What are the responsibilities and job description for the Territory Manager position at Heritage MGA LLC?
Territory Manager – Connecticut
Location: Connecticut / Significant travel throughout the assigned territory, with occasional travel to other company locations
Company: Narraganset Bay Insurance Company, a subsidiary of Heritage Companies
About the Opportunity
Narraganset Bay Insurance Company is seeking an experienced, results-driven Territory Manager to lead growth and strengthen agency partnerships throughout Connecticut, with a focus on the New Haven market and surrounding areas.
This is an exciting opportunity for an insurance professional who thrives on building relationships, developing business, and turning market opportunities into measurable results. As a Territory Manager, you will serve as a key connection between the company and its agency partners, helping agencies grow their business while advancing the company's strategic goals.
NBIC offers competitive compensation and a comprehensive benefits package, ask your recruiter for a detailed brochure.
Essential Duties and Responsibilities
- Prospect, develop, and grow agency relationships throughout Connecticut through in-person visits, virtual meetings, phone calls, and email.
- Deliver compelling sales presentations to prospective agencies and agency principals.
- Analyze agency performance, revenue, profitability, and production data to identify opportunities and drive results.
- Provide agency owners with performance insights, business development strategies, and recommendations for profitable growth.
- Develop territory and state strategies in partnership with management.
- Build and maintain strong relationships with agency partners and internal stakeholders.
- Train and educate agents on Heritage's underwriting guidelines, procedures, products, programs, website, and web rater.
- Help agency partners understand Heritage resources and ensure alignment with company profitability initiatives.
- Monitor market trends and competitive intelligence and recommend strategies to strengthen Heritage's position in Connecticut.
- Conduct regular agency visits and maintain accurate documentation of agency relationships and activities.
- Manage assigned agencies, including new agency appointments, required documentation, call reports, performance updates, and agency terminations when necessary.
- Communicate agent feedback, product opportunities, and market needs to appropriate internal teams.
- Represent Heritage at agency meetings, industry events, trade shows, and conventions.
- Participate in sales meetings, training programs, and other company initiatives.
- Travel extensively throughout the assigned territory, including frequent overnight travel. Occasional travel to other locations may be required for training, conventions, and company functions.
- Maintain professional and effective communication with colleagues, management, clients, vendors, and agency partners.
- Conduct business in accordance with applicable federal and state regulations and Heritage policies and procedures.
- Perform other duties and responsibilities as assigned.
Key Competencies
- Sales & Business Development – Identifies opportunities, understands market dynamics, builds relationships, and consistently works toward growth objectives.
- Results Driven – Establishes clear goals, takes ownership of outcomes, and uses data and market insights to drive performance.
- Relationship Building – Develops trusted partnerships with agents, agency principals, and internal stakeholders.
- Teamwork & Collaboration – Works effectively across departments and contributes to shared business objectives.
- Organization & Time Management – Effectively manages a remote work environment, territory activity, travel schedule, priorities, and follow-up.
Qualifications
- Minimum of 5 years of insurance industry experience, including at least 3 years of territory management or related sales experience.
- Associate or bachelor's degree strongly preferred.
- P&C insurance license, insurance industry designations, and/or prior insurance agency experience required.
- Proficiency with Microsoft Office and common business technology.
- Strong communication, presentation, relationship-building, and negotiation skills.
- Demonstrated ability to manage a territory independently and consistently deliver results.
- Willingness and ability to travel extensively throughout Connecticut and periodically to other company locations.
- This is a fully remote position, offering the flexibility to work from your home office while maintaining a strong presence throughout the territory through in-person agency visits, meetings, and industry events. Travel to other locations may be required periodically for training, conventions, and other company functions.
General Information
Employment is contingent upon successful completion of a pre-employment background check. Additional screening may be required depending on the position.
This job description outlines the general nature and level of work expected for this position and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Management reserves the right to modify or reassign duties as business needs require.
Heritage Insurance Holdings, Inc. is an Equal Opportunity Employer. Employment decisions are made in accordance with applicable federal, state, and local laws.