Team Lead, Property & Casualty Sales

GuideStone Financial Resources•Dallas, TX

13d•Hybrid

About The Position

The Team Lead, Property & Casualty Sales coordinates and leads the daily activities of a commercial property and casualty sales team distributing GuideStone's proprietary P&C product and other brokered insurance products. Working within established guidelines, processes, and procedures, this role supervises individual contributors, assists management with decisions and activities, and may spend a portion of the time performing sales work directly. The Team Lead drives team execution against sales targets, aligning work with unit goals and enterprise strategy. The role coordinates workloads, priorities, producer pipelines, territories, and lead assignments; provides day-to-day direction; and supports management with team performance, staffing, and workflow. It also develops prospect pipelines, provides insurance coverage solutions, supports account retention, monitors performance metrics, and prepares sales and pipeline reports. The Team Lead promotes consistent CRM and sales processes, ensures compliant sales practices, and pursues ongoing professional growth. The role has full supervisory responsibility, including reviewing assigned staff performance. Travel is required up to 25% annually.

Requirements

At least 5 years of experience in commercial P&C insurance sales or a related role.
Active Property & Casualty (P&C), Life & Health (L&H), and Excess & Surplus Lines (E&S) licenses; candidates who are 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.
Working knowledge of the team's function within the organization and its contribution to broader sales objectives.
Demonstrated ability to coordinate a team and prioritize competing demands.
Strong interpersonal, communication, and presentation skills.
Proficiency in MS Office, Microsoft Dynamics CRM, and Applied Epic agency management software.
Ability to maintain complete confidentiality regarding GuideStone business matters.

Nice To Haves

Bachelor's degree in business, marketing, finance, or a related field; equivalent work experience is also accepted.

Responsibilities

Coordinate and lead daily team activities, aligning workload distribution and priorities with unit objectives.
Monitor producer workloads, pipeline distribution, territory activity, and lead assignments to support balanced resource utilization and business growth.
Supervise individual contributors by providing day-to-day direction and guidance within established processes.
Assist management with decisions and activities related to team performance, staffing, and workflow.
Perform sales work directly as needed, including prospecting, discovery, and closing assigned accounts.
Execute prospecting strategies to develop Ministry Partner prospect pipelines across assigned territories.
Deliver coverage solutions by applying knowledge of insurance needs, product offerings, and market trends.
Support the Account Management team in maintaining key client relationships and carrying out retention activities.
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 through communication, seeking input, and contributing to shared goals.
Ensure sales practices comply with agency guidelines and legal, regulatory, and ethical standards.
Promote consistent adoption of CRM processes, pipeline stages, sales methodologies, and documentation standards across the sales team.
Pursue continuous professional growth and mastery of the P&C sales discipline.
Review the performance of assigned staff.
Travel up to 25% annually.
Maintain complete confidentiality regarding GuideStone business matters.