Responsibilities
- Guide, mentor, and grow a team of licensed insurance agents within a high-performance, fast-moving sales setting
- Ensure accountability for key performance indicators such as conversion rates, premium generation, contact frequency, and customer satisfaction scores
- Hold routine coaching discussions, evaluate call quality, and conduct performance reviews to uncover development opportunities
- Set measurable performance standards, objectives, and improvement strategies for individual agents
- Regularly review and refine sales procedures, workflows, and team operations to enhance efficiency and scalability
- Find ways to improve lead handling, quoting methods, follow-up practices, and customer interaction techniques
- Work across departments to roll out operational upgrades that enhance both agent and client experiences
- Coordinate with Product, Operations, and leadership teams to share insights on tools, workflows, lead allocation, and process changes
- Play a central role in defining the agency’s operational framework and long-term strategy
- Maintain active partnerships with assigned insurance carriers and assist in carrier-specific programs
- Assist in recruiting and integrating new insurance agents across various locations
- Create and lead continuous training modules, coaching initiatives, and skill refreshers
- Promote a results-driven, cooperative, and customer-first team environment
- Track, interpret, and report on individual and team performance patterns
- Use analytics, dashboards, and reporting systems to uncover insights and guide performance improvements
- Monitor advancement toward team targets and deliver regular progress updates to leadership
Benefits
- Top-tier medical, dental, and vision insurance coverage for employees and their families
- Flexible paid time off policy including 11 company holidays and annual holiday closure
- Leave program for new parents welcoming a child via birth, adoption, or foster placement
- Access to mental health resources and support services
- Paid sabbatical opportunity after five years of service for rest, learning, or personal pursuits
- Health and dependent care flexible spending accounts and HSA plans with employer contributions
- Monthly allowances for wellness, mobile phone, and internet (internet stipend available only to remote workers)
- Financial support for home office setup and co-working space access (available only to remote employees)
- Employee-led groups supporting parents, diversity, inclusion, women, LGBTQIA+, and other communities
- Internal innovation events and team-building activities open to all departments
- Company-wide gatherings such as employee recognition events and annual charity fundraisers
- Quarterly volunteer time off with matching donations to charitable organizations
- 401(k) retirement plan with a 4% employer match
- Early access to test and use new financial tools and products
- Financial planning resources and unlimited consultations with a Certified Financial Planner through Northstar
- Employer-paid disability and life insurance coverage
Work Arrangement
Hybrid
Team
Reports to: Manager, General Manager
Other
- Full-time role requiring a minimum of 40 hours per week
- Hybrid work model with at least three days per week in the office
- Required to use company communication and productivity platforms including Google Workspace, Zoom, Slack, and a provided laptop
