Note: The job is a remote job and is open to candidates in USA. Hastings Insurance Company is seeking a Sales Operations Manager to modernize the operational foundation of their Property & Casualty sales organization. This role involves leading reporting, analytics, and operational strategies to enhance efficiency and decision-making within the sales organization.
Responsibilities
- Partner with Sales Leadership to identify opportunities to improve systems, reporting, operational processes, and overall sales effectiveness
- Lead the development and delivery of executive-level dashboards, analytics, and performance reporting that support strategic decision-making
- Serve as the primary business owner for CRM platform optimization, workflow improvements, automation initiatives, and user adoption
- Shape future data and analytics capabilities that support growth, forecasting, operational efficiency, and informed decision-making
- Lead sales performance reporting, including weekly, monthly, quarterly, and annual production summaries, with insights into trends, pipeline activity, retention, hit ratios, and profitability
- Ensure consistency in metric definitions and maintain strong data integrity across sales reporting tools and systems
- Monitor and analyze the sales department budget, including variance tracking, forecasting, and business performance analysis in partnership with Finance
- Provide leadership with actionable recommendations based on internal data, operational insights, and market intelligence
- Lead agency data management efforts, including data oversight, cleansing, normalization, and long-term data strategy development
- Prepare sales and agency data to support future analytics, automation, and predictive modeling initiatives
- Supervise and develop a small team supporting sales operations activities and administrative functions
- Oversee operational workflows related to agency data updates, documentation, and contract processing
- Promote a culture of accuracy, efficiency, accountability, and continuous improvement
- Draft, manage, and maintain agency contracts, licensing records, appointments, compensation structures, and related agreements
- Serve as the primary contact for contract-related inquiries and ensure compliance with corporate and regulatory requirements
- Maintain accurate and complete documentation of agency relationships and contractual obligations
- Conduct market research related to commissions, incentives, agency support models, and competitive positioning
- Monitor market trends affecting agency relationships, distribution strategies, retention, and sales performance
- Plan and coordinate sales events, agency meetings, advisory councils, and related communications
- Collaborate with Training, IT, Data, Finance, and Sales Leadership teams to align systems, reporting, and operational initiatives
- Support training and change management efforts related to systems, reporting tools, and operational processes
- Participate in continuous improvement initiatives that strengthen sales operations and organizational effectiveness
Skills
- Bachelor's degree in Business, Marketing, Finance, Data Analytics, or a related field
- Five or more years of experience in Property & Casualty insurance, sales operations, distribution operations, business operations, or a related field
- Experience leading or supervising operational, analytical, or administrative teams
- Experience managing CRM platforms such as Salesforce, Microsoft Dynamics, or similar systems
- Strong analytical skills with experience developing reports, dashboards, scorecards, and performance metrics
- Experience supporting business process improvement, operational efficiency initiatives, or systems optimization efforts
- Strong understanding of insurance distribution models, agency management, and sales performance metrics
- Ability to translate complex data into actionable business insights and recommendations
- Excellent communication skills with the ability to influence and collaborate across multiple functions and leadership levels
- Strong organization, project management, and problem-solving skills
- Adaptability, curiosity, and a continuous improvement mindset
- Experience managing agency contracts, compensation structures, licensing processes, or agency relationships
- Advanced Excel skills and experience with Power BI, Tableau, or similar business intelligence tools
Benefits
- 401(k) with company matching contributions
- Generous vacation and sick leave
- Fully paid tuition and professional development reimbursement
- Incentive compensation bonus opportunities
Company Overview