Virtual Territory Manager

Position Overview

The Client Relationship Lead is responsible for building and maintaining strong relationships with assigned independent insurance agencies. This remote position focuses on onboarding and training new agents, supporting agency engagement, and driving production growth primarily through virtual interactions.

In this role, you will serve as a key point of contact for agency partners, ensuring a smooth onboarding experience, providing ongoing support, and helping agencies succeed with Delos. You will also collaborate with internal teams to strengthen agency relationships and improve overall performance.

Key Responsibilities

Agency Relationship Management

• Build and maintain strong relationships with assigned independent agencies through regular virtual meetings, calls, and outreach.
• Partner with the Enterprise Relationship Lead to support agency growth and strategic initiatives.
• Serve as a primary point of contact for agency questions, concerns, and ongoing support.
• Collaborate with underwriting, operations, and sales teams to resolve issues and improve the agency experience.
• Provide responsive, high-quality service to support agency satisfaction and retention.

Agent Onboarding and Training

• Vet, onboard, and support newly appointed agents.
• Lead virtual training sessions on Delos products, systems, and underwriting guidelines.
• Create and manage onboarding plans to help agents become productive quickly.
• Ensure a smooth transition of newly onboarded agencies to the Territory Manager.
• Provide ongoing training and resources to help agencies succeed.

Agency Performance and Growth

• Monitor agency production and engagement to identify opportunities for growth.
• Use performance data to identify challenges, recommend solutions, and improve results.
• Provide guidance and coaching to help agencies increase production.
• Maintain accurate agency records, activities, and performance metrics in the CRM.
• Follow established onboarding and sales processes to ensure consistency and efficiency.

Qualifications

Experience

• 3+ years of experience working with independent insurance agencies in a relationship management, account management, or sales role.
• Experience onboarding, training, or supporting insurance agents preferred.
• Proven success managing agency relationships in a virtual environment.
• Experience collaborating with internal teams to support business goals.
• Ability to travel occasionally, as needed.

Skills and Abilities

• Strong written and verbal communication skills.
• Ability to build relationships and deliver engaging virtual training sessions.
• Proficiency in Google Workspace, Microsoft Excel, and CRM systems (HubSpot preferred).
• Ability to analyze performance data and identify opportunities for improvement.
• Strong organizational and time management skills.
• Self-motivated, proactive, and comfortable working independently in a remote environment.
• Collaborative, adaptable, and solutions-oriented.
• Ability to manage multiple priorities in a fast-paced environment.

Compensation and Benefits

• Competitive salary plus equity stock options.
• Unlimited PTO, sick leave, and company-observed holidays.
• Comprehensive medical, dental, vision, and life insurance, with Delos covering 75% of premiums, including dependent coverage.
• 401(k) retirement savings plan.
• Professional development opportunities and tuition assistance.