Job Description

Insurance Sales Manager Duties and Responsibilities
Whether leading a team of five or 50, an insurance sales manager’s duties are rooted in strategy, education, and mentorship. Based on an analysis of real-world job listings and resumes, these duties are:

Set and Monitor Team Sales Goals

The primary responsibility of an insurance sales manager is to decide how many policies or upgrades should be sold in a given period, then oversee the team’s progress to ensure they meet those goals. Managers support this progress by providing strategies, feedback, and marketing campaigns.

Meet Personal Sales Goals

Insurance sales managers contribute to their team’s success by setting and meeting their own sales goals. They make sales through warm leads but also leverage connections with real estate agents, loan officers, and other professionals within their personal network.

Facilitate Professional Development of Team

Managers research ways to improve sales skills by attending meetings, reading books, or taking courses, then impart that knowledge to their team by leading regular training sessions. They also hold performance review meetings with individuals and the whole group, offer individualized coaching, and generally foster a positive company culture.

Provide Customer Service Support

Should a sales agent on the team be unable to answer a customer’s question or provide satisfactory service, the insurance sales manager steps in to help. Managers also mediate disputes with customers and provide satisfactory solutions for all involved.

Grow Sales Team

As business increases, the insurance sales manager is responsible for hiring sales agents. They search for and interview potential candidates, then onboard new recruits with industry and company policy training. It’s also the responsibility of the manager to evaluate existing team members’ performances and terminate them when necessary.

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Skills

Marketing ,

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Qualifications

• Sales & Marketing
• Engineering - Others
• MBA Sales & Marketing