Sales Team Manager

Location:
Rochester, NY (hybrid/ 3 days in office)

ERGO NEXT's mission is to help entrepreneurs thrive. We’re doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience.

Simply put, wherever you find small businesses, you’ll find ERGO NEXT.

Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We’re backed by industry leaders in insurance and tech, and we still have room to grow — that’s where you come in.

The Sales Team Manager, working with the Director of Sales, is a “player/coach” leading a tightly-knit team of licensed Sales Producers. The leader will monitor, mentor, and develop staff to achieve goals and objectives. This leader will also be expected to figure out better ways to handle the sales process, engaging with the rest of sales leadership, product, and tech ops.

Will also maintain company culture and adherence to our company values.

What You’ll Do:

• 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.

What We Need:

• Have a minimum of 3 years Commercial Insurance experience
• Prior experience in Insurance sales required
• Experience in a partner-driven, high-volume telephonic sales model preferred
• 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
• Previous experience using Salesforce or a similar CRM system in a high-volume sales environment
• Have a working knowledge of carrier quoting systems

Note on Fraudulent Recruiting

We have become aware that there may be fraudulent recruiting attempts being made by people posing as representatives of ERGO NEXT Insurance. These scams may involve fake job postings, unsolicited emails, or messages claiming to be from our recruiters or hiring managers.

Please note, we do not ask for sensitive information via chat, text, or social media, and any email communications will come from the domain  or  Additionally, Next Insurance will never ask for payment, fees, or purchases to be made by a job applicant. All applicants are encouraged to apply directly to our open jobs via the careers page on our website.

Interviews are generally conducted via Zoom video conference unless the candidate requests other accommodations.

If you believe that you have been the target of an interview/offer scam by someone posing as a representative of Next Insurance, please do not provide any personal or financial information. You can find additional information about this type of scam and report any fraudulent employment offers via the Federal Trade Commission's website ((Use the "Apply for this Job" box below).), or you can contact your local law enforcement agency.