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Insurance Agency Sales Manager Jobs in Puerto Rico

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Insurance Agency Sales Manager information

What does an insurance agency sales manager do?

An Insurance Agency Sales Manager is responsible for overseeing a team of insurance agents, setting sales goals, and developing strategies to meet those targets. They recruit, train, and mentor agents, monitor their performance, and ensure compliance with industry regulations and company policies. Additionally, they work to expand the agency's client base, implement marketing initiatives, and build relationships with clients to drive business growth.

What are the key skills and qualifications needed to thrive as an insurance agency sales manager?

To thrive as an Insurance Agency Sales Manager, you need strong leadership, sales acumen, and a deep understanding of insurance products, often supported by a bachelor's degree and relevant state insurance licenses. Familiarity with CRM software, sales analytics tools, and underwriting systems is typically required. Exceptional communication, motivational, and problem-solving skills make a candidate stand out in this role. These abilities are essential for driving sales performance, leading teams effectively, and ensuring customer satisfaction in a competitive industry.

What are some common challenges faced by insurance agency sales managers, and how can they effectively address them?

Insurance Agency Sales Managers often encounter challenges such as meeting ambitious sales targets, retaining high-performing agents, and adapting to changing industry regulations. To address these, successful managers focus on continuous training, foster a supportive team culture, and leverage data-driven sales strategies. Additionally, strong communication and regular feedback help identify and resolve issues early, ensuring both individual and team goals are met.

What is the difference between Insurance Agency Sales Manager vs Insurance Agent?

AspectInsurance Agency Sales ManagerInsurance Agent
CredentialsLicenses, management experienceLicenses, sales certifications
Work EnvironmentOversees sales teams, strategic planningDirectly sells insurance policies to clients
Employer & Industry UsageInsurance agencies, brokeragesInsurance agencies, independent agents
Search & Comparison IntentManagement roles, leadership in salesSales roles, client acquisition

The main difference is that an Insurance Agency Sales Manager focuses on leading and managing sales teams within an agency, while an Insurance Agent directly sells policies to clients. The manager oversees sales strategies and team performance, whereas the agent handles customer interactions and policy sales.

What are popular job titles related to Insurance Agency Sales Manager jobs in Puerto Rico?

For Insurance Agency Sales Manager jobs in Puerto Rico, the most frequently searched job titles are:

What job categories do people searching Insurance Agency Sales Manager jobs in Puerto Rico look for?

The top searched job categories for Insurance Agency Sales Manager jobs in Puerto Rico are:

What cities in Puerto Rico are hiring for Insurance Agency Sales Manager jobs?

Cities in Puerto Rico with the most Insurance Agency Sales Manager job openings:

Insurance Agency Sales Manager jobs near you

Sales Manager

Service Corporation International

San Juan, PR • On-site

$40K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 5 days ago

Service Corporation International rating

6.4

Company rating: 6.4 out of 10

Based on 97 frontline employees who took The Breakroom Quiz

5th of 9 rated funeral services

Job description

Our associates celebrate lives. We celebrate our associates.
Develops a well-trained sales staff that meets or exceed all sales quotas, increases market share and customer base within established budgetary levels while maintaining the highest ethical standards and observing Company policies and procedures.
JOB RESPONSIBILITIES
Staff Management and Leadership
  • Meet and exceed established location sales quotas
  • Ensure that Sales Counselors utilize methods as set forth in training manuals while observing Company policies and procedures
  • Provide initial and ongoing sales instruction to ensure that all Sales Counselors meet or exceed the needs of the customers
  • Manage Sales Counselors acting as their primary reference regarding the aftercare process, prospecting, product knowledge, sales presentations, closing skills, prices, terms, paperwork, sales guideline questions, compliance issues, and delivery of customer service

Market Share
  • Develop marketing programs that compliment the geography, demographics, ethnicity, or religions of the community
  • Analyze and be aware of competitor pricing
  • Plan and participate in community events designed to develop prospects and heighten awareness of the location

Expense Management
  • Review all pre-need contracts and at-need cemetery contracts to ensure compliance with HMIS, state/provincial and or federal laws
  • Approve all discounts offered to customers
  • Prepare reports that demonstrate compliance with financial controls

Operations Support
  • Maintain all marketing materials, training manuals, sales equipment and other sales supplies
  • Ensure that sales programs, incentives and awards, and sales presentations are budgeted, approved and conform to Company policies
  • Maintain all sales rooms and offices in a clean and orderly fashion to provide a professional atmosphere for Sales Counselors and the public

Compliance
  • Ensure that all sales counselors follow the Code of Conduct and obtain proper licensure
  • Ensure compliance of sales practices with federal, state/provincial and local regulations

MINIMUM Requirements
Education
  • High school or equivalent
  • Bachelor's degree preferred

Experience
  • Sales Management experience of 3-5 years required
  • Sales Counselor and sales supervisory experience preferred
  • Experience presenting, training, coaching and motivating salespeople and sales forces a plus

Licenses
  • Valid state/province driver's license with good driving record
  • Insurance license as required by state/province law and as prescribed by each state board

Knowledge, Skills and Abilities
  • Working knowledge of Windows-based PC environment and MS office applications
  • Knowledge of Customer Relationship Management systems a plus
  • Ability to maintain confidentiality
  • Ability to work beyond standard business hours when necessary to service customers
  • Ability to set goals for employees that are challenging but achievable

Compensation:
$40K to $90K targeted compensation (with higher earnings potential based on exceptional performance)
Benefits:
Medical*Dental*Vision*Flexible Spending Accounts (health care and dependent care) *Health Savings Account with Company Contribution*Sick Leave*Short-Term Disability*Long-Term Disability*Life Insurance*Voluntary Accidental Death or Dismemberment Insurance*Dependent Life Insurance*SCI 401(k) Retirement Savings Plan with Company match*Employee Assistance Program
#SCI
Postal Code: 00918-3738
Category (Portal Searching): Sales
Job Location: US-PR - San Juan

What Service Corporation International employees say

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Hours and flexibility

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