West Bend Insurance Company · 23 hours ago
Senior Sales Operations Manager
West Bend, WI
Full-time
Hybrid
Senior Level, Lead/Staff
$124K/yr - $155K/yr
8+ years expWest Bend Insurance Company is recognized as a top workplace and values its associates as its greatest asset. The Senior Sales Operations Manager will provide leadership and strategic direction for Sales Operations, focusing on operational excellence, data-driven decision-making, and cross-functional collaboration to achieve growth goals.
Financial Services
Responsibilities
Provide leadership and direction for Sales Operations and manage development of key team members
Serve as a strategic partner to drive operational excellence and support corporate growth goals
Own and execute a multi-year operational roadmap aligning sales strategy, technology, processes, and resources
Ensure cross-functional alignment with key partners to drive priorities and mitigate risks
Lead strategic initiatives to improve operational effectiveness and process optimization
Elevate data capabilities within Sales by embedding a data-driven mindset and improving analytical maturity
Act as Sales Data Owner, ensuring data integrity, governance, and compliance with enterprise standards
Enhance sales reporting and analytics for key business priorities and business intelligence improvements
Collaborate with Marketing on agency communication strategies and targeted approaches for partners
Serve as business owner for core sales technology solutions, evaluate and recommend new capabilities in collaboration with IT, drive change management for new tools. Oversee agency program management, including performance reporting and program design updates
Lead review and updates to Agency Agreement and Profit-Sharing program, including benchmarking and enhancements
Drive collaboration with Marketing, Underwriting, Finance, and other units for growth initiatives
Maintain oversight of the Sales operating budget and provide updates to sales leadership
Serve as Sales contact during internal/external audits and business continuity exercises
Qualification
Required
Provide leadership and direction for Sales Operations and manage development of key team members
Serve as a strategic partner to drive operational excellence and support corporate growth goals
Own and execute a multi-year operational roadmap aligning sales strategy, technology, processes, and resources
Ensure cross-functional alignment with key partners to drive priorities and mitigate risks
Lead strategic initiatives to improve operational effectiveness and process optimization
Elevate data capabilities within Sales by embedding a data-driven mindset and improving analytical maturity
Act as Sales Data Owner, ensuring data integrity, governance, and compliance with enterprise standards
Enhance sales reporting and analytics for key business priorities and business intelligence improvements
Collaborate with Marketing on agency communication strategies and targeted approaches for partners
Serve as business owner for core sales technology solutions, evaluate and recommend new capabilities in collaboration with IT, drive change management for new tools
Oversee agency program management, including performance reporting and program design updates
Lead review and updates to Agency Agreement and Profit-Sharing program, including benchmarking and enhancements
Drive collaboration with Marketing, Underwriting, Finance, and other units for growth initiatives
Maintain oversight of the Sales operating budget and provide updates to sales leadership
Serve as Sales contact during internal/external audits and business continuity exercises
8 years of sales operational management
3 years of people leadership experience
Data acumen – ability to analyze complex information, translate insights into strategies, and drive data-informed decisions
Demonstrated leadership capabilities, including mentoring and coaching
Oral and written communication skills
Collaborative working style, with the ability to build cross-functional relationships and influence stakeholders at all levels
Technical, Analytical, and Interpersonal skills
Project Management experience including planning, prioritizing, executing, and delivering on initiatives
Proven problem-solving ability with attention to detail and the capacity to manage multiple priorities in a fast-paced environment
Bachelor's degree in Business, Marketing, Insurance, or related field. MBA Preferred
CPCU or CIC
Completion of Program in General Insurance
Benefits
Medical & Prescription Insurance
Health Savings Account
Dental Insurance
Vision Insurance
Short and Long Term Disability
Flexible Spending Accounts
Life and Accidental Death & Disability
Accident and Critical Illness Insurance
Employee Assistance Program
401(k) Plan with Company Match
Pet Insurance
Paid Time Off . Standard first year PTO is 17 days , pro-rated based on month of hire. E nhance d PTO may be available for experienced candidates
Bonus eligible based on performance
West Bend will comply with any applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act for Colorado employees, in accordance with its plans and policies.
Company
West Bend Insurance Company
For more than 130 years, West Bend has been a trusted provider of insurance products, serving the diverse needs of business, home, and automobile owners.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Dave Ertmer
Sr. Vice President & Chief Operating Officer
Company data provided by crunchbase