Sales Manager (Insurance)

Where You Can Make An Impact

Performance Management & Coaching
Lead, coach, and develop a team of licensed insurance agents in a fast-paced, performance-driven environment.
Drive accountability against core KPIs including conversion rate, premium production, contact rate, and customer experience metrics.
Conduct regular coaching sessions, call reviews, and performance evaluations to identify opportunities for growth and development.
Establish clear performance expectations, goals, and action plans for agents.

Process Improvement & Operational Excellence
Continuously assess and improve sales workflows, processes, and team operations to drive efficiency, scalability, and growth.
Identify opportunities to optimize lead management, quoting, follow-up strategies, and customer engagement.
Partner cross-functionally to implement operational enhancements and improve the overall agent and customer experience.

Cross-Functional Collaboration
Collaborate closely with Product, Operations, and Leadership teams to provide feedback on tooling, workflows, lead distribution, and process improvements.
Serve as a key stakeholder in shaping the infrastructure and operational strategy of the agency.
Maintain strong relationships with delegated insurance carrier partners and support carrier-related initiatives.

Team Building & Training
Support hiring efforts by interviewing and onboarding new insurance agents across multiple locations.
Design and facilitate ongoing training sessions, coaching programs, and skills refreshers.
Foster a high-performance, collaborative, and customer-centric team culture.

Reporting & Business Insights
Monitor, analyze, and report on agent and team performance trends.
Leverage data, dashboards, and reporting tools to identify insights and drive actionable improvements.
Track progress toward team goals and provide regular updates to leadership.

Experience

• 3–5 years of experience managing and coaching sales professionals, ideally in a high-volume, metrics-driven environment
• 7+ years of Property & Casualty insurance experience, with agency experience strongly preferred
• Active Property & Casualty Insurance License (or ability to obtain quickly)
• Demonstrated success improving sales performance and consistently achieving or exceeding team goals
• Strong understanding of sales KPIs and performance management best practices
• Experience using dashboards, scorecards, and reporting tools to manage team performance
• Excellent communication and coaching skills with the ability to provide clear, actionable feedback
• Experience with CRM systems, comparative raters, agency management systems (AMS), and other insurance technology platforms

Qualifications

• Bachelor’s Degree
• Experience scaling a sales organization within a digital or tech-enabled insurance environment
• Experience leveraging automation and AI tools to optimize workflows and team productivity
• Experience in national or multi-state insurance sales organizations
• Strong analytical and problem-solving skills with the ability to turn insights into action

Preferred Qualifications

• Professional insurance designations such as CPCU, CIC, or CRM

Benefits

• Industry-leading medical, dental, and vision health care plans for employees and their dependents
• Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown
• New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
• Mental health support
• Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests
• Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
• Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)
• Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)