Sales Manager, Insurance

NerdWallet

Sales Manager leading a high-performing team of licensed insurance agents at NerdWallet. Overseeing onboarding, coaching, and operational excellence across the sales organization.

Posted 5/20/2026full-timeNew York City • Arizona, New York • 🇺🇸 United StatesMid-LevelSenior💰 $92,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

Lead, coach, and develop a team of licensed insurance agents in a fast-paced, performance-driven environment
Drive accountability against core KPIs including conversion rate, premium production, contact rate, and customer experience metrics
Conduct regular coaching sessions, call reviews, and performance evaluations to identify opportunities for growth and development
Establish clear performance expectations, goals, and action plans for agents
Continuously assess and improve sales workflows, processes, and team operations to drive efficiency, scalability, and growth
Identify opportunities to optimize lead management, quoting, follow-up strategies, and customer engagement
Partner cross-functionally to implement operational enhancements and improve the overall agent and customer experience
Collaborate closely with Product, Operations, and Leadership teams to provide feedback on tooling, workflows, lead distribution, and process improvements
Serve as a key stakeholder in shaping the infrastructure and operational strategy of the agency
Support hiring efforts by interviewing and onboarding new insurance agents across multiple locations
Design and facilitate ongoing training sessions, coaching programs, and skills refreshers
Monitor, analyze, and report on agent and team performance trends
Leverage data, dashboards, and reporting tools to identify insights and drive actionable improvements
Track progress toward team goals and provide regular updates to leadership

Requirements

What you’ll need

3–5 years of experience managing and coaching sales professionals, ideally in a high-volume, metrics-driven environment
7+ years of Property & Casualty insurance experience, with agency experience strongly preferred
Active Property & Casualty Insurance License (or ability to obtain quickly)
Demonstrated success improving sales performance and consistently achieving or exceeding team goals
Strong understanding of sales KPIs and performance management best practices
Experience using dashboards, scorecards, and reporting tools to manage team performance
Excellent communication and coaching skills with the ability to provide clear, actionable feedback
Experience with CRM systems, comparative raters, agency management systems (AMS), and other insurance technology platforms

Benefits

Comp & perks

Industry-leading medical, dental, and vision health care plans for employees and their dependents
Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown
New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
Mental health support
Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests
Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)
Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales performance managementlead managementcoachingperformance evaluationdata analysisreportingKPI trackingsales workflowscustomer engagement strategiestraining program design

Soft Skills

leadershipcommunicationcoachingcollaborationaccountabilitygoal settingperformance improvementanalytical thinkingproblem-solvinginterpersonal skills

Certifications

Property & Casualty Insurance License