Location
Cleveland, OH, United States
Posted on
Mar 05, 2021
Profile
THE POSITION
The Insurance Sales Process Lead, utilizing independent judgment, clear and direct communication and discretion in decision making, acts as an indirect supervisor in conjunction with the Sales Manager for all agents assigned to them. The primary focus of this role is to develop a consistent sales performer with a heavy emphasis on assumptive sales skills, while ensuring they have knowledge of the internal systems as well as technological understanding to meet and exceed agency goals.
QUALIFICATIONS
Minimum of 4 years’ experience in insurance sales, management, and/or coaching/development
Active P&C license
Strong technical understanding with insurance systems and technology
Strong/proactive communication skills
Proven ability to multitask and prioritize work items
RESPONSIBILITIES
Sales Agent Development
Assists in developing Sales Agents in all aspects of their role
Observes agent performance through phone monitoring and provides feedback through a variety of channels
Identifies coaching opportunities and development needs
Helps agents improve performance through one-on-one proactive coaching sessions, training, and responsive coaching
Utilizes a combination of leadership, coaching/mentoring and sales skills based on established metrics to guide agent's successful development
Focuses on root cause analysis approach while coaching to help streamline agents' efforts to improve metrics and increase growth of agency
Encourages agents to grow and discover solutions on their own through continuous coaching efforts
Technical Help Resource
Assists Agency Manager and Senior Retention Rep with daily tasks as needed
Helps to provide feedback on agent obstacles as they pertain to technology
Is constantly available for technical assistance for agents as they quote various products
Escalates any discovered technology or agent trouble tickets to Agency Manager
Is available for agent user experience testing upon launch of new carriers, systems and products
COMPANY
QuoteWizard, a LendingTree company, provides end-to-end solutions for insurance shoppers and agents alike. That’s why over 40 million people have used QuoteWizard to lower their rates. When you think of insurance, think of QuoteWizard.
What you should know about LendingTree, our Parent Company
We’re a publicly-traded company (TREE).
We’ve welcomed several other companies into the LendingTree family to augment our efforts at helping borrowers make their most sensible financial choices.
We’ve built the LendingTree app and My LendingTree dashboard to give consumers tools to manage and monitor their financial health.
We still make funny commercials
CULTURE
We’re a fast-paced company with an entrepreneurial bend. We work hard and test our products often. We’re collaborative, ambitious, candid and high-energy. Our teammates are some of the brightest, most talented people you’ll ever work with. We care more about your smarts than we do about the kinds of clothes you wear (but please, do wear clothes to work!), and we’re pretty good about rewarding innovation, creativity and the knack for just getting stuff done (we even have an award for employees called the GSD, “Get Stuff Done”).
Come work with us!
QuoteWizard by LendingTree is the kind of company that not only promotes diversity and inclusion; we thrive because of these values. We do not discriminate based on race, color, religion (or creed), gender, gender expression, age, national origin, disability, marital status, sexual orientation or military status.
Company info
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