Agency Sales Manager-Retail Insurance

The Insurance Recruiter; Pennsylvania; On-site; USD 100,000 - 150,000; Full time

Job summary

An established industry player is seeking a dynamic Sales Manager to lead a retail agency team in driving performance and optimizing revenue. This role offers the chance to work with an entrepreneurial leadership team focused on customer satisfaction and operational efficiency. You will develop sales strategies, mentor team members, and engage with key partners in the self-storage and construction sectors. With a commitment to employee development and a collaborative culture, this position is perfect for someone eager to make a significant impact in a growing company.

Benefits

Medical, dental, and vision insurance

Company-paid life insurance

401(K) retirement plans

Paid holidays and PTO

Qualifications

• 5+ years as a licensed retail insurance agent.
• Experience managing high-performance sales teams.

Responsibilities

• Develop and execute annual sales plans to drive growth.
• Mentor and train team members while managing performance.

Skills

Sales Leadership

Client Retention

CRM Proficiency

Team Management

Communication Skills

Education

Licensed Retail Insurance Agent

Tools

CRM Platforms

Agency Management Systems

Momentum

Job description

The Insurance Recruiter provided pay range

This range is provided by The Insurance Recruiter. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $150,000.00/yr

Additional compensation types

Commission

How to apply

Direct message the job poster from The Insurance Recruiter

About the role

Why is this role compelling?

Imagine propelling your earning potential by playing a critical leadership role in helping a specialty MGA continue its long-term growth trajectory.

Our client, a P/E backed MGA, provides a full suite of insurance services to niche markets with high growth potential across the U.S. Fueling its business are well-established partnerships and affinity relationships with leading associations across various sectors.

With retail and delegated authority underwriting operations, the company has built a reputation for delivering high-touch service and specialized solutions tailored to its clients’ needs.

You’ll lead a retail agency team of producers and CSRs to drive performance and revenue optimization and serve as the relationship manager for key strategic affinity partnerships in both the self-storage and construction verticals.

Reporting to the Chief Revenue Officer, you’ll own and manage the team’s workflow, operational strategy, and sales initiatives, while having significant autonomy and influence on the agency’s overall strategic direction.

You’ll have the opportunity to work with an entrepreneurial leadership team with deep underwriting and sector expertise, a relentless focus on service execution & customer satisfaction, and a commitment to investing in its employees.

What we want you to accomplish

We’re seeking an engaging and customer-centric sales leader & coach with a roll-up-your-sleeves mentality who can drive top-line growth and optimize the sales team’s productivity.

You’ll be responsible for:

1. Developing & executing annual sales plans, monitoring pipelines, identifying high-potential opportunities, and removing barriers to growth.
2. Driving client retention and agency profitability by supporting cross-selling and up-selling strategies.
3. Mentoring, training & coaching team members, setting KPIs, and managing performance. Recruiting and onboarding new team members.
4. Identifying and implementing measures that optimize the effectiveness of the CRM platform for client management, lead generation, and performance analytics.
5. Ensuring the Agency Management System is leveraged for operational efficiency, reporting, and team productivity.
6. Serving as a key liaison to affinity partners in self-storage and construction to coordinate product distribution strategies and joint marketing initiatives.

What we require

• At least 5 years’ experience as a licensed retail insurance agent.
• Minimum 5 years’ experience as a team leader managing and growing high-performance sales and service professionals in an insurance agency or similar environment.
• Proficiency with CRM and AMS platforms. Experience with Momentum is a plus.
• Familiarity with construction and/or self-storage insurance programs is a plus.
• Ability to leverage technology to develop and implement process improvements that drive operational efficiency.
• Highly independent, curious, and resourceful, with exceptional communication skills and a comfort engaging with various stakeholders.

What you get

• Medical, dental, and vision insurance with no waiting period for new employees.
• Company-paid life insurance and short-term and long-term disability plans.
• Optional voluntary life, accident, critical illness, and hospital insurances.
• 401(K) retirement plans, both Traditional and ROTH.
• Ten paid holidays per year, two floating holidays, and PTO.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Business Development, Sales, and Customer Service

Industries

Insurance

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Inferred benefits

Medical insurance, Vision insurance, Disability insurance, 401(k)

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