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Branch is a data-driven insurance technology company on a mission to make insurance more accessible through innovation in quoting, bundling, and cost reduction. This Senior Territory Manager role is a field-based, relationship-driven position responsible for growing volume and quality of business from independent agencies across a defined territory (Chicago IL territory).
You will own a defined territory and carry a production target for bound premium and policy count. This is a feet-on-the-street role where your in-person presence is the product. You will build and segment a target agency list, set your own call plan, and decide where your time is best spent across your agency base. Success requires commercial directness—you'll ask agencies for commitments and hold them accountable.
Key responsibilities include: owning the territory and building a segmented agency target list; carrying and tracking a production target for bound premium and policy count; running consistent in-person agency visits, lunch-and-learns, and local events; securing specific production commitments from priority agencies; clearly communicating Branch's value proposition and appetite; educating agencies on Branch's ideal risk profile; training agency stakeholders on Branch's quoting platform; activating and retaining producing agencies; addressing objections directly; reporting competitive intelligence and product gaps back to headquarters; and partnering cross-functionally with Marketing, Product, Underwriting, and Operations to resolve territory-level barriers.
Success is measured by growth in bound premium and policy count against target, quality of business (% of growth matching ideal customer profile: bundled home and auto with coverage between $400k–$1.2m), and agent activation (% of target agencies actively producing with consistency).
Branch is remote-first with headquarters in Columbus, Ohio, and additional office space in Missouri and Illinois. The role reports to the Director, Territory Management and sits at the center of Branch's independent agency go-to-market strategy.
Requirements:
- 5+ years in a quota- or target-carrying field sales role with defined geography or book of business ownership. Independent agency distribution, territory/field sales, SaaS sales, or comparable business development role preferred.
- Demonstrated accountability to a specific production number.
- Experience influencing independent professionals' choices without authority over them.
- Existing relationships with independent agencies in assigned state(s) helpful.
- Comfort and experience managing a high-travel, self-directed field schedule.
- Strong in-person presentation and group training skills; ability to quickly establish credibility and rapport with agency principals and producers.
- Consultative selling acumen; ability to diagnose why an agency is/isn't producing and address actual barriers and opportunities.
- Demonstrated ability to learn technical, regulated products well enough to teach them. P&C insurance experience preferred but not required; expectation of command of underwriting appetite, rating, and agency workflow by end of first quarter.
Candidates must be currently authorized to work in the United States on a full-time basis. Branch has a preference for candidates in Ohio but is open to candidates in AZ, FL, GA, IL, IN, IA, KS, KY, MD, MI, MO, NV, NC, OH, PA, SC, SD, TN, TX, and WI.
