Sales Team Manager

Posted 3 Days Ago
Be an Early Applicant
Rochester, NY
80K-90K Annually
Mid level
Fintech • Insurance
Next Insurance provides affordable and customizable policies to small business owners.
The Role
The Sales Team Manager leads a team of licensed Sales Producers, focusing on achieving sales quotas while mentoring and developing staff. They work closely with the Director of Sales on forecasting and sales goals, supervise team activities, provide training, and ensure adherence to sales processes and company values.
Summary Generated by Built In

Sales Team Manager

Who are we?

Next Insurance is a fast-growing tech company based in Silicon Valley that is led by a team of experienced entrepreneurs with a history of successful outcomes. Our mission is to transform insurance for small businesses by combining world-class technology and phenomenal customer service to offer better insurance at a lower price. As the leading digital insurtech company transforming small business insurance, we just announced a $250 million new funding round, bringing the company’s valuation to $4 billion and total funding raised to more than $880 million! 

Another piece of exciting news is our partnership with AP Intego, which became official in March and allows NEXT to provide even more tailored insurance solutions to our customers. AP Intego offers a suite of small business commercial products for companies like Intuit, Gusto and Square. Combining our teams makes us even more valuable for small businesses across the U.S. 

Next Insurance is looking for explorers who are filled with curiosity, have the desire to travel the unbeaten path, and realize new heights in providing small business owners with the peace of mind to run their businesses. If you move fast, and are customer-focused and willing to challenge the status quo, Next Insurance might just be your next journey.

Position

The Sales Team Manager, working with the Director of Sales, is a “player/coach” leading a tightly-knit team of licensed Sales Producers. The leader will monitor, mentor, and develop staff to achieve goals and objectives. This leader will also be expected to figure out better ways to handle the sales process, engaging with the rest of sales leadership, product, and tech ops. Will also maintain company culture and adherence to our company values.


Here’s what you’ll do day to day:

  • Lead a team of Producers to attain weekly, monthly, and annual sales quotas.
  • Works with the Director of Sales, along with Product and Tech Ops (and potentially partner contacts) to develop and administer programs to increase lead referral and conversion for partners assigned.
  • Participates with the Director of Sales in annual and quarterly forecasting and sales goals.
  • Initial escalation point for Sales Producers assigned to the team.  This includes basic underwriting, process and client questions.  
  • Supervise the individuals on the team, including basic PTO approval, queue management, but also identifying training gaps and any performance issues that arise.
  • Responsible for team-level goals (units, conversion, P&C attach)
  • Ensures Sales Producers adhere to documented processes relative to customer follow up and documentation.
  • Review Post Sale surveys and provide coaching/direction to maintain set standards.
  • Assist with hiring and on-boarding of new Sales Producers, in conjunction with AP Intego training standards.
  • Assist in monthly/quarterly/annual goal setting and reviews for Sales Producers.
  • Monitor lead assignment to ensure equitable distribution of leads to the Partner Sales Producers.
  • Partners with Service Manager(s) to review and contribute to retention and NPS goals.


Here’s what we are looking for:

  • Have a minimum of 3 years Commercial Insurance experience
  • Prior experience in Insurance sales required
  • Experience in a partner-driven, high-volume telephonic sales model preferred
  • Possess an active New York State Property & Casualty license
  • Obtain and maintain all state insurance licenses.  This includes the obtainment of all CE credits needed to renew domicile license.
  • Demonstrate a strong commitment to ethics
  • Possess strong oral and written communication skills
  • Be a highly organized, independent thinker with strong interpersonal skills that can be applied to managing the team and external relationships
  • Previous experience using Salesforce or a similar CRM system in a high-volume sales environment
  • Possess comprehensive computer skills
  • Have a working knowledge of carrier quoting systems


Equal Opportunity EmployerNEXT is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, gender, gender identity, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.

The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position in the location(s) listed. Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training. NEXT employees are eligible to participate in our equity incentive program and will also receive our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more.

US annual base salary range for this full-time position:

$80,000$90,000 USD


Don’t meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.


One of our core values is 'Play as a Team'; this means making sure everyone has an equal chance to participate and make a difference. We win by playing together. Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. Next's policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Top Skills

Salesforce
The Company
HQ: Palo Alto, CA
651 Employees
Hybrid Workplace
Year Founded: 2016

What We Do

The needs of business owners have significantly changed over the past decade, the insurance industry hasn’t. When you’re running your own business, you’re placing a huge bet on yourself. Your ideas, your passion, your blood, sweat and tears define your success. Next Insurance was created to give your business the coverage it deserves. Simple, affordable and tailored. So no matter what you do, no matter how you define success, we’re right there, next to you. Behind our groundbreaking AI-based technology there are hundreds of us. Data scientists, insurance advisors, product managers, designers & more. We are passionate about helping businesses achieve their goals & are committed to serve the needs of business owners. Even our three founders started their path as small business owners so they have been there and are committed to supporting the journey of your business.

Why Work With Us

Next Insurance is looking for explorers who are filled with curiosity, have the desire to travel the unbeaten path, and realize new heights in providing small business owners with the peace of mind to run their businesses. If you move fast, customer-focused, and willing to challenge the status quo, Next Insurance might just be your next journey.

Gallery

Gallery

Similar Jobs

January Logo January

Senior Account Executive

Fintech • Mobile • Payments • Social Impact • Financial Services
Hybrid
New York, NY, USA
90 Employees
120K-150K Annually

Clay Logo Clay

Go-To-Market Engineer

Artificial Intelligence • Consumer Web • Machine Learning • Productivity • Sales • Software • Analytics
New York, NY, USA
93 Employees
New York, NY, USA
200 Employees

Pinwheel Logo Pinwheel

Business Development Lead, Banking Platforms

Big Data • Fintech • Information Technology • Payments • Software
Easy Apply
Hybrid
New York, NY, USA
50 Employees

Similar Companies Hiring

EDGE Thumbnail
Software • Fintech • Financial Services • Analytics
Chicago, IL
20 Employees
Bectran, Inc Thumbnail
Software • Machine Learning • Information Technology • Fintech • Automation • Artificial Intelligence
Schaumburg, IL
51 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account