Sales Manager - LPL

USI Insurance Services; Newtown Square (Delaware County); On-site; USD 85,000 - 130,000; Full time

Job summary

USI Insurance Services in Newtown Square, PA, is seeking a seasoned sales leader to manage and build a program sales team. You will develop sales and distribution plans to meet or exceed department goals, supervise producers, and guide strategy with marketing and CRM enhancements.

This role requires 2+ years in sales/insurance, staff recruitment and performance management, and the ability to travel up to 50%. A college degree is preferred; proficiency in MS Office is expected.

Qualifications

• 2+ years of sales and insurance industry experience.
• Experience managing a team of inside and outside B2B sales associates.
• Must hold or obtain appropriate business licensure.

Responsibilities

• Supervise Programs producers in daily sales activity and coaching.
• Recruit staff including interviewing and hiring.
• Plan, assign, and direct work; communicate vision and performance feedback.
• Develop and maintain department budget within guidelines.
• Collaborate with underwriting, operations, and marketing for sales success.

Skills

Sales experience

Insurance knowledge

Team leadership

Budgeting

Relationship building

Education

College degree preferred

High school diploma or equivalent

Tools

MS Office

CRM systems

Job description

Description and Requirements

Requirements

Description and Requirements

General Description: Responsible for managing and building a sales team for assigned Program. Develop sales and distribution plans to achieve or exceed department goals.

Responsibilities

• Supervise Programs producers in their daily sales activity including:
  • Coach and mentor producers on all aspects of the sales process. Includes product knowledge, value propositions, prospecting, cross-selling, closing techniques and sales messaging. Ensure personal and team attainment of annual production goals.
  • Supervise staff according to company policies and applicable laws.
  • Recruit staff including interviewing and hiring.
  • Plan, assign, and direct work; communicating vision.
  • Performance management.
• Develop and maintain department budget to ensure costs are within budget guidelines.
• Ensure underwriting guidelines are being adhered to.
• Attend and participate in meetings and workshops as necessary.
• Assist in implementing marketing and business plans to support sales strategies.
• Work with marketing team to develop and implement new lead generation strategies.
• Work with database team to further develop CRM and lead management systems.
• Work with Underwriting and Operations team on process and sales issues.

Knowledge, Skills And Abilities

• 2+ years of sales and insurance industry experience. Outside sales and inside call-center environment required.
• College degree preferred. High school diploma or equivalent required.
• Experience managing a team of inside and outside B to B sales associates. Call monitoring/KPI measuring preferred.
• Must hold or will obtain Property & Casualty and/or appropriate business licensure.
• Ability to develop strong knowledge of company’s product line and related insurance concepts.
• Ability to develop and maintain strong business relationships.
• Excellent management, planning, leadership, and organizational skills.
• Proficient in Microsoft Office suite, including Word and Excel.
• Ability to manage all prospecting activity in sales tracking system.
• Ability to travel 50% of the time.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .