Insurance Sales Manager (Pulte Insurance Agency)

Description

• Collaborate with other departments to ensure seamless delivery of services to clients
• Conduct regular performance evaluations against set goals and provide constructive feedback and coaching to improve team performance
• Proactively engage with agents and stakeholders, providing weekly updates and maintaining customer feedback tools
• Contribute significantly to distribution-related decisions, including realignment choices and lead updates
• Play an active role in the hiring process, including conducting interviews and taking responsibility for new hire onboarding
• Ensures appropriate staffing to meet department needs
• Stay updated on industry developments, competitors, and regulatory changes
• Regularly convene with sales agents to address current priorities and needs. Review phone interactions, offer constructive feedback, and provide coaching as required
• Manage the team's phone queue and schedule queue downtime for meetings and other relevant events
• Monitor task performance within the team and reassign tasks when they are not completed within the expected timeframe
• Foster a positive team culture through recognition, engagement, and talent development
• Oversee and optimize the sales funnel, ensuring CRM and quoting platforms are used effectively and compliance standards are met
• Creates opportunities for employee growth
• Provides continuous coaching with regard to functional and leadership standards (technical skills and behaviors)
• Lead pilots or working groups to test new processes and provide strategic input on product and policy discussions
• Provides developmental opportunities through identification of internal and external training opportunities
• Track agent productivity, service levels, and maintain contact cadence and follow-up standards
• Lead, motivate, and manage a team of insurance sales agents to achieve individual and team sales targets
• Build and maintain strong relationships with clients, insurance carriers, and other stakeholders
• Drive change management and process improvement initiatives, formalizing operational reporting and performance tracking
• Utilizes recruiting and selection tools/processes to build organizational talent
• Be the primary lead in team meetings, contributing to planning and presenting on specific items and goals; foster a collaborative team environment and promote teamwork among sales agents
• Develop and implement effective sales strategies to drive growth in property and casualty insurance products, leveraging builder-specific product knowledge and competitive positioning
• Make informed and timely decisions to resolve client concerns and ensure efficient team operations
• Provide coaching, training, and support to the sales team to improve performance and productivity
• Communicate process changes as necessary and ensure the team comprehends these changes effectively
• Manage the time-off calendar for the sales team
• Evaluates employee’s performance and plans for compensation actions in accordance with that performance
• Serve as the primary point of contact for team members seeking assistance with various processes, addressing customer complaints and escalations, and handling underwriting exception requests

Requirements

• Possess excellent communication skills, both verbal and written, to convey complex insurance concepts clearly and manage team interactions
• Strong analytical and problem-solving skills to address complex insurance issues and client needs
• Proven track record of meeting or exceeding sales targets and driving business growth
• Knowledge of Property & Casualty insurance products for multiple state and carriers
• Minimum High School diploma or equivalent
• Proficient computer skills with experience in Windows-based programs, CRM systems, and insurance-related software and technology
• Effective leadership abilities, including the capacity to mentor, coach, and motivate a sales team
• Experience with Department of Insurance state specific solicitation and
• Minimum of 2 years’ experience as an insurance team lead or supervisor, preferably with a background in builder business
• Physical Requirements: May occasionally lift and/or move up to 25 pounds.
• Minimum of 3 years’ experience as an insurance agent, preferably with a background in builder business
• Property & Casualty Agent License preferred
• Dependable, self-motivated and able to take action with minimal direction

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance