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Team Manager | Insurance Sales

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English

Other Skills

  • β€’
    Team Management
  • β€’
    Coaching
  • β€’
    Collaboration
  • β€’
    Communication
  • β€’
    Problem Solving
  • β€’
    Adaptability

Roles & Responsibilities

  • 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

Requirements:

  • 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

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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