Sales Manager (Insurance)

Requirements

• Bachelor's Degree
• Experience scaling a sales organization within a digital or tech-enabled insurance environment
• Experience leveraging automation and AI tools to optimize workflows and team productivity
• Background in national or multi-state insurance sales organizations
• Strong analytical and problem-solving skills with the ability to turn insights into action
• Professional insurance designations such as CPCU, CIC, or CRM
• Where:
• This is a full-time position requiring a minimum of 40 hours per week.
• Work may be performed in a hybrid model, with at least three days per week in-office at one of the following locations:
• New York City Financial District
• Scottsdale, Arizona
• You'll use NerdWall

Benefits

Additional Information

At NerdWallet, we're on a mission to bring clarity to all of life's financial decisions and every great mission needs a team of exceptional Nerds. We've built an inclusive, flexible, and candid culture where you're empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do. NerdWallet is excited to introduce NerdWallet Insurance Experts - a new segment of NerdWallet dedicated to helping consumers confidently navigate insurance decisions. As NerdWallet's Property & Casualty insurance agency, we focus exclusively on personal lines products and deliver a seamless, customer-first insurance shopping experience. We're seeking a Sales Manager, Insurance Agency to lead, develop, and scale a high-performing team of licensed insurance agents. In this role, you'll oversee onboarding, coaching, performance management, and operational excellence across the sales organization. You'll play a critical role in driving agent success and agency growth by ensuring focus on the highest-impact activities that improve conversion, premium production, and customer outcomes. This leader will be instrumental in helping the agency achieve key performance metrics, including contact rate, close rate, premium per agent, and overall sales effectiveness, while fostering a culture of accountability, collaboration, and continuous improvement. This role reports to the Manager, General Manager. Where you can make an impact: Performance Management & Coaching Lead, coach, and develop a team of licensed insurance agents in a fast-paced, performance-driven environment Drive accountability against core KPIs including conversion rate, premium production, contact rate, and customer experience metrics Conduct regular coaching sessions, call reviews, and performance evaluations to identify opportunities for growth and development Establish clear performance expectations, goals, and action plans for agents Process Improvement & Operational Excellence Continuously assess and improve sales workflows, processes, and team operations to drive efficiency, scalability, and growth Identify opportunities to optimize lead management, quoting, follow-up strategies, and customer engagement Partner cross-functionally to implement operational enhancements and improve the overall agent and customer experience Cross-Functional Collaboration Collaborate closely with Product, Operations, and Leadership teams to provide feedback on tooling, workflows, lead distribution, and process improvements Serve as a key stakeholder in shaping the infrastructure and operational strategy of the agency Maintain strong relationships with delegated insurance carrier partners and support carrier-related initiatives Team Building & Training Support hiring efforts by interviewing and onboarding new insurance agents across multiple locations Design and facilitate ongoing training sessions, coaching programs, and skills refreshers Foster a high-performance, collaborative, and customer-centric team culture Reporting & Business Insights Monitor, analyze, and report on agent and team performance trends Leverage data, dashboards, and reporting tools to identify insights and drive actionable improvements Track progress toward team goals and provide regular updates to leadership Your experience: 3-5 years of experience managing and coaching sales professionals, ideally in a high-volume, metrics-driven environment 7+ years of Property & Casualty insurance experience, with agency experience strongly preferred Active Property & Casualty Insurance License (or ability to obtain quickly) Demonstrated success improving sales performance and consistently achieving or exceeding team goals Strong understanding of sales KPIs and performance management best practices Experience using dashboards, scorecards, and reporting tools to manage team performance Excellent communication and coaching skills with the ability to provide clear, actionable feedback Experience with CRM systems, comparative raters, agency management systems (AMS), and other insurance technology platforms

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