Insurance Sales Supervisor Onboarding Checklist

Insurance Sales Supervisor Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Insurance Sales Supervisor starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Management onboarding experience or just need an onboarding checklist for your new Insurance Sales Supervisor, you’re in the right place. We’ve put together a sample Insurance Sales Supervisor onboarding checklist below and have created onboarding templates & resources to help.

Insurance Sales Supervisor Onboarding Checklist

1. Introduction to Company Culture: The insurance sales supervisor should be provided with a comprehensive introduction to the company’s culture, values, and mission. This task is typically performed by the human resources department or a designated company representative who can explain the company’s core principles and expectations.

2. Familiarization with Company Policies and Procedures: The insurance sales supervisor should receive a detailed overview of the company’s policies and procedures, including those related to sales, customer service, compliance, and employee conduct. This task is usually performed by the human resources department or a designated trainer who can provide the necessary information and answer any questions.

3. Product and Service Training: The insurance sales supervisor should undergo thorough training on the company’s insurance products and services. This includes understanding the coverage options, policy terms, pricing, and underwriting guidelines. The training may be conducted by a combination of product managers, subject matter experts, and experienced sales professionals.

4. Sales Process and Techniques: The insurance sales supervisor should be trained on the company’s sales process and techniques to effectively lead and coach their sales team. This training may cover prospecting, lead generation, needs analysis, objection handling, closing techniques, and relationship building. It is typically conducted by experienced sales trainers or senior sales managers.

5. Familiarization with Sales Tools and Technology: The insurance sales supervisor should be introduced to the various sales tools and technology platforms used by the company. This may include customer relationship management (CRM) software, quoting systems, lead management tools, and other relevant software. The IT department or designated trainers usually provide this training.

6. Understanding Compliance and Regulatory Requirements: The insurance sales supervisor should receive training on the compliance and regulatory requirements specific to the insurance industry. This includes understanding state and federal laws, licensing requirements, privacy regulations, and ethical guidelines. Compliance officers or legal professionals within the company typically handle this training.

7. Team and Employee Management: The insurance sales supervisor should be provided with training on effective team and employee management. This may include topics such as performance management, goal setting, coaching and mentoring, conflict resolution, and conducting performance reviews. Human resources or experienced managers may conduct this training.

8. Building Relationships with Key Stakeholders: The insurance sales supervisor should be introduced to key stakeholders within the company, such as senior management, underwriters, claims department, and customer service representatives. This task is typically performed by the supervisor’s immediate manager or a designated mentor who can facilitate introductions and provide guidance on building effective relationships.

9. Understanding Compensation and Incentive Structure: The insurance sales supervisor should receive a detailed explanation of the company’s compensation and incentive structure. This includes understanding the base salary, commission structure, bonus opportunities, and any other performance-based incentives. The human resources department or the supervisor’s manager typically provides this information.

10. Shadowing and Observation: The insurance sales supervisor should have the opportunity to shadow experienced sales professionals and observe their sales interactions. This allows the supervisor to gain practical insights into the company’s sales process, customer interactions, and best practices. This task is typically coordinated by the supervisor’s manager or a designated mentor.

11. Goal Setting and Performance Expectations: The insurance sales supervisor should work with their manager to set clear goals and performance expectations. This includes defining sales targets, key performance indicators, and other metrics that will be used to evaluate the supervisor’s performance. The supervisor’s manager typically leads this task.

12. Continuous Learning and Development: The insurance sales supervisor should be encouraged to engage in continuous learning and development opportunities. This may include attending industry conferences, participating in webinars or workshops, and pursuing relevant certifications. The human resources department or the supervisor’s manager can provide guidance on available resources and opportunities.

13. Ongoing Support and Mentoring: The insurance sales supervisor should be assigned a mentor or provided with ongoing support to help them navigate their new role and responsibilities. This mentor can offer guidance, answer questions, and provide feedback as the supervisor settles into their position. This task is typically coordinated by the supervisor’s manager or the human resources department.

14. Performance Evaluation and Feedback: The insurance sales supervisor should undergo regular performance evaluations and receive constructive feedback on their performance. This allows them to identify areas for improvement and make necessary adjustments to achieve their goals. The supervisor’s manager typically conducts these evaluations and provides feedback.

15. Networking and Relationship Building: The insurance sales supervisor should be encouraged to network and build relationships within the industry. This may involve attending industry events, joining professional associations, and connecting with other insurance professionals. The supervisor’s manager or the human resources department can provide guidance on networking opportunities.

16. Succession Planning: The insurance sales supervisor should be included in the company’s succession planning process. This involves identifying potential successors and developing a plan for their future growth and advancement within the company. The supervisor’s manager and the human resources department typically handle this task.

17. Performance Recognition and Rewards: The insurance sales supervisor should be recognized and rewarded for their achievements and contributions. This may include incentives, bonuses, awards, or other forms of recognition. The human resources department or the supervisor’s manager typically handles this task.

18. Performance Improvement and Training: If the insurance sales supervisor’s performance falls below expectations, they should be provided with performance improvement plans and additional training opportunities to help them succeed. This task is typically coordinated by the supervisor’s manager in collaboration with the human resources department.

19. Team Building and Engagement: The insurance sales supervisor should be involved in team-building activities and initiatives to foster a positive and engaged sales team. This may include team-building exercises, social events, and recognition programs. The supervisor’s manager or the human resources department typically organizes these activities.

20. Continuous Performance Monitoring and Feedback: The insurance sales supervisor’s performance should be continuously monitored, and regular feedback should be provided to help them stay on track and address any performance gaps. This task is typically performed by the supervisor’s manager through regular check-ins and performance discussions

Setting Up Your Employee Onboarding Process

From reading through the items in the example Insurance Sales Supervisor checklist above, you’ll now have an idea of how you can apply best practices to getting your new Insurance Sales Supervisor up to speed and working well in your Management team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.