Territory Manager

Territory Manager Northern California

Location: Fully Remote | Northern California Sacramento, Bay Area, or Central Valley Travel: Significant travel throughout the assigned territory, with occasional travel to Tampa, FL Company: Heritage Insurance Holdings, Inc. headquartered in Tampa, Florida

About the Opportunity

Heritage Insurance is seeking an experienced, results-driven Territory Manager to lead growth and strengthen agency partnerships throughout Northern California, with a focus on the Sacramento, Bay Area, and Central Valley markets.

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 Heritage and its agency partners, helping agencies grow their business while advancing Heritage's strategic goals.

This is a fully remote position, offering the flexibility to work from your home office while maintaining a strong presence in the territory through in-person agency visits, meetings, and industry events. Travel to Heritage's Tampa, Florida headquarters will be required periodically for training and other company functions.

Heritage offers competitive compensation and a comprehensive benefits package.

Essential Duties and Responsibilities

• Prospect, develop, and grow agency relationships throughout the assigned territory 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.
• 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 Tampa and 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.

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, or an equivalent combination of education and experience.
• P&C insurance license, insurance industry designations, and/or prior insurance agency experience preferred.
• 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 Northern California and periodically to Tampa, Florida.

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.

What Heritage Offers

• Competitive compensation
• Comprehensive benefits package
• Opportunity to make a meaningful impact in a growing territory
• Collaboration with an experienced insurance organization
• Regular opportunities for professional development, training, and industry engagement

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.