Insurance Sales Manager Resume Samples

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K Glover

Kamron

Glover

877 Ondricka Freeway

San Francisco

+1 (555) 519 0225

877 Ondricka Freeway

San Francisco

Phone

p +1 (555) 519 0225

Experience Experience

Dallas, TX

Insurance Sales Manager

Dallas, TX

Kulas-Osinski

Dallas, TX

Insurance Sales Manager

In-depth knowledge and proficiency in relationship selling of complex software solutions
Analyst acclaimed technology leadership in a massive emerging market
A rapidly growing yet well-established business
Enforce pricing guidelines and drive negotiations
To arrange customer gathering in branches to increase customer awareness
To give training and do refreshment to branches on Bancassurance business
Hire, train, coach, and regularly review a winning and effective sales team

Phoenix, AZ

Inside Account Manager, Insurance Sales

Phoenix, AZ

D'Amore, Mayert and Olson

Phoenix, AZ

Inside Account Manager, Insurance Sales

Make outbound sales calls and build effective relationships with customers and co-workers
Update the Client Management Systems/CRM database to maintain accurate information
Manage an assigned channel of agents to achieve new business quota each month
Train agents on company underwriting guidelines, procedures, programs, website and web rater
Act as the Company representative and liaison between agency and company personnel to identify and resolve issues
Strong computer proficiency in Excel, PowerPoint, and Word
Managing the Insurance Specialist team

present

San Francisco, CA

Regional Sales Manager, Creditor Insurance

San Francisco, CA

Abernathy, Lind and Rohan

present

San Francisco, CA

Regional Sales Manager, Creditor Insurance

present

Sales process
Sales Management & Delivery - In alignment with business strategy and financial objectives, understand and work towards sales plan for the division. Provide input into the development of comprehensive and integrated training support programs and relevant tools in support of baseline and performance enhancement learning related to sales & service effectiveness for the entire sales force Organize and manage regular sales meetings/conferences to enhance the effectiveness and efficiency of the sales force. Provide sales training and coaching to maximize sales channel effectiveness Enhance BMO Creditor Insurance product knowledge, expertise and awareness amongst regional P&C salesforces, specifically Financial Service Managers (FSM), Customer Service Representatives (CSR), Mortgage Specialists. Contribute local market knowledge to the planning, forecasting and measuring of sales force results against the sales plan objectives. Identify gaps and opportunities and make recommendations to improve sales results. Contribute to the development of annual business reviews and marketing plans
Strong Creditor Insurance knowledge
Strong knowledge of Bank distribution channels
In depth Change Management / Leadership
In Depth Performance Management
Relationship Management - Manages relationships with BMO Insurance leadership and P&C leaders to ensure service and quality are provided in such a way as to help the national sales force achieve their targets. Create and build relationships with the region’s leaders (SDVP, VPs, EAs, DOS) to establish protocols, pave the way for reception of activities and effective execution of the BMO Insurance Sales Training plans wherever they are deployed in the region

Education Education

Bachelor’s Degree in Business

Drexel University

Bachelor’s Degree in Business

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Regional Sales Manager, Creditor Insurance Resume Examples & Samples

Sales Management & Delivery - In alignment with business strategy and financial objectives, understand and work towards sales plan for the division. Provide input into the development of comprehensive and integrated training support programs and relevant tools in support of baseline and performance enhancement learning related to sales & service effectiveness for the entire sales force Organize and manage regular sales meetings/conferences to enhance the effectiveness and efficiency of the sales force. Provide sales training and coaching to maximize sales channel effectiveness Enhance BMO Creditor Insurance product knowledge, expertise and awareness amongst regional P&C salesforces, specifically Financial Service Managers (FSM), Customer Service Representatives (CSR), Mortgage Specialists. Contribute local market knowledge to the planning, forecasting and measuring of sales force results against the sales plan objectives. Identify gaps and opportunities and make recommendations to improve sales results. Contribute to the development of annual business reviews and marketing plans
Relationship Management - Manages relationships with BMO Insurance leadership and P&C leaders to ensure service and quality are provided in such a way as to help the national sales force achieve their targets. Create and build relationships with the region’s leaders (SDVP, VPs, EAs, DOS) to establish protocols, pave the way for reception of activities and effective execution of the BMO Insurance Sales Training plans wherever they are deployed in the region
Customer Experience - Obtain feedback from sales force leaders on customer needs and expectations and proactively share with Product Team for inclusion in assessment of new products, enhancements and features Track and monitor the impact of product features, benefits, price on customer behaviour and use this knowledge to assess and recommend new product and pricing strategies Assist in managing the customer escalation process related to new features, benefits and price
Strong Creditor Insurance knowledge
Strong knowledge of Bank distribution channels
Working knowledge of regulatory environment Sales management experience is an asset
Knowledge of BMO organization and processes is preferred
Training experience is preferred
Sales process
In Depth Performance Management
In Depth Influence skills
In depth Change Management / Leadership
In depth Computer skills
Analysis
Adult Learning

Personal Lines Insurance Sales Manager Resume Examples & Samples

Life & Health, and Property and Casualty licenses
Extensive product knowledge of homeowners, automobile, valuable articles, umbrella/excess, watercraft, aviation, kidnap & ransom, special risk, flood, earthquake, etc required
Strong leadership and communication skills
Ability to travel to meet requirements of role

BW Insurance Sales Manager Resume Examples & Samples

Exercises authority as a manager in the hiring of staff
Provides for and ensures the training and development of all employees
Participates in a performance and development work plan with each employee, monitoring the employee’s progress toward goals, and coaching and motivating employees to make needed adjustments
Reviews employees’ job performance and, within limits of authority, approves or denies recommendations pertaining to salary increases, promotions, terminations, etc
Provides leadership and development to staff by setting an effective, positive example
Enhances customer expectations for more value from the insurance products and services provided by the agency and manages resources to consistently deliver products and services at the expected level. Is accountable for creating an environment of leadership that motivates the insurance agency employees to deliver the added value customers expect
Establishes and maintains productive client relationships through an aggressive business development program. Performs sales calls and manages account relationships. Acts as an influential resource, demonstrating the agency'’ commitment to adding value for the client
Communicates regular with manager to provide on-going direction and guidance to staff. Develops annual sales marketing strategy, business plans and income goals for the agency. Integrates employees performance and development work plans into an overall agency plan that promotes teamwork, emphasizes aggressive marketing, meets customers’ needs and achieves profitable growth for the agency
Provides on-going guidance and direction to agency staff to assure understanding of sales, income, as well as expense goals, and delivery of profitable, quality insurance products and services in their community. Assures the effectiveness of agency staff by monitoring performance results, providing development resources and setting a standard of leadership and effective teamwork among staff that results in achievement of established objectives
Functions as an insurance sales representative with primary responsibilities for identifying customers needs, providing products or services that meet those needs and processing customer requests
Represents the agency in the community through active participation in community affairs and provides leadership as appropriate in community activities, thereby raising the prominence of the agency in its market area as well as contributing to community growth
Bachelor's degree in business, marketing or related field
Licensed in all lines of insurance
Minimum of five years' property and casualty insurance produce sales experience
Previous management and supervisory experience preferred
Complete knowledge of all insurance products and services
Complete knowledge of industry and regulations
Strong communication and marketing skills
Tact, persuasion and negotiating skills
Strong customer service, sales and problem solving skills
Good personal computer skills
Strong teamwork skills

Manager Life Insurance Sales Support Resume Examples & Samples

Oversee the timely processing of illustrations requests and telephone inquiries in order to meet departmental goals, focusing on the advisor experience in addition to service level agreements
Create opportunities to pro-actively engage with external Territory Sales Managers to create revenue generating activities
Serve as a “Player-Coach” by actively participating in the daily activities of providing illustrations and maintaining service levels on the phone queue
Respond to advisors on escalated inquiries to ensure a positive advisory sales-oriented experience and to secure the most suitable strategy and insurance solution
Work with carrier partners to understand strategies and insurance products available
Help coordinate product training with insurance carriers for the internal sales team
Provide guidance and training on all functions related to insurance strategies, products and sales illustrations to ensure all necessary materials for the advisor to make a presentation to the client are met
Assure any changes to products and procedures are documented and communicated timely
Manage a national team of 10-15 internal sales specialists and consultants and perform all administrative functions to ensure their success including coaching and counseling
Participate in the goal-setting and performance review process as established by LPL
Work within the greater Investment and Product Solutions Team to help identify and provide cross-referral opportunities and to enhance the advisor experience

Sales Manager, Life Insurance Vertical Resume Examples & Samples

Meet or exceed revenue budget
Develop high value relationships at the CXO level
Manage the sales activities of accounts located throughout his sales and his direct reports sales territory
Drive solution selling capabilities throughout the organization
Ensure Claims Solutions value proposition for all products are clear to sellers and customers
Facilitate activities between clients, sales organization, product managers, operations and executives, as well as other activities as needed to complete strategic selling process and new business development
Work with business units GMs to provide market updates
Implement established sales plans and customer strategies
Ensure sales support functions are in place
Train new sales executives as necessary
Travel with sellers to evaluate and provide guidance
Provide management with insight to possible solutions for customers
Secondary Functions: 10% of Time
Attend training and management conferences as directed by management
Assist Unit VP & GM as needed
Maintain product knowledge of our products and services
Maintain industry knowledge of the uses and needs for our products and services. Provide support to other areas of Risk Solutions as needed and develop ways to bring synergy between the various Risk Solutions Companies
Bachelor's Degree or the equivalent exp
Experience & Training: 10+ years of consultative sales experience 5+ years life insurance market experience
5+ years sales team management experience
5+ years data sales experience
Recognized credible thought leader
Demonstrated ability to manage complex deals

Senior Manager, Insurance Sales Support Resume Examples & Samples

Oversee and manage all aspects of active insurance policies that are written by EPS’s in conjunction with CIBC Wood Gundy Investment Advisors and other wealth managers
Hire and manage a team of individuals who support the Insurance Inforce department at the head office of Wood Gundy Financial Services Inc
Act as the primary CIBC contact for all matters related to SmartOffice, including the ongoing maintenance, support and licensing of the software
Facilitate training sessions, create manuals, and provide ongoing support to all EPSs (and their assistants) as it relates to SmartOffice
Work closely with Branch Administrators and Branch Managers to ensure that all Estate Planning Assistants are effectively supported, managed and coached
Supervise the activities, and provide support/guidance to the Estate Planning Assistants, Global Ops Insurance, Insurance Commission Processors and Inforce Policy Service Representatives
Ensure that all insurance policies are effectively monitored and remain compliant
Create and implement a comprehensive training plan to ensure representatives are continuously trained and kept abreast of all products, services and compliance procedures
Oversee the implementation of insurance service strategies, service line agreements (SLAs), workflow processes and operational standards to ensure that clients are effectively supported
Manage the implementation of new technologies and the utilization of existing systems to better support the insurance sales force
Create comprehensive reporting capabilities that will enable the department to effectively track its service targets and achievements
Continually search for improvements in workflows, processes, and data/reporting management
Develop, implement and monitor the annual insurance operations business plan
Manage preparation and distribution of statistical reports prepared by the Insurance Services Group
Ensure prompt and accurate reporting to Senior Management on a monthly, quarterly and annual basis
Create quarterly reporting for Investor Economics
Manage all departmental matters of a legal or regulatory nature and work with Legal and BRSS to resolve any issues or complaints
University degree is considered an asset
LLQP certification (Life License Qualification Program) is required
In depth understanding of insurance products and concepts acquired by 8+ years of insurance operations practical experience with a major financial institution
2+ years of successful people leadership experience
Ability to work both independently and in a team environment
Adaptable, flexible nature and willing to accommodate special urgent requests

Insurance Sales Manager Resume Examples & Samples

Candidate should exhibit outstanding leadership and management skills
Candidate should be strategic in thinking and meticulous and disciplined in execution
Minimum 2 years of sales and sales management experience in bancassurance or group channels in life insurance or related sales in other areas

Inside Account Manager, Insurance Sales Resume Examples & Samples

Make outbound sales calls and build effective relationships with customers and co-workers
Manage an assigned channel of agents to achieve new business quota each month
Train agents on company underwriting guidelines, procedures, programs, website and web rater
Act as the Company representative and liaison between agency and company personnel to identify and resolve issues
Update the Client Management Systems/CRM database to maintain accurate information
2+ years of outbound sales experience
Experience using client management/sales tracking systems
Strong computer proficiency in Excel, PowerPoint, and Word
Some Insurance experience preferred but not required
Bi-lingual – Spanish skills a plus (but not required)

Insurance Specialty Sales Manager Resume Examples & Samples

This is an Insurance sales manager role
The role will be focused on driving Specialty production through increasing agent engagement across the Atlantic Territory
To include education on the various specialty products and the Installation of processes within agencies to drive specialty production
Creation and implementation of a strategic plan to achieve the Territory specialty premium and NB plans
The role will require overnight travel

Agency Account Manager / Insurance Sales Resume Examples & Samples

3+ years of sales or account management experience
Field sales experience a plus
Requires a working knowledge of insurance operations
A comfort level of interpreting statistical data from company reports is also necessary
Must reside in Utah to cover the assigned territory
Ability to handle some travel to Idaho or Montana if needed

Agency Account Manager / Insurance Sales Resume Examples & Samples

Field sales experience required
Position is based in Portland, OR to cover the assigned territory
Ability to handle up to 20% overnight travel
Able to cover WA

Ipb-insurance Sales Manager Resume Examples & Samples

Minimum a degree holder and further self-directed training in the area of Insurance products such as AFP/AFC or a CFP/ChFC certification
Minimum work of experience of at least 8 years working in an insurance company or financial institution with extensive sales experience in the area of insurance and/or bancassurance in relevant financial institution
She/he should also have intimate knowledge in the area of Insurance product development, knowledge of local regulations and strong process skills in the area of governance and control
Self-driven and an initiator with good work ethics

Commercial Insurance Sales Manager Resume Examples & Samples

5 years’ sales experience & technical expertise in commercial insurance
5 years of experience in management / sales leadership in insurance or another industry
CAIB, CIP, FCIP designations preferred but not mandatory

Regional Insurance Sales Manager Resume Examples & Samples

Leadership: direct multiple sales & marketing functions across the region. Interact with multiple levels of company employees to maximize account development and agency management activities using data to drive decision making to yield profitable growth
Sales & Marketing Deployment: Must be willing to travel to train, evaluate, and coach direct reports to improve skill levels and provide mentoring for career development while executing company-wide best practices
Planning: Assist in the planning, budgeting, and management reporting processes for the Region
5+ years of Carrier Personal Lines sales background required
2 years of administrative personnel management experience including hiring, coaching and performance management preferred
Must be able to travel 50—75%
Experience using and training staff on agency contact management processes, consultative selling skills, and managing market intelligence
Strong Microsoft Office skills with emphasis on Excel, PowerPoint, Word and Outlook
Experience using of CRM systems to manage sales deployment
Candidates currently located in Dallas, TX area preferred
A college degree or equivalent experience attained through work experience

Insurance Sales Manager Resume Examples & Samples

Preferable with experience in Insurance industry or had an exposure to sales
Preferable experience in Direct Marketing or Telemarketing channel
Strong analytical and presentation skills, meticulous, possess drive and initiative
Strong team player with effective communication and interpersonal skills, with good ability to work independently and well with various stakeholders and partners
Ability to manage the works with tight deadlines

Commercial Insurance Sales Manager Resume Examples & Samples

Expand and profitably grow the Commercial Insurance operation
Oversee all sales and service related functions of licensed commercial insurance agents
Motivate, coach and develop sales agents to achieve and exceed sales targets through continuous improvement in all aspects of agents’ performance including prospecting and selling skills, product knowledge, time management, and processing their business using the appropriate tools and systems
Manage staff and activities within budget expectations. Develop and implement organizational strategies to establish efficiencies, which translate in increased revenue and cost containment
Provide a strong team environment that is conducive to developing and maintaining highly motivated and productive sales and service agents
Ensure all agents are appropriately trained to provide expert commercial insurance coverage to customers
Analyze performance metrics of sales units and individuals, and design and implement action plans to address deficiencies and maximize opportunities for improvement
Facilitate team meetings designed to motivate and create energy towards goal achievement
In partnership with the HR Recruiting, actively engage in the recruitment process
Minimum 5 years’ experience in the Commercial Insurance industry to include supervisory responsibility for a sales team. Demonstrated experience in all areas of commercial insurance policies, including but not limited to P&C, Workers’ Comp, Auto, E&O, and D&O/EPLI
Solid understanding of the sales process and proven ability to sell
Ability to build, lead and influence a team of Producers to successful goal completion
A strong network of business to business contacts and relationships on which to build
Property & Casualty License with the ability to be appointed in the Mid-Atlantic states and nationally
Strong leadership & communication skills, and thrives on competition and challenge
Ability to direct strategy as well as manage/perform day-to-day transactions and processes
Experience and ability to manage to basic P&L principles and requirements with knowledge of budget planning and developing business plans
Demonstrated experience in problem solving, analytical thinking and prioritization
Self-Motivated and self-disciplined with the strong ability to work effectively independently with remote supervision
Excellent time management
Strong desktop computing skills including use of standard business application software (e.g. Microsoft Word, Excel, Power Point, etc.)
A competitive salary of $72,281 - $90,350/year, depending on experience
Comprehensive benefit package including, but not limited to, Paid Time Off, 401(k) plan, vol Medical, Dental, Disability & Life Insurance, Tuition Reimbursement, and a complimentary AAA Premier Membership
Eligibility for Annual Bonus Plan

Major Account Sales Core Insurance District Manager Resume Examples & Samples

Responsible for the sales of ADP's health and benefits insurance products to new and existing businesses within a defined geographical territory
Prospects the entire territory by maximizing the opportunity afforded by sales leads generated from a variety of resources
Obtains pertinent underwriting information from prospects. Applies to insurance carriers on behalf of prospective clients for desired insurance products
Associates or Bachelor's Degree
2+ years of quota carrying, outside business-to-business sales experience, with proven proficiency in selling and presentation skills, prospecting, and territory management
Track record of over achieving quota
New Business sales experience
Must be currently licensed in Health & Life in the State or States where geographic sales territory is located
Bachelor's Degree or higher
3- 10 years of relevant experience in HCM, technology, business equipment, uniform, or software sales
In depth understanding of strategic sales processes
Established network connections
Strong business acumen with the ability to understand multiple industry issues and potential ways ADP can assist

Insurance Sales Manager Resume Examples & Samples

Managing the Insurance Specialist team
Developing the team in terms of product & sales knowledge so that they are able to push insurance sales in branches ; hence achieving the national insurance target
Achievement of Bancassurance business revenue and volume target on monthly basis
Strict implementation of policies and procedures internally and externally
The key contact for branches assigned for all Bancassurance Business related
To do join visit/call with Treasures Relationship Manager / CBG Relationship Manager to do market penetration for Bancassurance Business
To arrange customer gathering in branches to increase customer awareness
To give training and do refreshment to branches on Bancassurance business
Maintain close relationship with other Insurance Specialist from Provider and ensure they revived the leads from our branches

Insurance Sales Manager Resume Examples & Samples

Minimum 5 years’ experience selling consulting business services into the Insurance domain
Minimum 3 years’ experience with automation solutions
Minimum 3 years’ experience with digital marketing
Supportive management team that rewards initiative & success
Exciting, industry leading practice where you can truly build a long-term career
Congenial, collaborative, and success-oriented culture; the opportunity to work with and learn from a diverse, highly experienced team of business professionals
Tremendous opportunities for growth with a real career path promoting career advancement

Insurance Agency Sales Manager Resume Examples & Samples

An in-depth knowledge of all personal lines insurance sales objectives, philopsophies, and requirements/regulations normally acquired through he completion of a Bachelor's degree or equivalent; Possession of a P&C license; a minimum of 8 years of experience working Property and Casualty insurance sales field including 3 years of supervisory experience
The ability to lead and coach individuals to meet goals and objectives
Desktop computing skills including use of standard business application software (e.g. Microsoft Word, Excel, Power Point, Outlook, etc.)
The ability to travel extensively
A competitive salary, depending on experience
Comprehensive benefit package including, but not limited to, 3+ weeks of Paid Time Off during the first year, 401(k) plan with a company match up to 7%, Health & Life Insurance, Tuition Reimbursement, and a complimentary AAA Premier Membership
Eligibility for Quarterly Bonus Plan

Insurance Sales Manager Resume Examples & Samples

Develop relationships at the CxO, Director, VP and Sr. VP level with clients and partners, ensuring the establishment of long-term and productive strategic relationships
Leverage extended sales team resources to execute account strategies, driving high-impact business change
Effectively manage the sales process and sales forecast in Pega’s sales force automation tool, overseeing successful execution of sales plays consistent with the Pega sales process
Hire, train, coach, and regularly review a winning and effective sales team
Meet or exceed overall individual and team sales goals and quotas
Enforce pricing guidelines and drive negotiations
BA/BS degree or equivalent work experience (MBA preferred)
8 to 12+ years of industry-related sales experience, including at least 5 years of experience in sales management
In-depth knowledge and proficiency in relationship selling of complex software solutions
Expertise in software solutions sales within the Insurance market in DACH
Business management skills preferred (forecasting, pipeline development, expense management)