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Sales Manager
3 months ago
NOTE: ONLY CANDIDATES WHO ARE LOCAL IN HOUSTON WILL BE CONSIDERED.
About the Role
Responsible for managing a team of insurance sales agents and overseeing their progress in meeting sales goals. Provide strategies for increasing sales, feedback, and developing marketing campaigns. Set and monitor sales objectives, contribute to meeting sales targets, and keep up to date with industry developments. Additionally, answer customer queries and mediate disputes with customers.?
Essential Duties and Responsibilities
- Lead, develop, coach, and motivate the sales force to develop their skills to ensure that a high professional standard is achieved and monthly sales target and KPI targets are met.
- Conducting training sessions for new employees on topics such as customer service and sales techniques.
- Plan to ensure achievement of divisional and personal targets, aligning with company sales policies and strategies.
- Maintain sales volume and product knowledge by keeping current with supply and demand, changing trends, economic indicators, and competitors.
- Establish sales objectives by forecasting and developing annual sales quotas for regions and territories.
- Ensure targets are delivered through people management, performance review, reward, and individual recognition.
- Meet with customers to discuss their evolving needs and to assess the quality of our company's relationship with them.
- Reviewing and approving applications to ensure that they meet underwriting guidelines and regulations.
- Develop and implement new sales initiatives, strategies, and programs to capture key demographics.
- Sell to existing and potential direct clients as well as provide sales support to brokerage partners to participate in closing and order or to facilitate and add value to the selling process.
- Coordinating with insurance agents and brokers to ensure that policies are issued correctly, and payments are made accurately.
- Coordinating with department heads to ensure that insurance policies are effectively promoted and marketed to potential customers.
- Continually develop knowledge of the business climate, applications and competition for his/her defined geography and accounts.
Qualifications
- 5+ years of independent agency experience, specifically within personal insurance and/or property & casualty insurance.
- Bachelor's degree or equivalent combination of education and experience.
- Technological skills (e.g., Microsoft Office, CRM platforms)
- Provent outstanding sales performance; should be a highly driven and self-motivated individual with a strong desire to win.
- Sales experience with Personal Lines.
- Provent ability to develop relationships and to motivate teams, both local and virtual.
- Exceptional sales and negotiation skills.
- Excellent interpersonal and communication skills.
Specialize Knowledge or Licensure Required
- Active Property and Casualty Insurance License is REQUIRED (Personal Line or General Line)
- Independent and/or Captive agency knowledge preferred
Work Environment
- Hybrid work environment
- Ability to commute to the office
- Ability to sit for long periods
- Computer work with repetitive motion
- Ability to lift 25 lbs.
- May be requested to work more than 40 hours per week
