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Insurance sales supervisor job description

Updated March 14, 2024
8 min read

Insurance sales supervisors are in charge of handling a team of insurance sales agents by setting team targets, ensuring that the members are equipped with the skills and tools they need, and engaging the team. They create efficient action plans to achieve both the team's and the company's targets, develop incentive schemes, and coordinate with the insurance managers.

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Example insurance sales supervisor requirements on a job description

Insurance sales supervisor requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in insurance sales supervisor job postings.
Sample insurance sales supervisor requirements
  • Bachelor's degree in a relevant field
  • 3+ years of experience in sales management
  • Knowledge of insurance products and services
  • Familiarity with state and federal regulations
  • Proficiency in MS Office and CRM software
Sample required insurance sales supervisor soft skills
  • Excellent communication and interpersonal skills
  • Leadership and motivational abilities
  • Strong organizational and problem-solving skills
  • Ability to work independently and in a team environment
  • Customer-oriented attitude

Insurance sales supervisor job description example 1

Symmetry Financial Group insurance sales supervisor job description

100% Commission.

True Uncapped Earnings!

New Agents who follow our proven system can look to earn up to $150k year one.

Top 1% Rookie Agents have earned over $250k, year one.

This work will challenge you to grow. You will want to quit and find other work. Most do.

If you’re not “most” people, the payoff is time and financial freedom unlike most career options.

What We Do:

Pappas Family Life provides HOPE to average America through selling Mortgage Protection Life Insurance. It IS a product every person needs.

New mortgage holders are contacted (not by you!) to explain benefit options to protect their mortgage from foreclosure due to death, disability, or a critical illness. They also have the option to receive all of their money back should they not use the coverage at the end of the mortgage term.

If they are concerned about this coverage, they give us all of their contact information including home phone, work phone, and cell phone with the best time to call. Which is where you come in :-)

* 100% of sales can be done remotely/ virtually and Work From Home (#WFH) *

To learn more, visit www.workwithsymmetry.com and apply for an initial interview.

About The Company:

  • Turn Key Business Ownership Model with Award Winning Culture and Uncapped Earning Potential
  • Inc. 5000 Fastest Growing Companies 2016-2021 (current)
  • Top 10 Place to work by Experience.com
  • Top Culture by Entrepreneur Magazine

Apply Today! Serious Applicants Only:

www.workwithsymmetry.com

Pappas Family Life/ Symmetry Core Values:

Relationships matter, people come first
Relentless pursuit of personal growth
Open, honest, and productive communication
We do the right thing even when no one is looking
We work as a true team and strive to be a positive influence
We act like owners because we own it
Being of service and doing good in the world
We have fun and get stuff done

Company Overview:

Pappas Family Life specializes in mortgage protection insurance.

Here's how it works:

New mortgage holders are contacted (not by you!) to explain benefit options to protect their mortgage from foreclosure due to death, disability, or a critical illness. They also have the option to receive all of their money back should they not use the coverage at the end of the mortgage term.

If they are concerned about this coverage, they give us all of their contact information including home phone, work phone, and cell phone with the best time to call. Which is where you come in :-)

***No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work***

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Insurance sales supervisor job description example 2

Martin Insurance Group insurance sales supervisor job description

  • Make proactive outbound calls in an effort to quote and bind personal lines insurance coverage for our retail clients.
  • Agents analyze the information collected from current and prospective clients and compare and evaluate possible insurance needs to develop individualized advice and strategies for each client based upon each client’s insurance and financial status, risk tolerance, needs and objectives.
  • Agents provide individualized advice and recommendation to current and prospective clients on the purchase of insurance products. This includes explaining and discussing with clients the advantages and disadvantages of various insurance products including the costs, monetary values, and risks of each.
  • Aggressively work internet leads, direct mail, cross-sell, and referral lists by making proactive outbound calls and hitting desired activity ratios. Sales Representatives are expected to make 125+ outbound calls per day.
  • Agents structure transactions to ensure they result in the maximum benefit for the clients, while also conforming with the laws, regulations, and requirements governing the insurance industry.
  • Build relationships with internal agents to share leads.
  • Implement effective cross sell campaigns and follow procedures to round out client accounts.
  • Sell insurance through various prospect contact touch points such as telephone, email and/or internet.
  • Prepare insurance quotes to prospects and use assumptive closing techniques to close sales.
  • Utilize persuasive negotiation skills and highly effective listening and communications skills.
  • Facilitate a sales culture to maximize retention, customer satisfaction, and up-sell and cross sell opportunities with each customer interaction.
  • Maintain product knowledge for lines of business written through the Agent distribution channel.
  • May be asked to assist with other tasks when necessary.

Education and/or Work Experience Requirements:

  • Must possess a NJ Insurance producer license.
  • Must complete 24 Continuing Education Credits every 2 years.
  • 1-2 years of experience selling personal lines such as auto, homeowners, umbrella, boat, motorcycle, etc.)
  • Good working knowledge of Microsoft Products (Word, Excel, Internet Explorer).
  • Strong communication and interpersonal skills.

Physical Requirements:

· Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.

· Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.

· Must be able to speak, listen and communicate clearly verbally and in writing.

· Stand or sit - must be able to remain in a stationary position 75%.

· Walk - the person in this position needs to occasionally move about inside the office to access office machinery, etc.

Work Environment: Remote work may be optional and or required during inclement weather or a public health emergency. Access to stable internet and appropriate workspace will be required.

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Insurance sales supervisor job description example 3

Inner Circle insurance sales supervisor job description

We are looking for energetic salespeople who are willing to do whatever it takes to take care of the demands of our current clients and prospects! Business is great and we are excited to watch our sales team grow in 2022!

**Hands-on training to develop into career advancement**

We at Allstate are seeking highly motivated and convincing job seekers that are interested in beginning a new career. You will become a Licensed Insurance Sales Representative. No sales experience required; however it would be helpful. We'll invest in your success . This sales position offers a competitive salary rate plus bonuses . We are looking to help YOU succeed and grow in this industry as our next sales representative.

Join our dynamic sales team to find a HOME .

Hourly+ Incentives Range: $50,000.00 - $70,000.00 per year



Benefits

  • 90-day training as a commissionable sales position
  • Competitive pay plan
  • Fun and friendly work environment
  • Hourly plus Commissions , 401K & Profit Sharing




Responsibilities

  • Meet new business production goals and objectives as established.
  • Solicit for new business via telephone, networking, and other lead sources.
  • Ask each customer for referrals and explain our referral program.
  • Maintain knowledge of new products.
  • Create client relationships with follow up phone calls.




Requirements

  • Be willing and able to obtain a Property & Casualty license.
  • Have an upbeat, positive and enthusiastic attitude.
  • Great self-starter with a sense of urgency.
  • Create relationships from a cold start and be able to handle customer rejection.
  • Have the ability to answer prospective clients' questions efficiently and effectively.


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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.