Sales Manager (Insurance)
About The Position
NerdWallet is launching NerdWallet Insurance Experts, a new segment focused on helping consumers make confident insurance decisions. As NerdWallet's Property & Casualty insurance agency, we specialize in personal lines products and aim to provide a seamless, customer-first insurance shopping experience. We are looking for a Sales Manager, Insurance Agency to lead, develop, and scale a high-performing team of licensed insurance agents. This role will involve overseeing onboarding, coaching, performance management, and operational excellence within the sales organization. The Sales Manager will be crucial in driving agent success and agency growth by focusing on high-impact activities that enhance conversion rates, premium production, and customer outcomes. This leader will be instrumental in achieving key performance metrics such as contact rate, close rate, premium per agent, and overall sales effectiveness, while cultivating a culture of accountability, collaboration, and continuous improvement.
Requirements
- 3–5 years of experience managing and coaching sales professionals, ideally in a high-volume, metrics-driven environment.
- 7+ years of Property & Casualty insurance experience, with agency experience strongly preferred.
- Active Property & Casualty Insurance License (or ability to obtain quickly).
- Demonstrated success improving sales performance and consistently achieving or exceeding team goals.
- Strong understanding of sales KPIs and performance management best practices.
- Experience using dashboards, scorecards, and reporting tools to manage team performance.
- Excellent communication and coaching skills with the ability to provide clear, actionable feedback.
- Experience with CRM systems, comparative raters, agency management systems (AMS), and other insurance technology platforms.
Nice To Haves
- Bachelor’s Degree
- Experience scaling a sales organization within a digital or tech-enabled insurance environment.
- Experience leveraging automation and AI tools to optimize workflows and team productivity.
- Background in national or multi-state insurance sales organizations.
- Strong analytical and problem-solving skills with the ability to turn insights into action.
- Professional insurance designations such as CPCU, CIC, or CRM.
Responsibilities
- Lead, coach, and develop a team of licensed insurance agents in a fast-paced, performance-driven environment.
- Drive accountability against core KPIs including conversion rate, premium production, contact rate, and customer experience metrics.
- Conduct regular coaching sessions, call reviews, and performance evaluations to identify opportunities for growth and development.
- Establish clear performance expectations, goals, and action plans for agents.
- Continuously assess and improve sales workflows, processes, and team operations to drive efficiency, scalability, and growth.
- Identify opportunities to optimize lead management, quoting, follow-up strategies, and customer engagement.
- Partner cross-functionally to implement operational enhancements and improve the overall agent and customer experience.
- Collaborate closely with Product, Operations, and Leadership teams to provide feedback on tooling, workflows, lead distribution, and process improvements.
- Serve as a key stakeholder in shaping the infrastructure and operational strategy of the agency.
- Maintain strong relationships with delegated insurance carrier partners and support carrier-related initiatives.
- Support hiring efforts by interviewing and onboarding new insurance agents across multiple locations.
- Design and facilitate ongoing training sessions, coaching programs, and skills refreshers.
- Foster a high-performance, collaborative, and customer-centric team culture.
- Monitor, analyze, and report on agent and team performance trends.
- Leverage data, dashboards, and reporting tools to identify insights and drive actionable improvements.
- Track progress toward team goals and provide regular updates to leadership.
Benefits
- Industry-leading medical, dental, and vision health care plans for employees and their dependents
- Flexible Vacation Time Off
- 11 holidays
- Holiday company shutdown
- New Parent Leave
- Mental health support
- Paid sabbatical after 5 years
- Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
- Monthly Wellness Stipend
- Cell Phone Stipend
- Wifi Stipend (Only remote Nerds are eligible)
- Work from home equipment stipend
- Co-working space subsidy (Only remote Nerds are eligible)
- 8 hours of volunteer time off per quarter
- 401K with 4% company match
- Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar
- Disability and Life Insurance with employer-paid premiums
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What This Job Offers
Job Type
Full-time
Career Level
Manager
