Commercial Insurance Sales Manager

About the role

NewtekOne®, a financial holding company, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business (SMB) market. As Insurance Sales Manager, you will drive sales performance, manage a team, and foster strategic relationships within the insurance industry. This role involves goal setting, coaching, performance monitoring, and career development for the Property & Casualty (P&C) sales team.

Responsibilities

• Lead, mentor, and motivate a team of P&C sales professionals to meet or exceed sales targets and objectives.
• Provide coaching, training, and performance feedback to optimize team performance.
• Develop and execute strategic sales plans to drive business growth in P&C.
• Track and analyze sales performance, market trends, and key metrics to evaluate sales strategies.
• Manage the P&C sales team to ensure work is completed within deadlines with attention to quality and priorities.
• Monitor, support, and motivate the team to reach established goals, reviewing results frequently.
• Ensure the team provides prompt, accurate, and courteous service to clients, insurance companies, and colleagues.
• Provide guidance, assistance, and ongoing training to employees to align with Newtek’s philosophy and core values.
• Assess and evaluate employee performance monthly using the Periodic Review process.
• Collaborate with team members to discuss areas of improvement and establish development plans, including additional training and coaching.
• Create a training agenda for new hires with goals and targets for the first 30, 60, and 90 days of employment.
• Assess and evaluate new hires during their first 30, 60, and 90 days.
• Reassess and re-evaluate employees at mid-year and year-end according to company policy.
• Foster open communication through regular team and one-on-one meetings.

Requirements

• Bachelor’s degree or equivalent experience and a minimum of 5 years of sales management experience in the insurance industry, with a focus on P&C.
• Valid P&C license required.
• Excellent knowledge of P&C coverage, rules, and regulations.
• Comfortable engaging on video for client interactions, meetings, and other requirements.
• Proven track record of achieving and exceeding sales targets.
• Ability to identify emerging markets and new sales opportunities.
• Familiarity with agency management system functionality and comparative rater tools.
• Attention to accuracy and detail in processing information.
• Ability to deliver and receive constructive feedback and be highly coachable.
• Ability to manage competing priorities in a deadline-intensive environment.
• Strong leadership skills with a participative management style.
• Excellent communication and negotiation skills, with the ability to build and maintain relationships with clients and industry partners.
• Strong follow-up skills and ability to resolve issues in a timely manner.
• Passion and drive to build the client portfolio.
• Strong organizational and time management skills, with the ability to prioritize and multitask effectively.
• Analytical mindset with the ability to interpret sales data and make strategic recommendations.

Performance Expectations (First 12-18 Months)

• Deliver measurable commercial P&C revenue growth.
• Improve team production metrics and closing ratios.
• Increase enhanced solution presentation activity with internal partners.
• Strengthen reporting visibility and sales accountability infrastructure.
• Develop and retain high-performing producers.

Pay

Salary range for this position is $70,000.00 to $75,000.00 per year.

Benefits

• Competitive salary and a performance-based bonus program.
• Comprehensive benefits package including medical, dental, vision, and supplemental benefits.
• 401(k) savings plan with an employer match.
• Ongoing training on sales techniques, industry trends, and competitive landscape.

Organizational Fit

Newtek seeks a team player who thrives in a fast-paced environment, applies sound judgment in task planning and execution, meets deadlines, and communicates with professionalism. The ideal candidate is interested in professional growth and aligns with Newtek’s core values.