Sales Manager, Onboarding Specialist

Role Overview

• Design, refine, and run a structured, week-by-week ramp curriculum focused on consultative selling, coverage education, quoting accuracy, objection handling, and state-specific compliance expectations
• Lead and develop a team of ramp-stage Sales Agents (and/or front-line coaches/supervisors as applicable), setting clear expectations, coaching rhythms, and ramp-to-quota milestones
• Coach to behaviors and outcomes by managing leading and lagging indicators (e.g., premium written, close rate, quote-to-bind, call volume, follow-up cadence)
• Conduct readiness evaluations and final certification decisions; manage the handoff process to permanent sales leadership to ensure only performance-ready talent transitions
• Establish and maintain performance dashboards and operating cadences to monitor conversion, pipeline health, early-lifecycle retention indicators, and cohort progress against benchmarks
• Partner cross-functionally with Underwriting and Product to ensure agents are current on appetite changes, pricing shifts, and coverage updates—and translate those updates into ramp enablement
• Work closely with QA and Compliance to reinforce ethical selling, accurate policy representation, and required regulatory adherence through call reviews and targeted interventions
• Analyze cohort trends (early attrition, underwriting fallout, performance plateaus, curriculum gaps) and implement improvements that increase ramp success and reduce time-to-first-sale
• Continuously improve processes and workflows to create consistent outcomes across varying class sizes and hiring cycles

Requirements

• 5+ years of leadership experience in insurance sales, ideally managing licensed agents in a quota-driven environment
• Active Property & Casualty insurance license
• Demonstrated success improving core sales performance metrics (premium growth, bind rate, conversion, ramp time reduction)
• Experience building or optimizing structured ramp/onboarding frameworks and repeatable workflows across hiring classes
• Strong working knowledge of P&C products, regulatory requirements, and compliant sales practices
• Analytical proficiency with CRM reporting and performance tracking (e.g., dashboards, Google Sheets, Excel) to diagnose issues and drive action
• Clear, confident communication—able to deliver actionable feedback and executive-ready performance updates, and to create order within ambiguity.

Benefits

• Competitive salary and company equity through Restricted Stock Units (RSUs)
• 401(k) with company match up to 4% of eligible earnings
• Multiple medical plan options, plus dental and vision coverage
• Company-funded HSA contributions (based on medical plan selection)
• Company-paid life insurance and short-term disability
• Flexible PTO for exempt employees (most employees take 15–20 days per year), plus 8 company-observed holidays
• Paid parental leave, including up to 14 weeks at 100% pay for birthing parents and 8 weeks at 100% pay for non-birthing parents
• Career mobility and internal growth opportunities across the organization
• Professional development budgets for certifications, conferences, and learning available, subject to management approval