Sales Manager (Insurance)
New
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NerdWalletInsurance
This role will be remote (based in the U.S.).Full-TimeManager
Salary$92K - $160K; $92K – $160K • Offers Equity • Offers Commission
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Job Details
- Experience
- 3–5 years of experience managing and coaching sales professionals; 7+ years of Property & Casualty insurance experience.
- Required Skills
- Data AnalysisCoachingCRM
Requirements
- 3–5 years of experience managing and coaching sales professionals in a high-volume, metrics-driven environment.
- 7+ years of Property & Casualty insurance experience.
- Active Property & Casualty Insurance License (or ability to obtain quickly).
- Proven success in improving sales performance and achieving team goals.
- Strong understanding of sales KPIs and performance management best practices.
- Experience using dashboards, scorecards, and reporting tools.
- Proficiency with CRM systems, comparative raters, and agency management systems (AMS).
- Excellent communication and coaching skills.
- Bachelor’s degree preferred.
- Experience scaling a sales organization in digital or tech-enabled insurance environments is a plus.
- Professional insurance designations such as CPCU, CIC, or CRM are a plus.
Responsibilities
- Lead, coach, and develop a team of licensed insurance agents in a performance-driven environment.
- Drive accountability against core KPIs including conversion rate, premium production, contact rate, and customer experience metrics.
- Conduct regular coaching sessions, call reviews, and performance evaluations to identify growth opportunities.
- Continuously assess and improve sales workflows and team operations to drive efficiency.
- Collaborate cross-functionally with Product and Operations teams to optimize lead distribution and agent tooling.
- Support hiring and onboarding of new agents.
- Monitor and report on team performance trends using data and dashboards.
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