Job Description

Join to apply for the Insurance - Sales Operations Manager role at Western National Insurance Western National Insurance Group is a private mutual insurance company with over 120 years of experience serving customers' property-and-casualty insurance needs in the Midwestern, Northwestern, and Southwestern United States. Known as “The Relationship Company,” we define success as a measure of the relationships we’ve built over time. Job Type: Full-time Description Western National is seeking an Insurance - Sales Operations Manager to join our team! The individual in this role will have the opportunity to play a critical role in supporting the sales function by overseeing the daily operations of the sales administration team and ensuring smooth and efficient processes. Responsibilities and Opportunities Manages and leads the sales administration team, providing guidance, performance feedback, and professional development. Oversees agency onboarding processes, ensuring compliance with licensing laws and regulatory requirements across states. Collaborates with Compliance, Legal, IT, Operations, Marketing, and vendor teams to maintain accurate licensing records, enhance CRM and sales platforms, and align workflows with business objectives. Reviews and optimizes Salesforce and other sales/operational systems, leads integration efforts and data migration, workflow alignment, and adoption of new tools. Maintains the Sales SharePoint site, ensuring best practices, process documentation, and resources remain current. Designs, implements, and documents efficient, scalable processes and SOPs, including the use of robotic process automation (RPA) for high-volume tasks. Coordinates and supports sales meetings by managing logistics, preparing agendas, tracking action items, and driving effective communication. Monitors and analyzes sales operations metrics to identify trends, gaps, and opportunities for improvement. Partners with marketing and leadership to support recognition and engagement initiatives that strengthen agency relationships. Requirements Experience in sales operations, administration, or related roles; two plus years in a leadership or managerial capacity. Strong understanding of agency onboarding processes and state-specific licensing requirements. Familiarity with RPA tools and automation concepts. Experience in supporting or leading cross-functional system integration projects. Excellent organizational, analytical, and communication skills. Demonstrated time management with proven ability to meet deadlines. Proven ability to build and maintain strong business relationships. Proficient use of various core systems, office and computer equipment, and software packages. Bachelor’s degree in business administration or a related field; degree preferred, experience in lieu of degree acceptable. What We Offer The targeted hiring range for this role is $81,400 - $111,980, annually. Western National offers full-time employees a significant Total Rewards Package, including medical insurance plan options, Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA), 401(k) Plan, Wellbeing Program, Paid Time Off, paid parental leave, and bonus opportunities. Western National believes in supporting balance between work and life by providing a flexible work environment. Applicants must be authorized to work for any employer in the U.S. Equal Opportunity Employer Western National provides employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. #J-18808-Ljbffr Western National Insurance

Job Tags

Similar Jobs