Job Posting OPEN
Sales Manager
Job Purpose:
Responsible for leading and
growing the agency’s sales operations across personal lines, commercial lines,
and surety bonds. This role focuses on driving new business, developing and
coaching sales staff, strengthening carrier relationships, and ensuring
outstanding client experience. The Sales Manager will play a key role in
developing sales strategies that align with Valuesure Agency’s independent
model and growth goals.
Key Responsibilities:
- Sales Leadership & Strategy
- Develop and execute sales
strategies to drive growth in home, auto, business insurance, and bond products
- Set sales goals, monitor
performance, and report results to agency leadership
- Identify new market opportunities
and carrier partnerships to expand offerings
- Promote cross-selling and
upselling opportunities across all product lines
- Meet or exceed sales and revenue
goals
Client Relationship Management
- Build and maintain strong,
long-term relationships with clients
- Ensure client needs are properly
assessed and matched with appropriate coverage
- Maintain high standards for
customer service, retention, and follow-up
- Support policy renewals and
retention efforts
Operations & Compliance
- Ensure sales activities comply
with insurance regulations and carrier guidelines
- Accurately document client
information, quotes, and policy details in the agency management systems
- Collaborate with service staff to
ensure smooth policy binding and renewals
- Maintain accurate sales forecasts,
pipelines, and CRM reporting
Qualifications & Education
Minimum Requirements:
- General Lines Property &
Casualty Agent license
- 3–5+ years of insurance sales
experience, preferably within an independent agency
- Proven experience leading or
mentoring a sales team
- Strong knowledge of personal
lines, commercial lines, and/or bond products
- Excellent communication,
negotiation, and leadership skills
Physical Requirements:
- Job conditions
may require light lifting, sitting, walking, and standing.
- May be required
to sit at a desk or computer for long periods of time.
- Ability to see
details of objects at a close range (within a few feet of the observer.)
-
Ability to make fast, simple, repeated movements
of the fingers, hands and wrists.
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