Senior Territory Manager
Job Description
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Branchâs 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: you'll be the face of Branch to agency principals and producers, 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.
The most successful Territory Managers are commercially direct. They are comfortable asking an agency for a commitment and holding them to it. They diagnose why an agency isnât producing and they reframe objections around total value. They run a disciplined week without anyone telling them where to be and they bring what they hear in the field back to Branch in a form the business can act on.
This role sits at the center of Branch's IA go-to-market strategy and reports to the Director, Territory Management.
Key Responsibilities
Own the territory. Build and segment a target agency list or manage a segmented target agency list, and decide where your time goesâwhich relationships to build, which to rebuild, which to prioritize against your production target. You set and iterate on a territory plan; your manager reviews it.
Own the number. Carry a production target for bound premium and policy count in your territory. 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.
Get in front of agents. Run and log a consistent cadence of in-person agency visits, lunch-and-learns, and local events to build face-to-face relationships with principals and producers.
Ask for commitments: Leave priority agency conversations with specific production commitments.
Pitch Branch effectively. Clearly communicate Branch's frictionless value proposition, appetite, and differentiators and ensure target producers understand Branchâs core value.
Drive quality quoting behavior. Educate agencies on Branch's ideal risk profile so the business they quote binds, retains, and performs.
Champion staff-first quoting. Train the relevant stakeholders at agencies to quote in Branch's quoting platform before going into a comparative rater.
Activate and retain producing agencies. Grow the share of target agencies that produce with consistency, and re-engage those that go quiet.
Address objections directly. Regularly address objections agencies and shoppers may have, repositioning Branch as an ideal choice for their business.
Report back on the ground truth. Transform what you're hearing in-territoryâcompetitive intel, pricing friction, product gapsâinto insights that inform broader IA strategy.
Partner cross-functionally with Marketing, Product, Underwriting, and Operations to resolve territory-level barriers to production.
How Success Is Measured
Growth: Bound premium and policy count from assigned territory, measured against target.
Quality of business: % of growth against ideal customer profile (bundled home and auto customers with CovA between $400k-$1.2m).
Agent activation: % of target agencies actively producing with consistency.
Skills, Knowledge, and Expertise
5+ years in a quota- or target-carrying field sales role where you owned a defined geography or book of business. Independent agency distribution, territory/field sales, SaaS sales, or a comparable business development role preferred.
Demonstrated accountability to a specific production number.
Experience influencing the choices of independent professionals; your success depended on people choosing your product/service over alternatives, not on authority over them.
Existing relationships with independent agencies in the assigned state(s) are helpful.
Comfort and experience with managing a high-travel, self-directed field schedule.
Strong in-person presentation and group training skills, with the ability to quickly establish credibility and rapport with agency principals and producers.
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. P&C insurance experience is preferred but not requiredâweâll train the product and expect command of underwriting appetite, rating, and agency workflow in the first quarter.
Why Join Us at Branch?
Weâre all about getting back to getting each otherâs backâso we provide benefits that let you work and live to your fullest.
Above-market salaryâBranch is a data-driven company, so we do the math on salaries, too. If you get an offer from Branch, you can expect compensation that hits above the mark.
Pay equity and transparencyâOur pay isnât just market-driven, itâs equitable. We let experience and performance drive your success, never your gender, race, orientation, or beliefs.
Remote-first (with perks)âWork from where youâre most comfortable. Weâll take care of your work-from-home setup and monthly internet. We also have a Columbus headquarters if youâd like to join us in an office.
Flexible YouTimeâWe donât just let you control your own time off. We actually encourage you to use it. After your first year at Branch, weâll give you $1000 toward your next vacation.
Employee stock optionsâYouâre not just an employee. If youâre full-time, youâre also a part-owner. Youâll have stock options so you can invest in the company youâre helping to grow.
Medical, vision, dentalâGet all the coverage you need for a healthy, happy life.
401k and contribution matchingâInvest in your future. Branch helps you get to retirement on time with a portion of your contributions matched each month.
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Branch
View Company ProfileBranch is a leading workforce payments platform that bridges the gap between companies and their workers. It provides businesses with a faster, fee-free way to pay employees and contractors, offering instant access to earned wages, tips, and mileage reimbursements. For workers, the Branch app acts as a digital wallet and fee-free bank account, empowering them to manage their finances, avoid overdraft fees, and get paid immediately after their shift ends.
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