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crm insurance lead management property & casualty ams📋 Description
- Lead, coach licensed agents in a fast-paced sales team
- Drive KPIs: conversion, premium, and CX metrics
- Coach sessions, call reviews, and performance evaluations
- Set clear goals and action plans for agents
- Improve sales workflows for efficiency and growth
- Collaborate with Product, Operations, and Leadership on tooling
- Maintain carrier relationships and support carrier initiatives
- Hire and onboard agents; design training programs
🎯 Requirements
- 3-5 years managing sales professionals
- 7+ years P&C insurance experience
- Active P&C license or ability to obtain quickly
- Strong KPI and performance management knowledge
- Experience with dashboards, scorecards, and reporting tools
- CRM systems, AMS experience, insurance tech platforms
- Bachelor's Degree (preferred)
🎁 Benefits
- Medical, dental, and vision health plans
- Flexible vacation + 11 holidays
- New Parent Leave
- Mental health support
- 401K with 4% company match
- Wellness stipends and tech stipends
- Volunteer time off with company match
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