Insurance Sales Manager Job Description
Insurance sales manager
provides sales support as a Personal and Commercial Lines Insurance Producer.
Insurance Sales Manager Duties & Responsibilities
To write an effective insurance sales manager job description, begin by listing detailed duties, responsibilities and expectations. We have included insurance sales manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Occasional travel between locations may be required
Supervise all new annuity and insurance accounts and trades
Serve as subject matter expert providing information and/or research to other Central Supervision Unit (CSU) Sales Supervision Managers and business partners
Supervision of new annuity and insurance accounts and trades
Communicate with advisors and field leaders regarding results of supervisory activity including one-on-one coaching and delivering sensitive messages
Serve as subject matter expert to a range of business partners and other Central Supervision Unit (CSU) Sales Supervision Managers
Monitor agent break time adherence and report to team manager/lead if outside of guidelines
Collaborate with IT to optimize conversion from consumer quoting sites and configure sales tools (CRM, needs analysis, insurance quoting, case management)
Work closely with Manager Sales Delivery Bank & Insurance partners to provide sales effectiveness support to the Bank channel
Partner with Performance Management and Manager Sales Delivery to understand and monitor business performance results and make changes to the sales strategy as required
Insurance Sales Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Insurance Sales Manager
List any licenses or certifications required by the position: AHIP, MBA, CPCU
Education for Insurance Sales Manager
Typically a job would require a certain level of education.
Employers hiring for the insurance sales manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, General Education, Marketing, Finance, Management, Business/Administration, Associates, MBA, Communication
Skills for Insurance Sales Manager
Desired skills for insurance sales manager include:
Personal lines insurance sales objectives
Philosophies
Automobile
Aviation
Banking environment
Budget planning and developing business plans
Credit card industry
E-mail
Earthquake
Effective sales methods and processes
Desired experience for insurance sales manager includes:
Or Series 6/26
Manage the regional Inside Wholesaler Sales Support staff by leading team sales objectives and related activities to achieve superior client experience, optimal business retention, profitable growth and productivity
Point of contact for all regional staff – navigate head office on complex issues (Underwriting, Contracting, Billing, Customer Service, etc) on their behalf to solve problems, answer questions
To provide superior coaching, leadership and development of employees in order to achieve regional sales targets and MGA & Brokerage initiatives
Share and contribute to Sales action plans for all Producers as identified by the Regional Vice President, Regional Director, Sales Consultants and the Sr
Handle each inquiry with high priority to ensure fast and effective turnaround time with all business needs
Insurance Sales Manager Examples
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Insurance Sales Manager Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of insurance sales manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for insurance sales manager
- Provide skills coaching to Regional Sales Coaches/Sales Specialists that help improve the capability and performance of Banking Sales Leaders and Sales Professionals
- Support drive and change by building strong relationships with Bank partners
- Support Bank and field colleagues in development and launch of new products and tools geared at enhancing revenue generation and the client experience
- At times, you will be required to be in market participating with Skill-Builds, Presentations, Coaching and Road-Shows
- Manage the regional Inside Insurance Wholesaler Sales Support staff by leading team sales objectives and related activities to achieve superior client experience, optimal business retention, profitable growth and productivity
- You will be the point of contact for all regional insurance brokerage staff that will act on their behalf to solve problems, complex issues, answer questions
- You will provide superior coaching, leadership and development of inside sales employees
- You will share and contribute to the Insurance Brokerage Sales action plans as they pertain to clients/business partners
- Reviews and analyzes sales, quality and risk related reporting for trends and issues at a channel, team and advisor level
- Proactively recommends solutions and ideas to resolve issues and address trends, which may include feedback, corrective action, compensation impacts, communications, training, and other broader action plans
Qualifications for insurance sales manager
- Establish & Manage proactive monitoring program for Sales and Distribution to across all lines of business to ensure advisors are following sales practices, providing great client experience and meeting regulatory requirements
- Conducts structured and focused reviews of sales forces as part of Sales Force Compliance oversight & monitoring, to identify best practices, performance, training opportunities, inappropriate sales practices, compliance with regulations and sales standards
- Provides reporting at an advisor, regional and channel level
- Shares findings, collaborates and follows up with managers for advisor & team level action plans
- Collaborates with head office partners (including Director Functional Integration, Sales Effectiveness, Role Strategy, Advisor Development, Operational risk, and Insurance Compliance) to identify, implement and manage action plans for Regional & Channel level findings
- Develops and delivers training, presentations and communications to S&D to enhance salesforce capabilities as they relate to risk, quality, market conduct and compliance
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Insurance Sales Manager Job Description
Job Description Example
Our growing company is looking to fill the role of insurance sales manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for insurance sales manager
- Represents sales in assigned projects, and provides support in the execution of risk, compliance and regulatory initiatives to the sales force
- Provides support for regulatory supervision of newly licensed advisors
- Assign new business and retention goals, quality standards, and quality reporting objectives to Sales Manager(s), Sales Reps and Service personnel
- Develop the business plan objectives for assigned Division
- Business development responsibility
- Obtains pertinent underwriting information from prospects
- Developing the team in terms of product & sales knowledge so that they are able to push insurance sales in branches
- Developing Digital sales strategies and tactics for insurance and delivering on digital sales targets in collaboration with Digital, Marketing, TDI and other partners, leveraging capabilities such as a/b testing, page and funnel optimizations, targeting
- Analyzing and understanding the digital insurance sales funnels to ensure all opportunities, challenges and levers have been identified
- Developing targets and reporting on TDI's Digital sales results, including detailed funnel analysis and forecasting based on previous results
Qualifications for insurance sales manager
- Excellent communication skills, impact and Influence, sense of urgency, concern for order and quality
- University/College Degree/Diploma
- 3-5 years sales management or sales mentoring experience preferred
- Home or auto insurance sales or agency experience is preferred
- Previous field sales experience is a plus
- Should demonstrate time management skills and a logical problem solver
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Insurance Sales Manager Job Description
Job Description Example
Our company is searching for experienced candidates for the position of insurance sales manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for insurance sales manager
- Providing strategic and tactical recommendations as to how Digital Channels can enhance business results and help drive effectiveness, efficiency and profitability
- Partnering with TDI business on business-led initiatives having Digital sales impact and ensuring that Digital Channels is represented and supporting their delivery
- Engaging with Digital Delivery, Digital Customer Experience and Channel Technology Solutions, other key stakeholders such as Marketing, Risk and Legal to take TDI's digital sales capabilities to market
- Conducting competitive, best practice, and market research analyses and track emerging consumer and digital trends to inform sales strategies, tactics, and roadmaps
- Maximizing value of Digital capabilities to reach, educate, and advise customers to increase Digital engagement, attract new customers and deepen relationships
- Working directly with the business to bring Digital thought leadership and create and drive the establishment of sales goals that are aligned to business goals
- Responsible for bringing over 6,000 leads to the Sales Center
- Attends mortgage meetings/phone calls and trains Mortgage Loan Officers on insurance products and processes
- Acts as primary contact between Business Segments and is responsible for training new bankers and sales agents on how to give and receive insurance leads
- Analyzes and prepares weekly reports to business partners on their statistics
Qualifications for insurance sales manager
- Strong knowledge of L&H sales environment
- Protect what you love with discounts on Homeowners and Auto insurance products
- Minimum 4 years developing, maintaining and obtaining meetings with new and existing C-level relationships beyond the CIO
- Minimum 5 years’ experience in the Commercial Insurance industry to include supervisory responsibility for a sales team
- Ability to direct strategy manage/perform day-to-day transactions and processes
- Strong desktop computing skills including use of standard business application software
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Insurance Sales Manager Job Description
Job Description Example
Our company is growing rapidly and is looking for an insurance sales manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for insurance sales manager
- Creates job aids, power point presentations, and internal marketing pieces that help our partners generate leads
- Maintain total sales at or above established sales goals
- Engage in team selling to strategic accounts in conjunction with Sales Managers in other industries or Relationship Managers to existing accounts
- Secures title insurance orders from a variety of customers including realtors and loan officers, banks, lenders, investors, and buyers
- Sells title services to achieve monthly and annual sales objectives
- Develops efficient sales and marketing efforts and processes to drive sales efforts
- Builds and maintains relationships through sales initiatives including networking, event management, new relationship on-boarding, order completion, and customer retention
- Delivers presentations at sales office meetings and to new customers
- Partners with the Operations Team, Closing Partners and the Regional Residential Sales Teams to build trusted partnerships and to achieve targeted sales goals
- Maintains compliance standards set forth by the Company
Qualifications for insurance sales manager
- Previous sales leadership, coaching and/or training experience preferred
- Familiarity with traditional insurance products, more complicated and/or unique policies
- Knowledge and experience in Property & Casualty and Traditional Life preferred
- Knowledge of all aspects of sales process and drivers (shop, buy, cross-sell, retain, profitability)
- P&C and Life and Health licenses preferred as appropriate for the state
- Should be a logical problem solver
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Insurance Sales Manager Job Description
Job Description Example
Our growing company is looking for an insurance sales manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for insurance sales manager
- Guide a team of direct sales representatives to achieve quarterly and annual revenue and growth targets by establishing sales goals and monitoring the achievement of those goals
- Motivate, coach, and mentor your team to both grow existing accounts and gain new business throughout the region by developing effective sales strategies
- Establish and evangelize a sales qualification and pipeline management process through the development and maintenance of executive and senior-level client relationships
- Directly participate in closing deals at key accounts and supporting business initiatives like digital transformation for major customers
- Manage the client portfolio at a regional/global level and partner with other regional/global Treasury Sales Managers to ensure account strategy and coverage is consistent
- Grow pipeline of new sales and incremental business across client portfolio
- Ensure risk agenda is fully understood and diligently managed
- Implement the integrated digital marketing strategy for Insurance businesses in alignment with DM&S’ merchandising approach, with a focus on client experience and key measurable areas for acquisition, lead generation and retention
- Consult with Client & Marketing Strategy, Product teams and business stakeholders to ensure that the Insurance public websites are client-centric and deliver platform business strategies
- Optimize and develop effective digital applications, tools, calculators and interactive sales aids to drive user engagement in alignment with key acquisition, lead generation and retention strategies
Qualifications for insurance sales manager
- The successful candidate will need to have or be able to quickly acquire an expert understanding of Canadian insurance and our associated Digital sales capabilities
- Digital experience is preferred
- The role is located in Montreal or Toronto
- Bachelor's Degree or equivalent experience of having at least 7 or more years of sales, sales marketing, or related Insurance industry experience
- 5 years or more of sales, sales management, marketing, or related Property & Casualty and Life experience required
- Personal Lines &Health, Accident & Life Insurance licensed, or become licensed within first 6-months of hire