VP, Insurance Sales & Servicing

We are seeking a motivated and experienced VP, Insurance Sales & Servicing Performance to lead, mentor, and grow our team of licensed insurance sales and servicing agents. This role combines sales and servicing leadership, data driven performance management, and deep knowledge of the insurance industry to ensure team performance, regulatory compliance, strong carrier relationships, and customer satisfaction.

The VP, Insurance Sales & Servicing Performance plays a pivotal role in meeting our sales and servicing goals. They are responsible for managing 6-12 team managers, who will each manage a team of 10-15 call center based, licensed insurance sales or servicing agents. Performance in this role will be evaluated based on success in meeting our sales targets, customer retention targets, and growth volume targets, as well as providing insurance coverage to our portfolio of homeowners.

In this position, you will be at the forefront of our call center team's success. We are looking for a candidate with a strong background in high-performance call center sales and service, outstanding leadership abilities, and a genuine commitment to delivering exceptional customer experience.

This is a fully remote position with a pay range of 140-182K and includes annual targe bonus incentives.

Sales Strategy & Execution:

• Set and monitor team sales targets, KPIs, and productivity metrics.
• Take a data-driven approach to continuously improving the performance of the sales team and the efficiency of the call center model.
• Design and maintain sales incentive and compensation programs that reward the right behaviors, including conversion, quality, compliance, and retention.
• Develop and execute strategies to increase sales volumes and market share.
• Collaborate with marketing to capture leads, evaluate quality of leads, and strengthen brand presence.

Servicing and Account Growth Strategy & Execution

• Set and monitor performance of servicing and account growth teams, including cross-sell KPIs, customer retention success, and premium growth
• Work closely with marketing team to support campaigns to drive customer retention
• Closely monitoring staffing, capacity, and agent performance to ensure optimization of agent time and value-add activities

Leadership & Management:

• Provide ongoing coaching, performance evaluations, and support to drive individual and team sales goals.
• Work with Team Managers to identify needs of individual agents and teams and ensure appropriate support and coaching is provided.
• Lead, recruit, hire, train, and develop high-performing teams of insurance agents.
• Foster a positive, high-performance culture focused on integrity, customer service, and data-driven results.
• Manage call center costs and efficiency to drive down costs per contact, costs per sale, etc.

Compliance & Process Oversight:

• Ensure all managers and agents adhere to company policies, insurance regulations, and compliance standards.
• Engage with Workforce Management analyst to ensure sustainable processes are in place for staffing, capacity management, and PTO and training planning
• Work closely with technology, sales, and processing teams to ensure a smooth sales process and effective renewal process.
• Stay updated on industry trends, carrier products and appetite, and regulatory changes.

Client & Carrier Relationship Management:

• Support team and agents in building and maintaining strong carrier relationships, including tracking metrics to ensure high performance with each of our carrier partners.
• Resolve complex client issues and elevate when necessary to ensure a positive customer experience.

Technology & Reporting

• Prepare and present regular reports on team performance and sales trends for the benefit of the team and senior management.
• Leverage technology and data analytics tools to optimize sales processes and enhance customer engagement. Encourage the team to embrace innovative tools and techniques to improve efficiency and effectiveness in sales efforts.
• Support AI pilots and new launches, including monitoring impact and progress

• Bachelor's degree in Business Administration, Finance, Insurance, or a related field, or an equivalent combination of education and relevant professional experience.
• 10+ years of progressive experience in call center operations, insurance sales, customer servicing, or related business operations, including at least 5 years in a leadership capacity.
• Demonstrated experience leading large-scale, high-volume sales and servicing…