Property and Casualty Sales Team Lead

Questpro; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Questpro is seeking a Team Lead to coordinate a commercial P&C sales team serving churches, ministries, and faith-based nonprofits. The role blends leadership with hands-on selling and requires steering workflow, targets, and compliance.

You will supervise producers, manage pipelines, and contribute to growth while guiding the team through CRM processes and regulatory requirements. This is a full-time on-site position in Dallas, requiring up to 25% travel.

Qualifications

• 5+ years of experience in commercial P&C insurance sales or related role
• Bachelor’s degree preferred; equivalent experience considered
• Active P&C, Life & Health, and Excess & Surplus Lines licenses or ability to obtain within 60 days of hire
• Working knowledge of the commercial P&C market, regulations, and industry trends
• Proven ability to coordinate a team and manage competing priorities
• Strong interpersonal, communication, and presentation skills
• Proficiency in MS Office, Microsoft Dynamics CRM, and Applied Epic
• Ability to travel up to 25% annually

Responsibilities

• Coordinate and lead daily team activities, ensuring workload distribution aligns with unit objectives
• Monitor workloads, pipeline distribution, territory activity, and lead assignment to grow the business
• Supervise contributors, provide day-to-day direction, and conduct performance reviews
• Assist management with decisions related to team performance, staffing, and workflow
• Carry a portion of your own sales activity from prospecting to closing
• Develop prospecting strategies to build pipelines across territories
• Deliver coverage solutions based on client needs and market trends
• Support Account Management in maintaining client relationships and retention
• Track team activity against KPIs and report progress to leadership
• Prepare regular reports on sales activity and pipeline health
• Foster a collaborative team environment with clear communication and shared goals
• Ensure compliance with agency guidelines, laws, and CRM standards
• Continue developing expertise in commercial P&C sales

Skills

Team leadership

Sales execution

KPIs tracking

CRM proficiency

Communication

Education

Bachelor’s degree in business/related field

Tools

MS Office

Microsoft Dynamics CRM

Applied Epic

Job description

Team Lead, Commercial Property & Casualty Sales

Our client, a well-established financial services organization, is seeking a Team Lead to coordinate and lead the daily activities of a commercial P&C sales team. The team distributes the organization’s proprietary P&C product along with other brokered insurance products, serving churches, ministries, and faith-based nonprofit organizations.

In this player-coach role, you’ll supervise a team of producers, help shape management decisions, and spend part of your time selling directly. You’ll drive team execution against sales targets and deliver results that support the organization’s broader growth strategy.

What You’ll Do

Team Leadership

• Coordinate and lead daily team activities, making sure workload distribution and priorities align with unit objectives
• Monitor producer workloads, pipeline distribution, territory activity, and lead assignment to keep resources balanced and the business growing
• Supervise individual contributors, providing day-to-day direction and guidance within established processes, including conducting performance reviews
• Assist management with decisions related to team performance, staffing, and workflow

Sales Execution & Client Engagement

• Carry a portion of your own sales activity, including prospecting, discovery, and closing on assigned accounts
• Execute prospecting strategies to build pipelines of new clients across assigned territories
• Deliver coverage solutions using your knowledge of client insurance needs, product offerings, and market trends
• Support the Account Management team in maintaining key client relationships and driving retention

Performance & Reporting

• Track team activity against defined KPIs and report progress to leadership
• Prepare regular reports on sales activity, pipeline health, and client engagement
• Build a collaborative team environment through clear communication and shared goals

Compliance & Continuous Improvement

• Ensure the team’s sales practices comply with agency guidelines and with legal, regulatory, and ethical standards
• Drive consistent use of CRM processes, pipeline stages, sales methodologies, and documentation standards across the team
• Continue developing your own expertise in commercial P&C sales

What You’ll Need

• 5+ years of experience in commercial P&C insurance sales or a related role
• Bachelor’s degree in business, marketing, finance, or a related field preferred; equivalent experience considered
• Active Property & Casualty, Life & Health, and Excess & Surplus Lines licenses, or the ability to obtain all three within 60 days of hire
• Working knowledge of the commercial P&C market, including state and federal regulations and industry trends
• Proven ability to coordinate a team and manage competing priorities
• Strong interpersonal, communication, and presentation skills
• Proficiency in MS Office, Microsoft Dynamics CRM, and Applied Epic
• Ability to travel up to 25% annually