Insurance Sales Team Lead

Job Description

Job Description

Are you ready to take on a dynamic leadership role? Join Howard Hanna Insurance Services, named Best Practices Agency by IA&B, as an Insurance Sales Team Lead! Our agency, also recognized as the Agency of the Year by Travelers Insurance and an Ivans Connected Agency, is seeking a motivated individual to drive the growth of our award-winning team. No need for cold calling. The insurance team receives direct leads from qualified home buyers generated by the real estate side.

Role Objective:

Strategically expand the agency's client base and revenue through effective leadership of the sales team.

Key Responsibilities:

• Refine and execute the insurance sales process
• Engage in business development activities, including:
• Reconnecting with previous clients
• Nurturing unsold leads
• Identifying cross-selling opportunities

Maintain a strong community presence

Foster relationships with key influencers

Drive the agency's growth and reputation

Annual Base Salary + Commission + Bonus Opportunities

Health Insurance

401K

Paid Holidays

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Hands on Training

Career Growth Opportunities

highly competitive uncapped commission and bonus opportunities

Flexible paid time off and vacation time

Excellent training and support for growth

Parental Leave

potential to make estimated $125,000 by year 3 based on productivity

Leadership and Team Management

• Ensure team logs in by 8:30 AM; manage performance.
• Conduct structured meetings for performance review, goal setting, training, and motivation.
• Ensure adherence to sales processes.
• Mentor team members in market placement and underwriting.
• Submit meeting updates to senior management.

Sales and Business Development

• Achieve $40,000+ in monthly new business premiums.
• Maintain a 35%+ team closing ratio on new leads.
• Enforce processes on lost business, follow up on unsold quotes, cross-sell.
• Respond promptly to new inquiries, including off-hours.
• Maintain an 89%+ retention rate and 75% multi-line rate.
• Request referrals and round new business accounts.

Client Relationship Management

• Complete Agency Zoom tasks 30 days after the sale to ensure satisfaction.
• Build client relationships through personalized service.
• Coach team members in resolving negative feedback.

Operational Excellence

• Use Vertafore AMS360 to track prospects, sales, and interactions.
• Update records after each client interaction.
• Monitor reports to allocate leads and optimize productivity.
• Manage HIA reports for timely updates in Agency Zoom.

Howard Hanna Engagement

• Build relationships with office managers, loan officers, and regional leaders for referrals.

Reporting and Metrics

• Provide monthly goal updates before the new month.
• Deliver updates and performance highlights at monthly Sales Meetings.
• Track progress using metrics like market share, sales growth, and client satisfaction.

Desired Outcomes

• Surpass sales goals by re-engaging lost business, cross-selling, and nurturing community relationships.
• Elevate the sales team through training and market strategy guidance.
• Enhance customer loyalty through personalized service and active referrals.
• Drive visibility and efficiency through community activities and management systems.

Property & Casualty insurance license

HowardHanna.com

About Howard Hanna Insurance Services

Howard Hanna Insurance Services provides a one-stop shop for all things insurance, with options for home, auto, umbrella, life, and business and commercial.

Hanna Holdings, Inc. affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.