Sales Manager – Agency Sign Up

This is a fully remote position, open to applicants in California.

📋 Description

• Lead, mentor, and develop a team of Sign-Up Specialists by establishing clear performance expectations and providing continuous feedback to facilitate individual growth.

• Own the team's conversion metrics: establish targets, monitor performance, and determine the coaching or process changes that drive improvement.

• Foster and enhance a vibrant, high-energy sales culture that emphasizes urgency, follow-through, and creating a positive first impression of the platform.

• Recruit, onboard, and train new team members as the Sign-Up function expands.

• Standardize workflows and call procedures to guarantee quality, consistency, and scalability throughout the team.

• Create momentum with potential agencies during the sign-up process to promote activation and initial platform usage.

• Collaborate closely with the Onboarding team to ensure smooth transitions and shared understanding of what constitutes a well-activated agency.

• Define and monitor KPIs such as conversion rates, contact-to-activation ratios, and call/activity metrics; analyze trends and provide actionable insights for leadership.

• Prepare and deliver regular performance reports to senior leadership regarding team outcomes, key initiatives, and potential growth areas.

• Work collaboratively with Product, Marketing, and Operations to relay agent feedback and provide the necessary tools and resources to your team.

• Stay updated on carrier appetites, market dynamics, and the competitive landscape to ensure the team's messaging remains sharp and pertinent.

• Address escalations in a timely manner and resolve issues that may hinder an agency's activation process.

⛳️ Requirements

• Bachelor's degree or equivalent professional experience.

• Over 5 years of experience in sales, sales leadership, insurance distribution, or a similar field, including at least 2 years of managing a sales team.

• Proven history of owning and improving conversion or pipeline metrics.

• Strong coaching instincts, capable of developing representatives at various experience levels through observation and targeted feedback, rather than mere encouragement.

• Analytical and data-oriented, comfortable using a CRM and fluent in performance metrics.

• P&C license (preferred).

• CPCU or CIC designation (preferred).

🏝️ Benefits

• A variety of medical plans to select from, along with 100% employer-covered dental; vision plans available for our employees and their families.

• We offer a 401(k) retirement plan, short- and long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP).

• Equity - This role includes eligibility for equity compensation.

• Training and Career Growth - Opportunities for training and internal career advancement.

• Flexible Time Off - You determine the best times to recharge.