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Team Manager | Insurance Sales

Role overview

Qualifications

  • Active Property Casualty (PC) License or Personal Lines License is required
  • 3+ years of documented success as an insurance producer
  • 1–2 years of experience managing a sales team
  • Proven ability to manage high-volume outbound environments

Responsibilities

  • Drive team performance and monitor calls
  • Hire, train, coach, and lead sales agents
  • Prepare reports and analyze data to improve processes
  • Continuously improve through feedback and manage compliance with company policies

Key facts

Other skills

  • Team Management
  • Coaching
  • Collaboration
  • Communication
  • Problem Solving
  • Adaptability

About the company

Full Potential Solutions logo

Full Potential Solutions

Outsourcing & Offshoring

Full Potential Solutions (FPS) is a new kind of performance-based outsourcing firm that puts culture and employees first, because we believe that happy, fulfilled teams accomplish great things. FPS develops comprehensive multichannel solutions for our partners to drive breakthrough business results. With a focus on increasing customer lifetime value and reducing acquisition costs for large brands, FPS couples the best people with our proprietary analytics and technology to implement effective strategies so our partners can reach their full potential. We develop and implement programs leveraging voice, email, and chat, coupled with direct mail and analytics to improve and optimize: sales / customer acquisition, lead generation, customer care, up-selling, retention and tech support. Our Culture We’re a group of trailblazers and doers. We love knocking down a complex problem and finding a solution. We challenge each other every day to perform our best, and take care of each other while doing it. At FPS, we are committed to creating an exciting culture of collaboration, innovation, leadership and fun. We take the time to invest in our people, providing them with comprehensive tools and training, and develop fulfilling paths for long-term career growth. Our team operates according to four core values that govern everything we do! - Integrity: Do what’s right and put team before self. - Excellence: Deliver exceptional results and reward performance. - Accountability: Take ownership and pride in our work. - Grace: Respect and appreciate one another; make your work personal! Interested? We're Hiring! We’re looking for smart, driven and talented people at all levels to join our rapidly growing team here in Kansas City, Missouri, USA, Waltham, Massachusetts, USA, Manila, Philippines and Chennai, India.

Company details

IndustryOutsourcing & Offshoring
Company size1001 - 5000

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Job description

About Us

Full Potential Solutions (FPS) is a performance-based, analytically driven omnichannel solutions organization with operations in Waltham, MA, Chennai, India, Bogota, Colombia, and Manila, Philippines that puts culture and employees first. We are a rapidly growing global company, employing the best people, processes, and proprietary technology to deliver groundbreaking solutions for our clients and fulfilling careers for our employees.

We invest in our people and put culture first because we believe that happy, fulfilled teams deliver breakthrough results. FPS offers a competitive suite of benefits for our employees, including a lucrative compensation program, medical, dental, and vision benefits, and the opportunity for high-potential career growth with a fast-growing company.

Our Core Values:

  • Integrity - Do what’s right for everyone: clients, shareholders, partners & colleagues, TEAM is more important than self, and create an atmosphere of mutual respect

  • Excellence - Deliver exceptional client results, Reward and recognize performance, and Relentless pursuit of improvement

  • Accountability - Act like an owner, take pride in our work, Measure results (your own and our clients), Be passionate

  • Grace - Respect and appreciate differences, Care for one another, Humility, Make work personal

Our Mission: To create conditions within which people can thrive!

As a Team Manager, you will provide support, coaching, feedback, process improvement, performance management, and client management supporting our insurance sales campaign. The Team Manager holds the responsibility of supporting customers to qualify for business leads. You must be able to collaborate and operate in a fast-paced, high-energy, and constantly changing environment while staying laser-focused and hands-on with your team.

Duties and Responsibilities:

  • To drive team performance, manage outliers, coaching agents, and monitoring of calls

  • Hiring, training, coaching, and leading sales agents as they provide support for customers

  • Assisting other management team members in identifying trends and establishing goals

  • Ensuring staff members are achieving desired service levels and taking corrective action, as needed

  • Preparing reports and analyzing data to improve processes, ensure resources are properly allocated, and maximize efficiency and customer satisfaction

  • Continuously improve through feedback

  • Coaching agents with upsell performance utilizing key behaviors such as positioning the sale, making an offer, and overcoming objections and providing effective rebuttals

  • Personal Effectiveness/Credibility

  • Reinforce compliance with company policies such as house rules, attendance policy, and PIP guidelines. You will ensure that you and your team members do the right thing each time even if it means doing the difficult things.

  • Review, lead, and proactively suggest improvements to current policies and processes to ultimately win our employees, customers, and partners over.

Qualifications:

  • Active Active Property & Casualty (P&C) License or Personal Lines License is required.

  • No prior disciplinary actions with state insurance commissioners (FINRA/SEC licenses are a plus if your agency handles variable products).

  • Mastery of managing and distributing lead lists (e.g., internet leads, cross-sell lists) to maximize the team's contact rate.

  • 3+ years of documented success as an insurance producer, preferably within an Allstate Exclusive Agency or an independent agency handling captive-style metrics.

  • 1–2 years of experience managing a sales team, running daily huddles, or serving as a senior mentor/producer.

  • Proven ability to manage high-volume outbound environments.

  • Deep understanding of how to pivot a standard auto or home quote into a life insurance or umbrella policy conversation.

  • Ability to shadow live calls, review recorded lines, and provide real-time, constructive feedback on dynamic "talk paths" and objection handling.

  • Skill in identifying stuck leads in the pipeline and instructing agents on how to re-engage prospects.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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