Sales Team Lead (Property and Casualty Licensed)

Lead. Coach. Win. Transform your career with us.

Full-time | On Site

About Us:

U Trust Insurance Agency LLC is a leading trucking insurance agency serving clients across 31 states. With a strong commitment to excellence and customer satisfaction, we have built a reputation for providing top-notch insurance solutions and exceptional service.

Position Overview:

We're growing rapidly and seeking a proactive, data-driven Sales Team Lead to join our Insurance Agency. The ideal candidate is a proven insurance sales professional with a proactive attitude, passion for coaching, leading by example, and using performance insights to drive results. In this role, you'll guide the team during their day-to-day activities -ready to support client engagement and opportunities as needed. If you thrive in a fast-paced, performance-driven environment, we want to hear from you.

Responsibilities:

• Coaching & Feedback:

  Conduct regular performance reviews for sales producers to support individual growth and accountability.

• Performance Analysis:

  Use CRM and sales data to assess individual and team metrics, identify opportunities, and optimize outcomes.

• Structured Onboarding Programs:

  Develop success plans with defined milestones and hands-on support to ensure rapid ramp-up for new joiners.

• Active Onboarding Leadership:

  Personally lead training and onboarding for each new team member, from day one through full productivity.

• Day-to-Day Mentorship:

  Provide real-time coaching during sales activities—quoting, follow-ups, policy binding—and support client interactions and issue resolution as needed.

• Forecasting & Reporting:

  Generate detailed monthly and quarterly performance reports with actionable insights. Collaborate with senior leadership to continuously improve sales operations.

• Market Awareness:

  Track competitor activity, evolving market trends, and regulatory changes to guide team strategy.

• Client Retention:

  Implement targeted retention initiatives to drive renewals and strengthen long-term relationships.

• Industry Partnerships:

  Build and maintain strong relationships with underwriters and carrier partners to streamline approvals, resolve policy issues, and expand product offerings.

• Cross-Functional Collaboration:

  Work closely with marketing, operations, and service teams to align efforts and improve the overall client experience.

• Cultural Integration:

  Foster a collaborative, performance-oriented environment through mentorship, structured check-ins, and team-building.

• Progress Monitoring:

  Implement clear systems to track performance, identify early challenges, and guide each new team member to success.

• Active Insurance License (Property & Casualty)

• 3+ years proven insurance sales experience with documented track record of exceeding targets

• 2+ years team leadership experience with evidence of developing successful sales professionals

• Advanced CRM proficiency and demonstrated ability to use data for decision-making

• Exceptional communication skills with ability to influence and inspire teams

Your Competitive Edge

• Industry Expertise: In-depth knowledge of trucking insurance products, underwriting processes, and regulatory requirements.

• Sales Mastery: Hands-on experience with a variety of sales techniques and proven success working with diverse lead types - from warm referrals to cold outreach.

• Coaching Mindset: Strong ability to create personalized development plans to elevate team performance.

• Data-Driven: Confident in analyzing sales metrics, market trends, and performance data to inform strategy and drive results.

• Adaptability: Thrives in fast-paced environments with changing priorities and market conditions