Manager, Insurance Sales Operations (Northeast hybrid or remote)
About the position Responsibilities • Provides sales strategy support, analyzes processes and provides recommendations to Regional Sales Leaders regarding best practices. • Analyzes, refine, and implement effective sales processes to improve efficiency and results. • Coordinates sales meeting agendas and follow-up with minutes and action items. • Runs reports to use in presentation decks for meetings, including regional sales calls, town halls, and corporate meetings. • Serves as the main point of contact for Producers regarding sales reporting discrepancies; escalate to Regional Sales Leader as appropriate. • Acts as a liaison between sales, marketing, finance, and product teams to ensure alignment with company objectives. • Supports the implementation of new sales tools and technologies in collaboration with our Sales Enablement team. • Attend and present metrics in monthly meetings and sales calls which could include senior leadership from various depts. • Assists in the development of sales forecasts and monitor pipeline performance. • Works closely with finance and sales leadership to ensure accurate forecasting. • Supports the development of annual sales targets and quotas. • Develops and maintain sales dashboards and performance reports for leadership and sales teams. • Conduct in-depth analysis of sales data to identify trends, challenges, and opportunities for growth. • Manages CRM systems (e.g., Salesforce) and ensure data accuracy and completeness. • Standardizes and runs sales reports for the region on a weekly, monthly and quarterly basis to provide to leaders. • Reconciles Salesforce New Business and EPIC Production. • Tracks key performance indicators (KPIs) and assist in corrective actions. • Schedules training and onboarding activities for new Producers. • Ensures new hires have access to tools and systems, including Salesforce. • Follows up with new hires to ensure smooth integration. • Coordinates licensing and ensures they are kept up to date. Requirements • Strong analytical skills with experience in data analysis and reporting. • Proficiency with CRM systems (e.g., Salesforce) and Microsoft Office Suite (especially Excel). • Excellent organizational and project management skills. • Strong communication skills, both written and verbal. • Must demonstrate professionalism and presentation skills. • Experience in process optimization and implementation of sales tools (preferred). • Experience with sales forecasting and quota management. • Familiarity with sales enablement tools and methodologies. • Ability to work collaboratively in a fast-paced environment. • Bachelor's degree in Business, Finance, Sales, or related field is preferred. HS diploma or equivalent is required. • 3+ years of experience in sales operations, business operations, or similar role. • 10+ years of consultative/client management experience in one of the related business lines of P&C, Corporate Benefits or Life, and Wealth & Retirement is ideal. • P&C and/or Life and Health License is preferred. Nice-to-haves • Experience in process optimization and implementation of sales tools. • Familiarity with sales enablement tools and methodologies. Benefits • Competitive salary • PTO & paid holidays • 401(k) with match • Exclusive discount programs • Health & wellness programs • Performance-based incentives Apply tot his job