Small Business Territory Manager

You have a clear vision of where your career can go. And we have the leadership to help you get there.At CNA we strive to create a culture in which people know they matter and are part of something important ensuring the abilities of all employees are used to their fullest potential.

JOB DESCRIPTION:

Primary Responsibilities (% of time)

Day-to-Day Sales Execution 35%

• Drive individual submission deal flow into Small Business; manage local pipelines and weekly execution plans
• Execute agency growth plans for assigned agencies and prioritized geographies aligning activity to portfolio goals
• Conduct regular in-person and virtual engagement with frontline producers and CSRs including training appetite refresh workflow enablement and quoting navigation
• Create demand for CNAs Small Business products by reinforcing appetite fit speed-to-quote pathways and ease-of-doing-business advantages
• Execute national partner and growth strategies locally as directed by National Sales Executives

Territory & Agency Management 20%

• Own and manage the assigned territory taking accountability for production results pipeline health and execution discipline
• Build and execute agency-level engagement strategies including business planning prioritization training and optimization actions
• Adjust focus across agencies and segments based on performance opportunity and strategic importance

Agent / CSR Enablement & Local Presence 25%

• Become the known face in-market: ensure agencies know who to call what CNA wants to write and how to submit effectively
• Establish credibility as a trusted advisor through product knowledge underwriting appetite clarity and workflow guidance
• Partner with internal stakeholders to coordinate onboarding and ensure early and sustained production from new appointments

Underwriting Connectivity 15%

• Build strong connectivity between Underwriting and the agent-broker community to facilitate account-level collaboration and remove friction
• Reinforce underwriting appetite submission quality standards and best practices to improve hit ratios and conversion
• Help agents and CSRs submit to win by improving fit documentation quality and execution timing

Market Awareness & Performance Management 5%

• Maintain awareness of local market dynamics competitor activity and agent feedback; share insights with Regional Sales Director and partners
• Support portfolio health within the territory by influencing mix of business submission quality and continuity of flow
• Maintain activity discipline across agency visits trainings delivered pipeline movement and conversion actions
• Track results and report progress through the Regional Sales Directors operating cadence
• Provide structured feedback loops from field execution and agent behavior back to regional and national leadership

Qualifications

• 5 years in commercial insurance distribution agency management or sales roles; Small Business experience strongly preferred
• Demonstrated success driving producer and CSR adoption territory growth and improved conversion outcomes
• Proven ability to collaborate effectively with underwriting and internal partners to remove barriers and accelerate flow

Skills Knowledge & Abilities

• Proven ability to drive Small Business submission flow placement behavior and conversion through disciplined local sales execution
• Strong territory and agency management capability including prioritization pipeline stewardship and focus alignment to portfolio goals
• Deep understanding of Small Business agency operations and the ability to influence producer and CSR behavior through clarity and enablement
• Solid working knowledge of Small Business underwriting appetite products and submission quality standards
• Ability to build strong underwritingagency connectivity and facilitate effective account-level collaboration
• Sound business judgment informed by local market dynamics competitive activity and performance trends
• Strong communication and presence with the ability to engage credibly as the known face in-market
• Self-directed and execution-oriented with the discipline to manage travel activity cadence and competing priorities effectively

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In certain jurisdictions CNA is legally required to include a reasonable estimate of the compensation for this District of Columbia California Colorado Connecticut Illinois Maryland Massachusetts New York and Washington the national base pay range for this job level is $72000 to $141000 determinations are based on various factors including but not limited to relevant work experience skills certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees and their family members achieve their physical financial emotional and social wellbeing goals. For a detailed look at CNAs benefits please visit.

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