Related skills
crm google sheets excel📋 Description
- Design and run a week-by-week ramp curriculum for consultative selling and compliance.
- Lead and develop ramp-stage Sales Agents, setting expectations and ramp milestones.
- Coach behaviors and outcomes using key metrics (premium, close rate, quotes).
- Run readiness evaluations and final certifications; hand off to permanent leadership.
- Establish dashboards and analyze cohort trends to monitor ramp progress.
- Collaborate with Underwriting and Product to align pricing and coverage updates.
🎯 Requirements
- 5+ years of leadership in insurance sales, managing licensed agents in quotas.
- Active Property & Casualty insurance license.
- Proven success improving metrics: premium growth, bind rate, conversion.
- Experience scaling structured ramp/onboarding frameworks across classes.
- Strong knowledge of P&C products, regulations, and compliant sales.
- Analytical skills with CRM reporting and dashboards (Google Sheets, Excel).
🎁 Benefits
- RSU equity
- 401(k) with employer match
- Medical, dental, and vision coverage
- Company-funded HSA contributions
- Remote-first with office options
- Career growth and development budgets
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