Sales Operations Manager (Commercial P&C Insurance)
Skills
- Sales operations and enablement
- Salesforce familiarity and reporting
- Data analysis and performance metrics
- Team leadership and coaching
- Strong oral and written communication
- Campaign and trade show coordination
- Commercial insurance industry knowledge
- CRM management and process optimization
Responsibilities
- Act as liaison between Business Development team and external/internal Salesforce consultants
- Ensure team members have required tools, access, and training to perform daily duties
- Provide training, ongoing coaching, and performance management to help team meet goals
- Analyze Salesforce data and performance metrics to validate agency meetings and production targets
- Run regular team meetings and review sessions
- Make recommendations to improve team effectiveness and sales processes
- Manage tradeshow participation and coordination
- Oversee allocation and performance of special campaigns
- Assign tasks that align with strategic business objectives
- Assist independent agents as needed while maintaining a defined production level
Education
- Bachelor’s degree required
Benefits
- Employee Ownership Program
- Bonus pay (role is bonus-eligible)
- Comprehensive medical, dental and vision insurance
- 401(k) plan with company match
- Work-from-home reimbursement
- Health Savings Account with company contribution
- Short-term disability and life/AD&D insurance
- Employee Assistance Program (confidential)
- Voluntary supplemental benefits (accident, critical illness, hospital)
- Professional development opportunities
- Employee discounts and owner referral program
- Various time off programs and 11 company-paid holidays
Average salary estimate
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