Team Lead, Property & Casualty Sales

GuideStone Financial Resources; Dallas (TX); Sur place; USD 90 000 - 120 000; Plein temps

Avantages offerts par ce poste

Tuition reimbursement

Flexible work schedules

Benefits package

Community outreach

Résumé du poste

GuideStone Financial Resources in Dallas, TX seeks a Team Lead for Property & Casualty Sales to supervise a commercial P&C sales team, coordinate daily activities, and steer pipeline development while occasionally performing direct sales. The role requires guiding team members toward regional targets with integrity and client focus.

The position emphasizes leadership, licensing readiness, and collaboration across departments, with travel up to 25% and a focus on compliance, CRM best practices,

Qualifications

• Bachelor’s degree preferred, or equivalent work experience.
• 5+ years of experience in commercial P&C insurance sales or related role.
• Active P&C license required or ability to obtain within 60 days of hire.
• Strong coordination and prioritization of competing demands.
• Proficiency in MS Office and CRM systems; travel up to 25% yearly.

Responsabilités

• Coordinate and lead daily team activities, ensuring workload distribution aligns with unit objectives and monitor pipelines and lead assignment.
• Supervise the work of individual contributors and provide day-to-day direction within established processes.
• Assist management with decisions related to team performance, staffing, and workflow.
• Spend time performing sales work directly, including prospecting, discovery, and closing on assigned accounts.
• Drive sales execution and client engagement; develop pipelines across assigned territories.
• Deliver coverage solutions by applying knowledge of insurance needs, products, and market trends.
• Support Account Management in maintaining key client relationships and retention activities.
• Monitor KPI progress and prepare regular sales activity reports.

Connaissances

Team leadership

Interpersonal skills

Communication skills

Sales strategy

Travel readiness

Formation

Bachelor’s degree or equivalent

Outils

MS Office

CRM (Microsoft Dynamics)

Applied Epic

Description du poste

Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

The Team Lead, Property & Casualty Sales coordinates and leads the daily activities of a commercial P&C sales team supporting the distribution of GuideStone’s proprietary P&C product and other brokered insurance products. This role works within established guidelines, processes, and procedures to supervise individual contributors, assists with management decisions and activities, and may spend a portion of time performing sales work directly. The Team Lead drives team execution against sales targets, ensuring alignment with unit goals and delivering meaningful results that advance enterprise strategy. We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands. (Psalm 78:72)

What You’ll Do:

• Coordinate and lead daily team activities, ensuring workload distribution and priorities align with unit objectives and monitor producer workloads, pipeline distribution, territory activity, and lead assignment to ensure balanced resource utilization and business growth.
• Supervise the work of individual contributors, providing day-to-day direction and guidance within established processes
• Assist management with decisions and activities related to team performance, staffing, and workflow
• Spend a portion of time performing sales work directly, including prospecting, discovery, and closing on assigned accounts
• Sales Execution & Client Engagement
• Execute prospecting strategies to develop pipelines of Ministry Partner prospects across assigned territories
• Deliver coverage solutions for clients by applying working knowledge of insurance needs, product offerings, and market trends
• Support Account Management team in maintaining key client relationships and executing retention activities
• Performance & Reporting
• Monitor team activity against defined KPIs and communicate progress to the Manager
• Prepare regular reports on team sales activity, pipeline health, and client engagement
• Foster teamwork by communicating well, seeking input, and contributing to shared goals
• Compliance & Continuous Improvement
• Ensure team sales practices are in compliance with agency guidelines and legal, regulatory, ethical standards and consistent adoption of CRM processes, pipeline stages, sales methodologies, and documentation standards across the sales team.
• Pursue excellence through continuous professional growth and mastery of the P&C sales discipline
• Supervisory Responsibilities and/or Relationships
• Responsible for full scope of supervision including reviewing performance of assigned staff.

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 related field preferred, or equivalent work experience
• Working knowledge of team function within the organization and how it contributes to broader sales objectives
• Active Property & Casualty (P&C), Life & Health (L&H), and Excess & Surplus Lines (E&S) licenses required
• Candidates not currently licensed must be able to obtain all required licenses within 60 days of hire
• Working knowledge of the commercial P&C insurance industry, including state and federal regulations and market trends
• Demonstrated ability to coordinate a team and prioritize competing demands
• Strong interpersonal, communication, and presentation skills
• Proficiency in MS Office and CRM (Microsoft Dynamics) and agency management software (Applied Epic)
• Travel is required up to 25% annually
• Must have complete confidentiality regarding GuideStone business matters
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions