Team Lead, Property & Casualty Sales

GuideStone•Dallas, TX

12d•Hybrid

About The Position

The Team Lead, Property & Casualty Sales coordinates and leads the daily activities of a commercial property and casualty (P&C) sales team that distributes GuideStone’s proprietary P&C product and other brokered insurance products. Working within established guidelines, processes, and procedures, this role supervises individual contributors, assists with management decisions and activities, and may spend part of the time performing sales work directly. The Team Lead drives team execution against sales targets, aligns activity with unit goals, and delivers results that advance enterprise strategy. The role includes coordinating workloads and priorities, providing day-to-day direction, supporting sales execution and client engagement, monitoring performance and reporting results, and ensuring consistent compliance with agency guidelines, legal and regulatory standards, and sales processes. It includes full-scope supervision, including reviewing the performance of assigned staff. Travel is required up to 25% annually. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

At least 5 years of experience in commercial P&C insurance sales or a related role.
Working knowledge of team functions within the organization and how they contribute to broader sales objectives.
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.
Demonstrated ability to coordinate a team and prioritize competing demands.
Strong interpersonal, communication, and presentation skills.
Proficiency in MS Office, CRM software (Microsoft Dynamics), and agency management software (Applied Epic).
Ability to travel up to 25% annually.
Must 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, distributing workloads and priorities in alignment with unit objectives.
Monitor producer workloads, pipeline distribution, territory activity, and lead assignments to support balanced resource use 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 pipelines of Ministry Partner prospects across assigned territories.
Deliver coverage solutions by applying working 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 effective communication, seeking input, and contributing to shared goals.
Ensure team 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.