Note: The job is a remote job and is open to candidates in USA. NerdWallet is dedicated to helping consumers navigate financial decisions, and they are seeking a Sales Manager for their Insurance Agency to lead a high-performing team of licensed insurance agents. This role involves overseeing onboarding, coaching, and performance management to drive agent success and agency growth while fostering a culture of accountability and continuous improvement.
Responsibilities
- Lead, coach, and develop a team of licensed insurance agents in a fast-paced, performance-driven environment
- Drive accountability against core KPIs including conversion rate, premium production, contact rate, and customer experience metrics
- Conduct regular coaching sessions, call reviews, and performance evaluations to identify opportunities for growth and development
- Establish clear performance expectations, goals, and action plans for agents
- Continuously assess and improve sales workflows, processes, and team operations to drive efficiency, scalability, and growth
- Identify opportunities to optimize lead management, quoting, follow-up strategies, and customer engagement
- Partner cross-functionally to implement operational enhancements and improve the overall agent and customer experience
- Collaborate closely with Product, Operations, and Leadership teams to provide feedback on tooling, workflows, lead distribution, and process improvements
- Serve as a key stakeholder in shaping the infrastructure and operational strategy of the agency
- Maintain strong relationships with delegated insurance carrier partners and support carrier-related initiatives
- Support hiring efforts by interviewing and onboarding new insurance agents across multiple locations
- Design and facilitate ongoing training sessions, coaching programs, and skills refreshers
- Foster a high-performance, collaborative, and customer-centric team culture
- Monitor, analyze, and report on agent and team performance trends
- Leverage data, dashboards, and reporting tools to identify insights and drive actionable improvements
- Track progress toward team goals and provide regular updates to leadership
Skills
- 3–5 years of experience managing and coaching sales professionals, ideally in a high-volume, metrics-driven environment
- 7+ years of Property & Casualty insurance experience, with agency experience strongly preferred
- Active Property & Casualty Insurance License (or ability to obtain quickly)
- Demonstrated success improving sales performance and consistently achieving or exceeding team goals
- Strong understanding of sales KPIs and performance management best practices
- Experience using dashboards, scorecards, and reporting tools to manage team performance
- Excellent communication and coaching skills with the ability to provide clear, actionable feedback
- Experience with CRM systems, comparative raters, agency management systems (AMS), and other insurance technology platforms
- Bachelor's Degree
- Experience scaling a sales organization within a digital or tech-enabled insurance environment
- Experience leveraging automation and AI tools to optimize workflows and team productivity
- Background in national or multi-state insurance sales organizations
- Strong analytical and problem-solving skills with the ability to turn insights into action
- Professional insurance designations such as CPCU, CIC, or CRM
Benefits
- Industry-leading medical, dental, and vision health care plans for employees and their dependents
- Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown
- New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
- Mental health support
- Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests
- Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
- Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)
- Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)
- Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities
- Hackathons and team events across all teams and departments
- Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction
- Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match
- 401K with 4% company match
- Be the first to test and benefit from our new financial products and tools
- Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar
- Disability and Life Insurance with employer-paid premiums
Company Overview