Inside Sales Representative Manager
Role Overview
The Inside Sales Representative Manager is responsible for driving new insurance sales by partnering with our Core independent agents across multiple states. This role focuses on increasing production in Commercial Lines, Personal Lines, and Life Insurance through proactive sales coaching, virtual training, one-on-one consultation, and relationship management. The Inside Sales Representative Manager serves as a trusted sales partner, helping agents identify opportunities, develop sales strategies, and grow their books of business. Success in this position requires strong consultative selling skills, the ability to motivate and influence agents remotely, and a deep understanding of insurance products and sales processes.
Key Skills for This Role
Full Job Posting
Position Overview
The Inside Sales Representative Manager is responsible for driving new insurance sales by partnering with our Core independent agents across multiple states. This role focuses on increasing production in Commercial Lines, Personal Lines, and Life Insurance through proactive sales coaching, virtual training, one-on-one consultation, and relationship management. The Inside Sales Representative Manager serves as a trusted sales partner, helping agents identify opportunities, develop sales strategies, and grow their books of business. Success in this position requires strong consultative selling skills, the ability to motivate and influence agents remotely, and a deep understanding of insurance products and sales processes.
Essential Job Functions
Drives new business growth in Commercial Lines, Personal Lines, and Life Insurance through strategic partnerships with assigned agents
Builds productive relationships with our Core agents and develop customized action plans to improve sales performance
Conducts virtual one-on-one coaching sessions to identify sales opportunities, overcome obstacles, and improve closing ratios
Plans and facilitates engaging virtual group training sessions focused on sales techniques, product knowledge, prospecting, cross-selling, and business development
Analyzes production reports and sales metrics to identify growth opportunities and prioritize outreach
Promotes cross-selling strategies that increase client retention and overall policy growth
Collaborates with underwriting, marketing, and internal sales teams to support agency success
Maintains regular communication with assigned agencies through phone calls, video meetings, and email outreach
Assists agents with sales planning, pipeline development, prospecting strategies, and account rounding opportunities
Stays current on insurance products, market trends, carrier programs, and state-specific regulations across assigned territories
Documents activities, sales opportunities, and follow-up actions within Salesforce
Meets or exceeds established sales growth, activity, and production goals
Supports agents located across multiple states
Limited travel may be required for agency visits, conferences, or sales meetings
Performs other duties as assigned
Education & Experience
Required
Associate's degree in business, marketing, insurance or related field, or equivalent experience
Typically requires 7+ years of experience in sales, agency development, business development or underwriting experience
Preferred or Specialized
Bachelor’s degree preferred
Experience working with independent insurance agencies
Multi-state insurance experience
Agency management or sales coaching experience
Certifications & Licenses
Chartered Life Underwriter (CLU) or Life Underwriting Training Council Fellow (LUTCF) preferred
Knowledge, Skills & Abilities
- Demonstrated skill in:
- verbal, written and presentation communication
- Commercial Lines, Personal Lines, and/or Life Insurance sales and/or underwriting
- consultative selling and relationship-building skills
- organizational and time management with the ability to manage multiple priorities
- Demonstrated ability to:
- use video conferencing platforms to conduct virtual presentations, webinars, online training or coaching
- analyze production data and translate insights into actionable sales strategies
- Demonstrated knowledge of:
- Microsoft Office software
- CRM platforms
Pay Range
- $73,000 - $98,000 annually
- This range is based on the expected level of experience and skills for this position. Final compensation will depend on individual.
Benefits
- Health, Dental and Vision Insurance
- Generous 401(k) with company match
- Paid Time Off (PTO) with Paid Holidays
- Flexible/Hybrid Work Schedule
- Paid Volunteer Program
- For more information about the benefits we offer, please visit our Careers Page .
About Pekin Insurance
Pekin Insurance is a reciprocal insurance group providing auto, home, life, health, and business coverage.
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