Insurance Sales Process Specialist
About The Position
We are seeking a full time Insurance Process Specialist to join our Insurance Sales Process & Coaching Team! This position is a hybrid role and requires candidates to reside within a commutable distance to our office in Wilmington, DE. The role also involves travel throughout our market to work 1:1 with Agents. The primary duties include coaching individual Insurance Sales Agents on consultative sales programs and standardized sales processes, providing structured coaching to new agents to meet production standards, and guiding less tenured agents toward top performance. The specialist will execute structured coaching plans, facilitate workshops, lead best-practice sharing, and maintain accountability through reporting. Collaboration with the training team to reinforce sales skills and process adherence is also a key responsibility.
Requirements
- Bachelor’s degree preferred; equivalent experience may be considered in lieu of degree
- 5+ years’ experience selling Property and Casualty or Life insurance products
- 2+ years experience in a role working in a training or mentorship capacity
- Active Property and Casualty License required
- Life Insurance License preferred
- Experience in using CRM and BI tools, including Salesforce required
Responsibilities
- Coach individual Insurance Sales Agents to apply ACA’s consultative sales program and standardized sales processes in daily sales interactions.
- Provide structured coaching to new agents (<12 months) to meet new agent production standards emphasizing brand-first strategy, lead prioritization, bundling at point-of-sale, and cross-sell strategies with life insurance and other ancillary businesses.
- Guide less tenured agents toward top performance through focused coaching on income maximization, process adherence, and bundling strategies.
- Execute structured coaching plans, including weekly one-on-one coaching sessions for new agents and monthly one-on-one sessions for striving agents, ensuring smooth transitions between segments.
- Facilitate biweekly new agent workshops as an extension of the initial New Hire Training program to reinforce best practices, offer customized support, and foster camaraderie among new hires.
- Lead best-practice sharing through cohort meetings to elevate coaching effectiveness, focusing on analytics, economic-based coaching, and insurance advisory selling skills.
- Maintain accountability through Sales Coach specific reporting, measuring productivity based on their assigned agent pool through metrics including bundled sales, branded sales, and quote volume.
- Collaborate with the training team to reinforce consultative sales skills and process adherence, offering consistent curriculum and resources throughout onboarding.
- Perform other duties as assigned.
Benefits
- Medical, Dental, and Vision plan options
- Up to 2 weeks Paid parental leave
- 401k plan with company match up to 7%
- 2+ weeks of PTO within your first year
- Paid company holidays
- Company provided volunteer opportunities + 1 volunteer day per year
- Free AAA Membership
- Continual learning reimbursement up to $5,250 per year
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
