Responsibilities

• Agency management
• Deliver key performance indicators (KPIs), including profit, growth, written premium, loss ratios, retention, and annual production goals
• Track agent performance, production, and retention; provide regular reporting to leadership on agent and marketing effectiveness
• - Analyze performance data to identify trends, gaps, and opportunities (Quotes, close rate, quality…etc)
• - Recommend and implement data-driven strategies to improve profitability and growth
• Train and onboard new agents on company policies, procedures, and cross-functional operations, including Underwriting, Service Operations, and Claims.
• Educate agents on company contracts, products, systems (NextPak®, Union Express), commission structures, and marketing programs.
• Manage agency performance by implementing improvement plans, including rehabilitation or termination, in coordination with the Regional Marketing Manager.
• Collect and maintain agency profiles, including competitive intelligence and market insights.
• Build and maintain strong relationships with agents through consistent communication and in-person engagement.

Requirements

• 8 or more years of experience working in the insurance industry in marketing, claims, or underwriting.
• Marketing experience preferred.
• Excellent organizational skills with strong attention to detail and accuracy.
• Effective interpersonal and communication skills, both verbal and written.
• Sales driven with a high energy level
• Collaborative with a customer-service mindset.
• Must maintain a good driving record and have a valid and current driver’s license
• Independent self-starter capable of producing in both structured and unstructured settings
• Ability to analyze performance data, identify trends, and make data-driven decisions
• Proven ability to build and maintain strong agency or client relationships

Preferred

• Bachelor’s degree in Business Administration, or a related field.
• General insurance acumen (CPCU preferred, required to pursue upon start)