Territory Director - Montana/Wyoming

Acuity is seeking a Territory Director in Montana or Wyoming to manage the profitability and production of Acuity products in an assigned geographic area or territory; to professionally promote and ensure that agents understand Acuity’s products, programs, and services better than any other carrier; and, to understand present market conditions and competitiveness of other carriers and agencies in a given geographic area or territory.

ESSENTIAL FUNCTIONS:

• Construct detailed Sales outline for assigned territory, as well as, develop a comprehensive Sales Plan for independent agencies, with specific emphasis on production and profitability and be able to communicate areas of emphasis/improvement to agency principals, managers, agents, and producers to maximize effectiveness of Acuity products.
• Present Continuing Education seminars ranging from topics such as Additional Insureds, Work Comp Claims, Commercial Lines, Contractors, Manufacturing, Personal Lines, Trucking and Acuity U videos.
• Present for appointment those agencies that have the ability to produce profitable volume and fit the profile of professional Acuity agents; in addition, continually review agencies for improvement or potential termination due to volume, unprofitable production, or lack of sustained viability of the Acuity contract.
• Identify and train new agents/CSR’s on Acuity products and services.
• Coordinate agency events for CSR or Agency Reward Luncheons, and general Agent Appreciation Events.
• Oversee and coordinate ‘Breakfast Club’ meetings for Acuity field personnel.
• Actively be involved in face-to-face opportunities with policyholders or prospects. Also, represent Acuity Sales at potential agent conventions or business segment conventions/conferences.
• Seek Personal Lines and Commercial Lines book roll opportunities with assigned agency force.
• Complete a comprehensive Sales Report twice a year for internal and external Acuity personnel.
• Study competitiveness of carriers and affiliated agencies in each city, county, and state to determine adequate market share.
• Identify programs and obtain product information from other carriers, as needed, to determine competitive advantages and disadvantages of Acuity.
• Personally handle and communicate problems that may be presented by the agency with various departments at the Home Office.
• Attend the annual Underwriting & Sales Workshops and regularly scheduled conference calls along with other training webinars.
• Handle Accounting issues, if required, on a monthly basis to verify past due balances and determine appropriate action to be taken.
• Coordinate Underwriter agency visits to better improve efficiency and relationship between the agency and Underwriting.
• Prepare, in advance, weekly itinerary for agency visits to address production, loss ratio, submission quality and activity, and any other general agency issues or concerns.
• Actively pursue any insurance-related designations that might further enhance your ability to perform in the Territory Director capacity, including, but not limited to: CIC, CPCU, CRM, AU, etc.
• Working knowledge of Office 365, Microsoft Word, and Microsoft Excel recommended.
• Must have a valid driver’s license and acceptable motor vehicle record to operate a corporate vehicle.
• Regular and predictable attendance.
• Perform other duties as assigned.
  
  
  

EDUCATION:

Bachelor’s Degree from accredited college or university.

EXPERIENCE:

Five years of insurance, of which three years were served in the field and/or served in a Personal Lines or Commercial Lines Underwriting capacity.

OTHER QUALIFICATIONS:

• Highly motivated, enthusiastic, and knowledgeable in a wide range of Property/Casualty products.
• Willing to travel and capable of working long hours as needed (including possible extended overnight stays).
• Strong working background of the Independent Agency System.
  
  
  

ACUITY PROVIDED EQUIPMENT:

• Company vehicle
• Laptop computer
• iPhone & iPad
• Stipend for desk, chair, and office furniture
  
  
  

This job is classified as exempt.

We are an Equal Employment Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.