Field Agency Relationship Representative - MA/NH

Please note, this role requires approximately 75% travel within Massachusetts and New Hampshire. Candidates must reside in either state. A company vehicle will be provided.

At Preferred, we understand the importance of holistic health. To meet the diverse needs of our employees, we offer a comprehensive set of benefits:

Financial

• Short-term disability, long-term disability, and life insurance coverage are provided at no cost
• Optional benefits include enhanced life insurance and critical illness plans
• 401k plan with an employer contribution that you will receive regardless of your own contribution to the plan
• Pension Plan
• Company-wide short-term incentive plan

Social

• Generous paid time off, offering of 25 days at hire (prorated based on start date for the first year)
• 7 days of paid sick leave
• 10 paid company holidays
• Personalized paid time off after 3 years!

Emotional

• Access to 26 Sessions with BetterHelp for you and up to 5 dependents - at no cost!

Physical

• Medical, dental, and vision coverage options begin on the first day of employment
• Health Savings Accounts (with generous employer contribution) are available

YOUR PURPOSE AND FUNCTION IN OUR COMPANY:

The Agency Relationship Representative is responsible for building and strengthening relationships with independent insurance agencies while driving profitable growth across Personal Lines and Commercial Lines within an assigned territory. Serving as the primary field representative for the territory, this role partners with internal underwriting and claims teams as well as agency personnel to identify growth opportunities, promote company products and capabilities, and deliver an exceptional agency experience.

The Agency Relationship Representative will:

Cultivate Agency Relationships & Manage Assigned Territory

• Develop and maintain strong, professional relationships with independent insurance agencies throughout the assigned territory. Conduct regular in-person agency visits to strengthen partnerships and identify opportunities for profitable growth. Schedule and maintain a structured travel calendar with meetings coordinated in advance. Serve as the primary point of contact for agency partners by providing responsive service, education, and support. Represent the company professionally at agency meetings, networking events, and industry functions.
• Maintain accurate documentation of agency interactions, sales activities, and follow-up actions within the company’s CRM system. Prioritize agency visits based on strategic opportunities, business objectives, and growth potential. Consistently execute territory plans that align with company sales and profitability goals.

Drive profitable growth and retention:

• Promote company products, underwriting appetite, programs, and value proposition to agency partners. Analyze agency production, profitability, and growth opportunities using company reporting tools. Develop agency-specific action plans to increase quote activity, new business production, and overall engagement. Identify opportunities to appoint and develop new agency relationships within the territory.

Collaborate with Underwriting Teams:

• Partner closely with Personal Lines and Commercial Lines Underwriting teams to support agency growth and deliver exceptional service. Coordinate joint agency visits with underwriting partners when appropriate. Share agency feedback, competitive intelligence, and market trends with internal leadership. Partner with Underwriting team and participate in regular Agency Reviews.

QUALIFICATIONS:

• Bachelor’s degree in Business, Marketing, Insurance, or a related field, or equivalent combination of education and experience.
• 3+ years of experience in the property and casualty insurance industry required (sales, underwriting, customer service, or agency experience preferred).
• Working knowledge of Personal Lines and Commercial Lines insurance products.
• Strong organizational and time management skills with the ability to effectively manage multiple priorities and a travel schedule.
• Excellent verbal, written, interpersonal, and presentation skills.
• Strong relationship-building and customer service abilities.
• Experience working with independent insurance agencies preferred
• Proficiency with Microsoft Office, including Outlook, Excel, PowerPoint, and Word.
• Residency in the regional area required, with a valid driver’s license and the ability to travel approximately 75% of the time within the assigned territory. Frequent day travel with occasional overnight travel for meetings, conferences, and company events.
• Property & Casualty license or the ability to obtain one within six months of hire.

KEY CAPABILITIES FOR SUCCESS:

• Relationship Building: Builds and maintains strong, trusted relationships with customers, partners, and internal stakeholders to support long-term success.
• Customer Focus: Understands customer needs and priorities and delivers solutions and experiences that create value and drive satisfaction.
• Sales & Business Development: Identifies and develops new business opportunities, grows existing accounts, and contributes to revenue growth.
• Communication & Presentation Skills: Communicates clearly and persuasively with diverse audiences and effectively presents ideas, solutions, and business proposals.
• Organization & Time Management: Prioritizes effectively, manages multiple responsibilities, and consistently meets deadlines and commitments.
• Business acumen: A solid understanding of business principles, including finance, marketing, and operations is essential for maximizing results with assigned agency plant, as well as an exceptional understanding of Preferred Mutual’s business model.
• Problem Solving: Identifies challenges, analyzes information, and develops practical, effective solutions in a timely manner.
• Adaptability: Responds positively to changing priorities, market conditions, and business needs while maintaining effectiveness and focus.
• Initiative: Proactively identifies opportunities, takes ownership, and acts independently to move priorities and business objectives forward.

PHYSICAL REQUIREMENTS:

• This position requires frequent travel approximately 75% of workdays. This travel is frequent day travel with occasional overnight travel for meetings, conferences, and company events

ABOUT US:

As a mutual company, we are independent by nature, so we think about insurance solutions a little differently. Through listening, problem solving, examining your challenges, and collaborating on the right solutions for you, Preferred Mutual independent agents provide flexible solutions and adapt to your evolving needs. We are People First - committed to creating an environment that fosters the success and well-being of all our people; when our people thrive, our business and communities thrive. We have a flexible and high performing work environment offering opportunities for professional development, challenging careers, and competitive compensation. We also offer a dog in the workplace policy for our canine co-workers. With Preferred, there are no surprises. You can count on us to deliver on our promises and be there when you need us, as your insurance provider and your employer. Preferred Mutual is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

DISCLAIMER:

This role (job) description indicates in general terms, the type and level of work performed as well as the typical responsibilities of employees in this classification. The duties described are not to be interpreted as being all-inclusive to any specific employee. Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Nothing in this position description changes the at-will employment relationship existing between Preferred Mutual Insurance Company and its employees.

The base pay range for this position is $72,500-$100,000 per year paid on a salaried basis. The rate offered to any candidate will be reflective of the candidate’s experience and any relevant education, certification, or qualifications related to their ability to perform the responsibilities of this position as permitted by law.