Description

UE provides liability insurance and risk management services to K-12 schools, colleges, and universities nationwide. UE is owned by a large and diverse membership. With 38 years serving education, we bring deep expertise to our members and focus on delivering an experience that leaves them feeling confident that we understand their needs and offer insights and solutions suited for their unique challenges. These sentiments are echoed in our culture, where we believe that building on and embracing our unique differences and perspectives enables us to better serve our members and fulfill UE’s mission.

Overview:

The Territory Manager is primarily responsible for achieving new business production goals within an assigned territory of mid-south and southeastern US States. The ideal candidate will oversee the business acquisition process for each prospective member from lead generation to service delivery. This role will plan, initiate, execute and report all new business activity to include prospect identification, broker training and technical sales support for new member acquisition and cross sells. In addition, the position will perform initial underwriting analysis, pricing review and documentation on prospects within assigned authority level and coordinate specific underwriting, risk management and claims issues for key accounts or specialized situations when necessary.

This position is open to local candidates and in the following cities: Atlanta, Miami, Dallas, Houston, Jacksonville, Tampa, Nashville, San Antonio, Savannah, and Richmond.

Responsibilities:

Achieve business development results in the territory
Maintain adequate submissions pipeline to meet new business goals
Achieve acceptable underwriting file quality on new business submissions
Develop new relationships with brokers to adequately meet new business goals
Facilitate broker training, identify training gaps, and effectively articulate UE value proposition
Manage new business submission process in alignment with underwriting philosophy
Ensure effective alignment with underwriting philosophy
Actively report results and appropriate diagnostic information
Provide ongoing research and understanding of all education liability products
Provide support to renewal and cross-sell process for existing members
Utilize CRM sales tools to build and execute territory plan to achieve growth in territory or segment.

Requirements:

Minimum of 5 years’ experience in marketing, underwriting or new business production with a national/regional broker or carrier
Highly organized and disciplined to efficiently implement processes that drive successful results in assigned territory or segment
Ability to effectively use various information sources to perform meaningful territory/segment research and analysis
Solid internal and external negotiating skills
Understanding of commercial insurance products, underwriting and claims
General understanding of the education market
Flexibility and ability to travel frequently
Strong technology skills necessary to perform territory management tasks (e.g. Excel, Word, Salesforce or comparable CRM)

Benefits:

Health Insurance — We offer subsidized plan options with an optional pre-tax Health Savings Account (HSA), including an annual employer contribution and investment options. The plans offer a prescription benefit and telehealth.
Dental Insurance — Two plan levels are available, depending on needs.
Vision Insurance —We offer in- and out-of-network options; Lasik discounts are available.
401(k) — UE makes a 3% safe harbor non-elective contribution beginning the first of the month after date of hire; these funds are vested immediately. After one year of service, employees receive a 7% profit sharing non-elective contribution, as well as become eligible for a matched contribution of 25% of the first 5% employee deferral. Employees can make pre-tax contributions or taxed (Roth) salary reductions. Catch-up contributions for employees 50 years old and over. Employer contributions are fully vested three years from eligibility date.
Life Insurance — UE pays for Basic Life Insurance, and employees have the option to apply for additional Voluntary coverage.
Short- and Long-Term Disability Insurance — We offer coverage in the event employees are unable to work for a period of time.
For the first two years of employment, employees accrue PTO at 24 days per year. At the beginning of the third year of service, employees accrue 30 days per year of PTO.
11 paid holidays annually including Juneteenth and an employee choice floating holiday
Bonus eligibility is based on salary earned and performance for the year.
Support for individual growth through sabbaticals, leadership development, mentoring, and tuition assistance
Inclusive and supportive culture that embraces diversity and provides opportunities for all to succeed
Monthly lunches and various social events throughout the year
Opportunities to join the Social Committee, Employee Resource Groups (ERGs), and Inclusion, Diversity, and Equity Alliance (IDEA)

The below annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate’s work experience, education and training, the work location as well as market and business considerations.
Salary Range

$90,000 - $120,000 USD