Next Insurance · 11 hours ago
Sales Team Manager
Next Insurance is a technology-led provider of small business insurance, aiming to help entrepreneurs thrive. The Sales Team Manager will lead a team of licensed Sales Producers, mentoring them to achieve sales goals while improving the sales process and maintaining company culture.
Commercial InsuranceFinanceInsuranceInsurTechSmall and Medium Businesses
Responsibilities
Lead a team of Producers to attain weekly, monthly, and annual sales quotas
Works with the Director of Sales, along with Product and Tech Ops (and potentially partner contacts) to develop and administer programs to increase lead referral and conversion for partners assigned
Participates with the Director of Sales in annual and quarterly forecasting and sales goals
Initial escalation point for Sales Producers assigned to the team. This includes basic underwriting, process and client questions
Supervise the individuals on the team, including basic PTO approval, queue management, but also identifying training gaps and any performance issues that arise
Responsible for team-level goals (units, conversion, P&C attach)
Ensures Sales Producers adhere to documented processes relative to customer follow up and documentation
Review Post Sale surveys and provide coaching/direction to maintain set standards
Assist with hiring and on-boarding of new Sales Producers, in conjunction with AP Intego training standards
Assist in monthly/quarterly/annual goal setting and reviews for Sales Producers
Monitor lead assignment to ensure equitable distribution of leads to the Partner Sales Producers
Partners with Service Manager(s) to review and contribute to retention and NPS goals
Qualification
Required
Have a minimum of 3 years Commercial Insurance experience
Prior experience in Insurance sales required
Possess an active New York State Property & Casualty license
Obtain and maintain all state insurance licenses. This includes the obtainment of all CE credits needed to renew domicile license
Demonstrate a strong commitment to ethics
Possess strong oral and written communication skills
Be a highly organized, independent thinker with strong interpersonal skills that can be applied to managing the team and external relationships
Possess comprehensive computer skills
Have a working knowledge of carrier quoting systems
Preferred
Experience in a partner-driven, high-volume telephonic sales model preferred
Previous experience using Salesforce or a similar CRM system in a high-volume sales environment
Company
Next Insurance
Next Insurance is a financial service firm that offers insurance coverage to entrepreneurs and small businesses.
Funding
Current Stage
Late StageTotal Funding
$1.15BKey Investors
Allianz X,AllstateBattery Ventures,FinTLV VenturesCapitalG,Munich Re Ventures
2025-03-20Acquired
2023-11-01Series F· $265M
2021-03-31Series E· $250M
Recent News
2026-01-22
Life Insurance International
2026-01-19
2026-01-16
Company data provided by crunchbase