INSURANCE SALES MANAGER SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Sep 24, 2025 - The Insurance Sales Manager has experience in implementing successful sales strategies, coaching high-performing teams, and driving long-term business growth within the insurance industry. This role requires strong interpersonal skills, the ability to communicate agency strategy effectively, and a proven record of mentoring through insurance education while engaging with customers, agents, team members, and external partners. The manager is also proficient with AMS 360, PL Rater, direct rating platforms, Microsoft Excel and PowerPoint, Profit Power, and CRM systems to manage customer relationships and support sales performance.

Essential Hard and Soft Skills for a Standout Insurance Sales Manager Resume
  • Sales Strategy
  • Goal Setting
  • Lead Generation
  • Client Prospecting
  • Target Achievement
  • Policy Compliance
  • Underwriting Decisions
  • Data Analysis
  • Sales Coaching
  • Pipeline Management
  • Team Leadership
  • Agent Mentoring
  • Coaching Skills
  • Relationship Building
  • Interpersonal Skills
  • Problem Solving
  • Clear Communication
  • Customer Service
  • Motivation Skills
  • Team Management

Summary of Insurance Sales Manager Knowledge and Qualifications on Resume

1. BS in Risk Management and Insurance with 4 years of Experience

  • Sales manager experience, Contact Center leadership experience.
  • Previous sales experience, personal lines insurance.
  • Strong leadership skills, including coaching to a sales flow, creating individual plans for meeting and exceeding goals.
  • Excellent in a fast-paced environment.
  • Able to solve problems and can do it efficiently.
  • Able to interact with people and has excellent written and verbal communication skills.
  • Able to thrive in a remote environment.
  • Able to be a team player and share a passion for building this community.

2. BS in Economics with 6 years of Experience

  • Strong sales and business background centered on the Insurance side.
  • Sales or local market experience.
  • Deep understanding of key industry solutions and competitive technologies.
  • Able to dissect client challenges and provide creative solutions.
  • Self-starter who comes in every day with a plan to execute on their goals.
  • Must have a presenter with excellent interpersonal, verbal and written communication skills.
  • Strong relationships with colleagues, effectively collaborating across departments and inspiring everyone around to do great work.
  • Ambitious, energetic, tenacious, full of positivity and hungry to be the best.
  • Ability to stay focused on key tasks in a fast-paced environment.

3. BS in Accounting with 7 years of Experience

  • Must have strong interpersonal skills.
  • Engage in business strategy and growth.
  • Able to interact with customers, agents, and other agency team members, and outside resources.
  • Understanding and implementation of insurance education and mentorship.
  • Experience with defined successful sales strategies within the insurance industry and with sales teams.
  • Proven long-term success in coaching and managing a sales team.
  • Must have sales experience.
  • Ability to convey and engage the insurance agency strategy.
  • Experience with AMS 360/PL Rater/direct rating platforms.
  • Experience with Microsoft, PowerPoint, Excel, and knowledge of Profit Power.
  • Customer relationship/sales platform/CRM experience.

4. BA in Management with 6 years of Experience

  • Must have insurance experience.
  • Must have a Health and Life Producer License.
  • Proficient with MS Office Suite.
  • Able to demonstrate exceptional telephone demeanor.
  • Ability to maintain a high level of confidentiality.
  • Able to work with others and is supportive and pleasant to be with.
  • Able to work pragmatically and are target-oriented.
  • Able to solve problems quickly and effectively.
  • Must have taken an energetic approach to work and remain focused and in control under pressure.
  • Experience managing a Commercial Lines Sales Team.
  • Experience selling commercial insurance products.
  • Proven track record in achieving revenue targets.
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