Inside Sales Manager - Insurance

Paychex - Sarasota, FL

Full-time - Mid Level

Sarasota, FL

Professional, Scientific, and Technical Services

About the position

The Insurance Inside Sales Manager at Paychex is a pivotal role responsible for developing and implementing effective strategies for the Inside Sales Hub. This position is centered around coaching and nurturing sales representative talent through comprehensive training programs, driving operational excellence, and identifying leads that will support sales representatives in achieving the company's goals. The Inside Sales division is dedicated exclusively to selling for the Paychex Insurance Agency, making this role crucial for the success of the agency's sales efforts. In this role, the manager will lead the Insurance Inside Sales team, ensuring that corporate objectives and sales quotas are met within the established budgetary guidelines. A key responsibility will be to cultivate and develop a robust business and sales referral network by collaborating with other sales divisions within Paychex. The manager will also work closely with insurance carrier underwriters and designated contacts to foster business relationships that maximize sales opportunities, identify target markets, and assist in managing mutual objectives through effective problem-solving and partnership principles. The Insurance Inside Sales Manager will ensure that all sales submissions are accurate and complete, meeting both corporate and insurance carrier requirements. This includes working closely with internal administration groups, such as new case setup, to resolve service issues promptly and develop a strong partnership with the internal operations team to enhance the client service experience. Coaching and mentoring inside sales representatives will be a significant part of the role, aimed at enhancing their selling skills and ensuring consistency across the team. Additionally, the manager will be responsible for recruiting, selecting, and directing sales staff to meet or exceed Paychex corporate goals. This includes monitoring performance against forecasts and taking corrective actions when necessary. The role also involves conducting interviews, performance reviews, and ongoing training for sales agents in technical knowledge of insurance products and competitive market insights. The manager will project a positive image of the corporation to clients and the community, ensuring the accuracy of weekly activity reports, commission audits, and expense reports. Fostering a culture of proactivity, resilience, and accountability within the team is essential. The position may require travel to attend conferences, training sessions, and regional or national meetings.

Responsibilities

• Responsible for leading the Insurance Inside Sales team.
• Manages achieving corporate objectives and sales quotas, within budgeted financial guidelines.
• Cultivates and develops a business/sales referral network from other sales divisions within Paychex.
• Works with insurance carrier underwriters and designated insurance carrier contacts to develop business relationships to maximize sales, identify target markets, and assist in managing mutual objectives and problem-solving through partnership principles.
• Ensures the accuracy of sales submissions is complete to both our insurance carriers and internal operations so that we meet corporate and insurance carrier requirements and guidelines.
• Works closely with internal administration groups such as new case setup, to resolve any service issues on a timely basis and develops a partnership with our internal operations team for the best client service experience.
• Coaches and mentors inside sales representatives to enhance their selling skills and ensure consistency.
• Recruits, selects and directs sales staff in meeting or exceeding Paychex corporate goals. Monitors attainment versus forecast and takes corrective action when necessary.
• Interviews job applicants and conducts performance reviews to improve sales representative performance.
• Initiates participates in, and manages ongoing training of assigned sales agents in technical knowledge of insurance products and carrier competition within assigned markets.
• Projects a positive image in representing the corporation to clients and the community.
• Ensures accuracy of weekly activity reports, audits commission, and expense reports.
• Initiates participates in, and supervises ongoing training of assigned sales representatives in technical knowledge, competitive knowledge, and sales skills knowledge.
• Fosters a culture of proactivity, resilience, and accountability.
• May be required to travel to attend conferences, training sessions, and/or area regional or national meetings.

Requirements

• Bachelor's Degree in Accounting, Business Administration, or Marketing - Preferred
• 5 years of experience in Sales experience.
• 3 years of experience in Leadership experience.
• 3 years of experience in Inside Sales experience.
• 3 years of experience in Health and P&C Insurance Industry experience.

Benefits

• Insurance Agency, Inc. (PIA) will cover the cost of up to two (2) attempts to pass a state insurance licensing exam including exam materials and testing fees.