Inside Sales Manager - Insurance

Posted December 12, 2024
Apply: Paychex


Overview

The Insurance Inside Sales Manager develops and implements strategies for the Inside Sales Hub. This position focuses on coaching and developing sales rep talent through training, driving operational excellence, and identifying leads to support reps in meeting Paychex goals. This division exclusively sells for the Paychex Insurance Agency.

Responsibilities

  • Responsible for leading the Insurance Inside Sales team.
  • Manages achieving corporate objectives and sales quotas, within budgeted financial guidelines.
  • Cultivates and develops a business/sales referral network from other sales divisions within Paychex.
  • Works with insurance carrier underwriters and designated insurance carrier contacts to develop business relationships to maximize sales, identify target markets, and assist in managing mutual objectives and problem-solving through partnership principles.
  • Ensures the accuracy of sales submissions is complete to both our insurance carriers and internal operations so that we meet corporate and insurance carrier requirements and guidelines.
  • Works closely with internal administration groups such as new case setup, to resolve any service issues on a timely basis and develops a partnership with our internal operations team for the best client service experience.
  • Coaches and mentors inside sales representatives to enhance their selling skills and ensure consistency.
  • Recruits, selects and directs sales staff in meeting or exceeding Paychex corporate goals. Monitors attainment versus forecast and takes corrective action when necessary.
  • Interviews job applicants and conducts performance reviews to improve sales representative performance.
  • Initiates participates in, and manages ongoing training of assigned sales agents in technical knowledge of insurance products and carrier competition within assigned markets.
  • Projects a positive image in representing the corporation to clients and the community.
  • Ensures accuracy of weekly activity reports, audits commission, and expense reports.
  • Initiates participates in, and supervises ongoing training of assigned sales representatives in technical knowledge, competitive knowledge, and sales skills knowledge.
  • Fosters a culture of proactivity, resilience, and accountability.
  • May be required to travel to attend conferences, training sessions, and/or area regional or national meetings.

Qualifications

  • Bachelor's Degree in Accounting, Business Administration, or Marketing - Preferred
  • 5 years of experience in Sales experience.
  • 3 years of experience in Leadership experience.
  • 3 years of experience in Inside Sales experience.
  • 3 years of experience in Health and P&C Insurance Industry experience.
  • Insurance Agency, Inc. (PIA) will cover the cost of up to two (2) attempts to pass a state insurance licensing exam including exam materials and testing fees. The cost of any additional attempts will be at the expense of the individual employee. If an individual is hired by PIA with an active and current license(s), that employee will be responsible for the timely updating and/or verifying of any changes that may have occurred with their state license(s) before their start date at PIA. This includes any state of residence changes, e-mail changes, mailing address changes, or name changes.


EOE, including disability/vets