Small Business Territory Manager

CNA

Boston, MA

JOB DETAILS
SALARY
$72,000–$141,000 Per Year
SKILLS
Best Practices, Brokerage, Business Growth, Business Operations, Business Plan, Cadence, Channel Strategies, Competitive Research, Documentation, Establish Priorities, Field Trials, Insurance, Leadership, National Sales, Onboarding, Performance Management, Problem Solving Skills, Progress Reports, Quality Metrics, Regional Sales, Sales, Sales Pipeline, Small Business, Stewardship, Team Player, Territory Management, Underwriting
LOCATION
Boston, MA
POSTED
1 day ago

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.Key OutcomesIncreased submission flow, new business conversion, and written premium growth into Small Business through disciplined local engagement and executionImproved agent, producer, and CSR clarity on appetite, workflows, and “how to do business” with CNAStrong connectivity between agencies and underwriting, resulting in fewer stalled deals, faster issue resolution, and improved partner experienceExecution of effective territory and agency management plans that support sustainable growth and placement behaviorJob DescriptionPrimary Responsibilities (% of time)Day-to-Day Sales Execution (35%)Drive individual submission deal flow into Small Business; manage local pipelines and weekly execution plansExecute agency growth plans for assigned agencies and prioritized geographies, aligning activity to portfolio goalsConduct regular in-person and virtual engagement with frontline producers and CSRs, including training, appetite refresh, workflow enablement, and quoting navigationCreate demand for CNA's Small Business products by reinforcing appetite fit, speed-to-quote pathways, and ease-of-doing-business advantagesExecute national partner and growth strategies locally, as directed by National Sales ExecutivesTerritory & Agency Management (20%)Own and manage the assigned territory, taking accountability for production results, pipeline health, and execution disciplineBuild and execute agency-level engagement strategies, including business planning, prioritization, training, and optimization actionsAdjust focus across agencies and segments based on performance, opportunity, and strategic importanceAgent / 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 effectivelyEstablish credibility as a trusted advisor through product knowledge, underwriting appetite clarity, and workflow guidancePartner with internal stakeholders to coordinate onboarding and ensure early and sustained production from new appointmentsUnderwriting Connectivity (15%)Build strong connectivity between Underwriting and the agent-broker community to facilitate account-level collaboration and remove frictionReinforce underwriting appetite, submission quality standards, and best practices to improve hit ratios and conversionHelp agents and CSRs “submit to win” by improving fit, documentation quality, and execution timingMarket Awareness & Performance Management (5%)Maintain awareness of local market dynamics, competitor activity, and agent feedback; share insights with Regional Sales Director and partnersSupport portfolio health within the territory by influencing mix of business, submission quality, and continuity of flowMaintain activity discipline across agency visits, trainings delivered, pipeline movement, and conversion actionsTrack results and report progress through the Regional Sales Director's operating cadenceProvide structured feedback loops from field execution and agent behavior back to regional and national leadershipQualifications5+ years in commercial insurance distribution, agency management, or sales roles; Small Business experience strongly preferredDemonstrated success driving producer and CSR adoption, territory growth, and improved conversion outcomesProven ability to collaborate effectively with underwriting and internal partners to remove barriers and accelerate flowSkills, Knowledge & AbilitiesProven ability to drive Small Business submission flow, placement behavior, and conversion through disciplined, local sales executionStrong territory and agency management capability, including prioritization, pipeline stewardship, and focus alignment to portfolio goalsDeep understanding of Small Business agency operations and the ability to influence producer and CSR behavior through clarity and enablementSolid working knowledge of Small Business underwriting appetite, products, and submission quality standardsAbility to build strong underwriting–agency connectivity and facilitate effective account-level collaborationSound business judgment informed by local market dynamics, competitive activity, and performance trendsStrong communication and presence, with the ability to engage credibly as the “known face” in-marketSelf-directed and execution-oriented, with the discipline to manage travel, activity cadence, and competing priorities effectively.In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary 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 CNA's benefits, please visit cnabenefits.com.CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact leaveadministration@cna.com.#J-18808-Ljbffr

About the Company

C

CNA

CNA's approach to research is a modern iteration of the Newtonian principle that complex, dynamic processes are best understood through direct observation of events and people. That was the methodology CNA analysts first applied in the 1940s when they pioneered the field of operations research by helping the Navy address the German U-boat threat. Not content to study the problem from afar, this small group of MIT scientists insisted on deploying with Navy forces in order to observe operations and collect the data needed for meaningful analyses. Their groundbreaking work, and the anti-submarine warfare equations it produced, set a standard for operations research methods that CNA has maintained for 75 years. Today, with more than 500 professionals at our headquarters and 50 researchers in the field, CNA still takes a multi-disciplinary, real-world approach to our work. On-site analysts carefully observe all aspects of a process—people, decisions, actions, consequences—and then collaborate with a headquarters-based research team to assess data and arrive at findings. CNA's objective, empirical research and analysis helps decision makers develop sound policies, make better-informed decisions, and manage programs more effectively. Our work, which in its early decades focused solely on defense-related matters, has grown to include investigation and analysis of a broad range of national security, defense, and public interest issues including education, homeland security and air traffic management. Through our Center for Naval Analyses and Institute for Public Research, we provide public-sector organizations with the tools they need to tackle the complex challenges of making government more efficient and keeping our country safe and strong.
COMPANY SIZE
100 to 499 employees
INDUSTRY
Other/Not Classified
FOUNDED
1940
WEBSITE
https://www.cna.org/