Insurance Sales Team Lead
Job Description
Ready for a dynamic leadership role? Join Howard Hanna Insurance Services as an Insurance Sales Team Lead! Ignite growth as the powerhouse of our team. The primary objective of the role is to strategically expand the agency's client base and revenue through effective leadership of the sales team. This involves refining and executing the insurance sales process, actively engaging in business development activities, including proactively reconnecting with previous clients, nurturing unsold leads, and identifying cross-selling opportunities to drive revenue growth. The Sales Team Leader is responsible for maintaining a strong community presence, fostering relationships with key influencers, and being a driving force behind the agency's growth and reputation.
Benefits
Health Insurance###401K###Paid Holidays###Paid Time Off (PTO)###Dental Insurance###Vision Insurance###Hands on Training###Career Growth Opportunities###highly competitive uncapped commission and bonus opportunities###Flexible paid time off and vacation time###Excellent training and support for growth###Parental Leave###potential to make estimated $125,000 by year 3 based on productivity###
Responsibilities
1. Leadership and Team Management
Ensure team members are logged in by 8:30 AM daily to maintain operational efficiency; manage and report tardiness to support performance accountability.
Conduct state-specific team meetings with structured agendas to review performance, set goals, provide training, and motivate team members.
Ensure a documented sales process is followed by all team members.
Mentor and support team members in market placement and complex underwriting challenges.
Submit team meeting updates to the Director of Training and Education and the Regional Sales Manager.
2. Sales and Business Development
Personally achieve a monthly sales target of over $40,000 in new business premiums.
Achieve a team closing ratio of over 35% on all new business leads
Help to enforce the following smart cycle process on lost business, follow up on unsold quotes, and identify cross-selling opportunities.
Respond to new inquiries promptly, including evenings and weekends for web-generated business.
Achieve and maintain an agency retention rate of at least 89%, ensuring strong client loyalty and long-term relationships, with an 80% multi-line account rate to maximize value per client.
Request client referrals and account-round all new business.
3. Client Relationship Management
Ensure the team is completing Agency Zoom tasks for new business 30 days after the sale to ensure client satisfaction.
Help to build strong client relationships through personalized service and regular engagement.
Collaborate with the trainer to coach team members in addressing and resolving negative client feedback effectively.
4. Operational Excellence
Use the agency management system (Vertafore AMS360) as directed, ensuring accuracy in tracking prospects, sales, and client interactions.
Enter all new prospects into the AMS and document updates after every client interaction.
Monitor Motivity reports daily to analyze performance, allocate leads strategically, and optimize agent productivity.
Manage and distribute HIA reports, ensuring proper documentation and timely updates in Agency Zoom.
5. Howard Hanna Engagement
Cultivate strong relationships with office managers, loan officers, and regional leaders to enhance collaboration and drive referral opportunities.
6. Reporting and Metrics
Provide monthly goal updates to management at least three days before the new month begins.
Deliver updates and performance highlights at monthly Sales Meetings.
Track and report progress using metrics like market share, sales growth, and client satisfaction.
Desired Outcomes of This Role
Achieve and surpass monthly sales goals by re-engaging lost business, maximizing cross-selling, and nurturing influential community relationships to expand the client base and agency revenue.
Lead and elevate the sales team through targeted training programs, maintaining, closing ratio goals, and providing expert guidance on market strategies and complex underwriting challenges.
Enhance customer loyalty and retention by delivering personalized service, achieving targeted retention rates, and actively seeking referrals through continuous client engagement.
Drive agency visibility and operational efficiency by participating in community and marketing activities, securing client testimonials, and utilizing agency management systems to streamline sales and client management processes
Requirements
Property & Casualty insurance license
HowardHanna.com
About Howard Hanna Insurance Services
Howard Hanna Insurance Services provides a one-stop shop for all things insurance, with options for home, auto, umbrella, life, and business and commercial.
Hanna Holdings, Inc. affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.
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