Senior Territory Manager, Independent Agency Channel - Austin TX Territory at Branch Financial, LLC | Austin, TX, US | Rezi

Senior Territory Manager, Independent Agency Channel - Austin TX Territory at Branch Financial, LLC

Senior Territory Manager, Independent Agency Channel - Austin TX Territory

Branch Financial, LLC · Austin, TX, US

3 weeks ago

Senior Territory Manager, Independent Agency Channel - Austin TX Territory

Branch Financial, LLC · Austin, TX, US

a month ago
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About the Role

Branch’s Senior Territory Manager owns a defined state (or set of states) and grows the volume and quality of business submitted by independent agencies in that territory. You carry a production target and are accountable for hitting it. This is a relationship-first, feet-on-the-street role responsible for building trust, driving adoption of Branch's quoting tools, and coaching agencies toward writing business that fits our appetite. The role replaces a remote, digitally delivered agency management model with an in-person, field-based one. Your presence in the territory is the product. You set your own call plan, decide where your time is best spent across your agency base, and defend those choices against your number. This role sits at the center of Branch's IA go-to-market strategy and reports to the Director, Territory Management.

Responsibilities

  • Own the territory, build and segment a target agency list, and decide where your time goes.
  • Set and iterate on a territory plan.
  • Own the number, carry a production target for bound premium and policy count.
  • Maintain a pipeline view of appointed agencies, quoting trends, and bound premium by agency.
  • Track against target throughout the period, flag gaps early, and adjust your plan to close them.
  • Run and log a consistent cadence of in-person agency visits, lunch-and-learns, and local events.
  • Ask for commitments: Leave priority agency conversations with specific production commitments.
  • Clearly communicate Branch's frictionless value proposition, appetite, and differentiators.
  • Educate agencies on Branch's ideal risk profile so the business they quote binds, retains, and performs.
  • Train stakeholders at agencies to quote in Branch's quoting platform before going into a comparative rater.
  • Grow the share of target agencies that produce with consistency, and re-engage those that go quiet.
  • Regularly address objections agencies and shoppers may have, repositioning Branch as an ideal choice.
  • Transform what you're hearing in-territory into insights that inform broader IA strategy.
  • Partner cross-functionally with Marketing, Product, Underwriting, and Operations to resolve territory-level barriers to production.

Requirements

  • 5+ years in a quota- or target-carrying field sales role where you owned a defined geography or book of business.
  • Demonstrated accountability to a specific production number.
  • Experience influencing the choices of independent professionals.
  • Comfort and experience with managing a high-travel, self-directed field schedule.
  • Strong in-person presentation and group training skills.
  • Consultative selling acumen; able to diagnose why an agency is/isn't producing for Branch and address the actual barriers and opportunities.
  • Demonstrated ability to learn a technical, regulated product well enough to teach it.
  • Applicants must be currently authorized to work in the United States on a full-time basis.
  • Unable to sponsor or take over sponsorship of an employment visa at this time.

Skills

  • Independent agency distribution
  • Territory/field sales
  • SaaS sales
  • Business development
  • Existing relationships with independent agencies in the assigned state(s)
  • Establish credibility and rapport with agency principals and producers
  • P&C insurance experience (preferred but not required)

Location

  • AZ
  • FL
  • GA
  • IL
  • IN
  • IA
  • KS
  • KY
  • MD
  • MI
  • MO
  • NV
  • NC
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • WI
  • Remote

Work Type

  • Remote first
  • Field-based

Experience Level

  • Senior

Salary/Compensations

  • Above-market salary

Benefits

  • Above-market salary
  • Pay equity and transparency
  • Remote-first (with perks)
  • Work from home setup
  • Monthly internet
  • Flexible YouTime
  • $1000 toward your next vacation (after first year)
  • Employee stock options
  • Medical, vision, dental
  • 401k and contribution matching

About the Company

  • Branch is on a mission to make insurance more accessible, so more people can be covered.
  • We innovate using data, tech, and automation to simplify insurance from start to finish.
  • We eliminated inaccurate quotes in favor of real prices, created a better way to bundle, and cut unnecessary costs in the traditional insurance process.
  • We pass those savings along to our members.
  • We are redefining insurance and what it means to work in insurance.
  • Branch has a preference for candidates in Ohio, but is open to candidates located in AZ, FL, GA, IL, IN, IA, KS, KY, MD, MI, MO, NV, NC, OH, PA, SC, SD, TN, TX, and WI.
  • Branch is remote first, with most Branchers choosing to work from home.
  • Our headquarters are located in Columbus, Ohio, where we come together from time to time to build relationships and connect with each other in real life.
  • We also have office space in Columbia and Concordia, Missouri as well as Forreston, Illinois.
  • Once a year, the entire company gathers for “BranchFest”.

Equal Opportunity

  • Branch is an Equal Employment Opportunity employer.
  • All qualified applicants and/or employees will receive consideration for employment without regard to the individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.