Director, Insurance Sales Process and Coaching

AAA Mid-Atlantic•Cincinnati, OH

5d•$95,603 - $162,681•Hybrid

About The Position

AAA Club Alliance is hiring for a Director of Insurance Sales Process & Coaching! This role provides strategic insight, leadership and direction to the Sales Coaches within the Insurance business line. The Director is responsible for Agency’s sales process to include P&C business, Life Insurance, and Commercial lines. This position is directly responsible for leading a team of educators and coaches around sales process, training and execution that will lead to increased performance and revenue from our Sales Agents. Our ideal candidate will have Salesforce experience and will have experience with participating in new system launch and implementation. What We Offer: As part of our team, you’ll enjoy a total rewards package designed to support your well-being, growth, and work-life balance. Our package includes: Competitive annual salary; the starting base compensation for this position is: $95,603-$162,681 Annual Bonus + Annual Merit Increase Eligibility Hybrid schedule (3 days on-site weekly) Comprehensive health benefits package 3+ weeks of paid time off accrued during your first year 401(K) plan with company match up to 7% Professional development opportunities and tuition reimbursement Paid time off to volunteer & company-sponsored volunteer events throughout the year Other benefits include a free AAA Premier Membership, Health & Wellness Program, Health Concierge Service, Life Insurance and Short Term/Long Term Disability The base pay range shown is a guideline for compensation and ultimate salary offered will be based on factors such as applicant experience and geographic location.

Requirements

Bachelor’s degree required
7+ years of experience in Personal Lines insurance sales, products and coverages.
Experience leading, creating and conducting sales coaching with an emphasis on outbound sales activities.
7+ years in management or a leadership capacity
Current Insurance Property and Casualty Licenses required
Life Insurance License required
Ability to manage numerous projects simultaneously; maintaining progress on deadlines and meeting project goals.
Motivated, energetic leader experienced in improving the competency of a sales team.
Ability to work with Field Sales Leadership and Carrier Representatives to coach on methods for increasing revenue and account retention, including sales techniques and product knowledge.
Ability to speak effectively in a public setting
Ability to develop and conduct sales coaching programs, applying the techniques of Adult Learning.
Ability to apply independent judgment to identify, select, and apply the most appropriate training methodology within guidelines and procedures.
Effective written and oral communication skills to enable accurate completion of assignments and effective interactions with all levels of associates.
Working knowledge of industry standards and processes required.
Knowledge of the technology which supports the company's policies and processes is strongly preferred.

Nice To Haves

Training experience (preferred)
Insurance Industry Designation (preferred)

Responsibilities

Design and execute a go-to-market strategy for sales process and coaching to include both our Retail Agents, Contact Center Sales Agents, and Member Activation Agents.
Lead a team focused on coaching needs assessments for individuals, identifying specific areas of opportunity and make recommendations based on the observations.
Use data and analytics to create reports/dashboards that will showcase results to Senior Leadership.
Responsible for hiring, coaching, mentoring, and developing new hires; creation of onboarding programs and performance management guidelines.
Recommend and implement appropriate sales process improvements, following AAA Club Alliance guidelines and procedures.
Serve as the subject matter expert for process and sales coaching across the Insurance sales department.
Facilitate meetings within the business line, including organizing and appropriate avenues of follow-up.
Lead the team that will represent the Insurance business line on Organization-wide teams.
Direct responsibility for Sales process for both P&C business, Life Insurance, and Commercial lines activities in the Agency.
Manage team responsible for life insurance case management.
Deliver tools, programs, and resources aligned with business/organizational goals, to include various forms of facilitation.
Assess existing sales training program effectiveness (including but not limited to Member Connect Sales Training, Sales Mastery, and other Coaching Programs) and implement aligned agency sales process programs
Analyze appropriate business line reports to identify patterns and make recommendations to senior leadership.
Work with sales management to identify individual and/or group Sales Agent development needs.
Develop metrics for Sales Coach accountability with the goal to increase agent competency and improve production results.
Create development plans for Sales Coaches, to help improve sales skills, knowledge and abilities.
Benchmark coaching programs against Company standards, partnering with Learning & Development when necessary.
Annual budget responsibilities for this team to include travel, expenses, training and development, etc.
Other duties as assigned