Sales Manager – Agency Sign Up

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🕒 Julho 14

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Logo of First Connect Insurance Services

First Connect Insurance Services

11 - 50 funcionários

Fundada em 2014

🛡️ Seguros

💳 Fintech

☁️ SaaS

Insurance • Fintech • SaaS

A First Connect Insurance Services é uma plataforma insurtech projetada para apoiar corretores de seguros independentes no crescimento de suas agências. Oferece acesso rápido a mais de 130 seguradoras em diversos tipos de cobertura, incluindo seguro residencial, automotivo, comercial e de vida. A plataforma possui ferramentas fáceis de usar, como um sistema de comparação de preços, insights em tempo real sobre apetite de mercado e processos de integração sem complicações, permitindo que os corretores otimizem suas operações e melhorem o desempenho de seus negócios sem incorrer em altos custos.

Descrição

• Lead, coach, and develop a team of Sign-Up Specialists, setting clear performance expectations and providing ongoing feedback to help each rep grow. • Own team conversion metrics: set targets, track performance against them, and identify the coaching or process interventions that move the needle. • Build and reinforce a consistent, high-energy sales culture focused on urgency, follow-through, and delivering a strong first impression of the platform. • Recruit, hire, and ramp new team members as the Sign-Up function scales. • Standardize workflows and call processes to ensure quality, consistency, and scalability across the team. • Generate momentum with prospective agencies during the sign-up process to drive activation and early platform utilization. • Partner closely with the Onboarding team to ensure clean handoffs and alignment on what a well-activated agency looks like. • Define and track KPIs including conversion rate, contact-to-activation ratios, and call/activity metrics; analyze trends and surface actionable insights for leadership. • Prepare and present regular performance reports to senior leadership on team results, key initiatives, and opportunities. • Work cross-functionally with Product, Marketing, and Operations to surface agent feedback and bring the right tools and resources to your team. • Stay informed on carrier appetites, market trends, and the competitive landscape to keep the team's messaging sharp and relevant. • Address escalations promptly and resolve issues that could slow or block an agency's path to activation.

🎯 Requisitos

• Bachelor's degree or equivalent work experience • 5+ years of experience in sales, sales leadership, insurance distribution, or a related field, with at least 2 years managing a sales team • A track record of owning conversion or pipeline metrics and moving them in the right direction • Strong coaching instincts, with the ability to develop reps at different experience levels through observation and specific feedback, not just encouragement • Analytical and data-driven, comfortable in a CRM and fluent in performance metrics • P&C license (preferred) • CPCU or CIC designation (preferred)

🏖️ Benefícios

• Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families. • We also offer a 401(k) retirement plan, short; long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP) • Equity - This position is eligible for equity compensation • Training and Career Growth - Training and internal career growth opportunities • Flexible Time Off - You know when and how you should recharge

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