Sales Operations Manager

Hastings Insurance Company

Sales Operations Manager at Hastings Insurance driving profitability through data and operational insights. Collaborating with Sales Leadership and managing CRM strategies for effective insurance distribution.

Posted 4/21/2026full-timeHastings • Missouri • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Drive the systems, insights, and operations behind profitable sales growth.
Lead sales performance reporting, including weekly, monthly, quarterly, and annual production summaries, with clear insights into trends, pipeline activity, retention, hit ratios, and profitability.
Develop and deliver executive-level dashboards and reporting packages to support data-driven decision-making.
Ensure consistency in metric definitions and maintain strong data integrity across all sales reporting tools and systems.
Monitor and analyze the sales department budget, including tracking variances and forecasting outcomes in partnership with Finance.
Provide leadership with variance explanations and actionable recommendations to support business performance.
Serve as the primary business owner of the CRM platform, overseeing configuration, optimization, workflow development, and user adoption.
Lead agency data management efforts, including data entry oversight, cleansing, normalization, and long-term data strategy development.
Prepare sales and agency data for future analytics, automation, and predictive modeling initiatives.
Supervise and develop administrative team members, providing coaching, direction, and performance management.
Oversee day-to-day operational workflows including agency data updates, documentation, and contract processing.
Promote a culture of accuracy, efficiency, and continuous improvement within the team.
Draft, manage, and maintain agency contracts, including licensing records, appointments, compensation structures, and agreements.
Serve as the primary contact for contract-related inquiries and ensure compliance with corporate and regulatory standards.
Maintain accurate and complete documentation of all agency relationships and contractual obligations.
Conduct competitive market research on commissions, incentives, and agency support models to evaluate positioning.
Identify market trends impacting agent relationships, retention, and sales performance.
Provide strategic recommendations to leadership based on research findings and internal data insights.
Plan and coordinate sales events, agency meetings, and advisory councils, including logistics, materials, communications, and execution.
Partner with internal stakeholders and vendors to ensure successful event delivery and follow-up.
Collaborate with Training, IT, Data, and Sales Leadership to align systems, reporting, and development initiatives.
Support training coordination to ensure materials and programs remain relevant and effective.
Participate in ongoing professional development and support continuous improvement initiatives across sales operations.

Requirements

What you’ll need

Bachelor’s degree in Business, Marketing, Finance, Data Analytics, or a related field
Five or more years of experience in Property & Casualty insurance, sales operations, or distribution management
Experience managing CRM platforms such as Salesforce, Microsoft Dynamics, or similar systems
Demonstrated experience leading or supervising administrative or operational teams
Experience managing contracts, compensation structures, or agency relationships
Strong analytical skills with experience in reporting, dashboards, and performance metrics
Advanced Excel skills; experience with Power BI, Tableau, or similar tools preferred
Strong understanding of insurance distribution models and sales performance metrics
Excellent communication skills with the ability to work across teams and with leadership
Strong organizational and project management skills with attention to detail
Ability to translate data into actionable insights and recommendations
Adaptability and the ability to manage changing priorities and business needs.

Benefits

Comp & perks

401(k) with company matching contributions
Generous vacation and sick leave
Fully paid tuition and professional development reimbursement
Incentive compensation bonus opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysissales performance reportingbudget monitoringvariance analysiscontract managementdata entry oversightpredictive modelingdashboard developmentperformance metricsdata integrity

Soft Skills

leadershipcommunicationorganizational skillsproject managementcoachingattention to detailadaptabilitystrategic thinkingcollaborationcontinuous improvement