportunity to impact change
• Benefits – competitive compensation, paid time off, comprehensive wellness benefits and programs, employer funded health savings account, profit sharing, 401k, paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education 

 

We'll count on you for:  

 

Communication: 

• Conduct regular phone calls and visits with agency principals, producers and CSRs with pre-defined agenda topics related to production, individual accounts (including pipeline development), competition and products
• Build and maintain the highest level of collaboration with underwriting; proactively communicating with underwriting associates while partnering on all aspects of submission flow, quote management, proposals, and renewal retention

Customer Focus & Team Work:  

• Serve as Regional Sales Director of the assigned territory; provides leadership in the areas of business development, agency relationships, go-to market strategy, and client service
• Deliver on the differentiated service plans for identified independent agents
• Coordinate marketing efforts of independent agents to ensure alignment with strategic plans and objectivesProvide business development, marketing skills and expertise to the territory by leading and mentoring underwriting associates and by effectively collaborating to achieve target profit and production goals
• Actively participate in professional societies, associations and events to support the Berkley Southwest

Flexibility:

• Take an innovative and entrepreneurial approach to identifying and developing new business opportunities, sales strategies, customer service and engagement strategies
• Contributes to other projects and duties as requested by leadership

Delivering Results: 

• In collaboration with the Chief Sales and Marketing Officer, develop and execute on the annual territorial business development plan and the strategies, tactics, and resources necessary to achieve and exceed regional objectives
• Conduct market needs analyses among potential new business sectors to identify strategies for long term growth development
• Coordinate and leverage incentive-based agency ranking and monitors and recommends changes where applicable
• In collaboration with the Chief Sales and Marketing Officer conducts essential market research; maintaining superior knowledge of competitor products and capabilities along with market trends
• Utilize key reporting tools and client relationship management software to track, measure and analyze performance

Technical & Job Excellence:

• Ensure all marketing communications are coordinated and supportive of the marketing plan objectives and is an effective use of company resources
• Provide input and support to the Company’s leadership in the development of programs, affiliations and partnership arrangements

Accountability:

• Provide business development, marketing skills and expertise to the territory by leading and mentoring underwriting associates and by effectively collaborating to achieve target profit and production goals

Qualifications

What you need to have:

• Bachelor’s Degree in Marketing, Business Administration, or other relevant discipline or equivalent combination of education and experience
• 3+ years of experience and a demonstrated track record of accomplishments in business development, marketing and/or underwriting
• Ability to work effectively with independent agents, underwriters, associates and senior leaders
• Excellent interpersonal skills, business acumen, and sound business judgment
• Valid Drivers License and the ability to travel to visit agents within the  South Texas region 

What makes you stand out:

• Strong aptitude for analyzing and translating data
• Capable of effectively communicating with a diverse range of individuals and teams
• Experience in areas of strategic planning and marketing, business and market development, and market research and planning in commercial lines insurance

Additional Company Details

We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Sponsorship Details

Sponsorship not Offered for this Role