Agency Sales Team Leader

Job ID
# of Openings
Office Location
100 Baylis Rd
Location : Location



The Agency Sales Team Leader is expected to become a validated producer. In addition, will be responsible for supervising/mentoring one or more producers and identify and recruit new producers.


Essential Duties:

  • Effectively uses sales techniques to identify prospective clients to provide leads for additional business. Generates a steady flow of qualified prospects from own leads and company supplied leads and solicits referrals from existing customer base.
  • Aggressively solicits and sells insurance products and services to existing and new business.
  • Maintains an existing book of business. Calls on policyholders to deliver and explain policy, suggest additions or changes in insurance program. Designs insurance and risk management plans for clients.
  • Expands book of business. Anticipates future needs and calls on established clients to renew and upgrade accounts. Contacts and qualifies prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect’s circumstances.
  • Meets with Marketing Manager and Account Executives on each client renewal to develop renewal and marketing strategies. Works with Account Executive throughout the renewal process.
  • Serve as supervisor/mentor to producers within the agency and help to identify and recruit new producers.
  • Participate in continuing professional development as required by state licensing requirements and Agency procedures.

Supervisory Responsibilities: Supervise agency producers.



To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Education and/or Experience                                                  

Bachelor's degree (B. A.) from four-year college or university and more than one year related experience and/or training; or equivalent combination of education and experience.


Computer Skills                                                             

To perform this job successfully, an individual should have knowledge of Microsoft Outlook, Agency Management systems, Spreadsheet software and Word Processing software.


Certificates, Licenses, Registrations

Must hold appropriate and valid insurance licenses.



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