Insurance Agency Manager

Job Summary

Seeking a dynamic and experienced Insurance Agency Manager to lead and grow a Personal Lines department. This is an exciting opportunity to join a well-established organization with a century-long history of excellence and a strong commitment to customer satisfaction and community engagement. The ideal candidate will bring strategic vision, leadership expertise, and a passion for driving sales growth.

Compensation Package

• Base Salary: $100,000 - $140,000 (commensurate with experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Lead and manage a team of agents and back-office customer service professionals within the Personal Lines department.
• Develop and implement strategies to drive business growth and achieve sales targets.
• Provide coaching, mentorship, and leadership to team members, fostering a culture of excellence and collaboration.
• Oversee daily operations, ensuring efficiency and alignment with organizational goals.
• Build and maintain strong relationships with multiple carriers and stakeholders.
• Collaborate with senior leadership to align departmental objectives with overall company strategy.
• Represent the organization at networking events and industry functions to enhance visibility and build partnerships.

Qualifications/Requirements

• Experience: Minimum of 10 years in the insurance industry, with a focus on Personal Lines. Leadership experience is essential.
• Licensing: Must hold relevant insurance licenses.
• Expertise: Proven experience working with multiple carriers and managing teams.
• Location: Based in Fargo, with the ability to work in-office 3-4 days per week.
• Travel: Willingness to travel 3-5 nights per month for business purposes.
• Skills:
  • Strong leadership and people management abilities.
  • Strategic thinker with the ability to handle growth and drive results.
  • Excellent networking and relationship-building skills.
  • Dynamic sales-oriented mindset with a focus on customer satisfaction.
  • Ability to coach and develop team members to achieve their full potential.

#LI-AK3

Client Services Team Lead

Job Summary

Seeking a highly motivated and experienced Client Services Team Lead to join a growing team. This is a newly created position designed to support to Service Manager in overseeing and enhancing the performance of Client Services team. The ideal candidate will bring a wealth of experience in Commercial Lines and/or Personal Lines, along with proven managerial expertise.

Compensation Package

• Salary Range: $85,000 - $115,000 annually, commensurate with experience.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Lead and manage a team of Account Managers (AMs) in both Commercial Lines and Personal Lines.
• Oversee the quoting of new and renewal business for accounts ranging from $1,000 to $500,000.
• Collaborate with the Service Manager to ensure the efficient operation of the department.
• Act as a mentor and resource for team members, providing guidance and support as needed.
• Utilize EPIC and CSR24 software to manage workflows and ensure seamless client service delivery.
• Participate in monthly in-office meetings and occasional travel as required.
• Contribute to the development and implementation of best practices to enhance team performance and client satisfaction.

Qualifications/Requirements

• Experience: Minimum of 7+ years in Commercial Lines and/or Personal Lines, with at least 2 years in a managerial role.
• Licenses/Certifications: Property & Casualty (P&C) license required.
• Technical Skills: Proficiency in EPIC software is highly preferred; familiarity with CSR24 is a plus.
• Soft Skills:
  • Strong leadership and team management abilities.
  • Excellent communication and interpersonal skills.
  • Problem-solving mindset with a proactive approach.
  • Ability to adapt to a dynamic and fast-paced environment.
  • High level of organization and attention to detail.
• Education: Relevant educational background preferred but not required.

#LI-CD3

Sales Director

Job Summary

Seeking a dynamic and results-driven Sales Director to join a growing team. This is an exciting opportunity to lead and shape a new department focused on retention and sales excellence.

Compensation Package

• Base Salary: $125,000+ (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Oversee and manage the agency's entire book of business, including personal, life, Medicare, and individual health insurance accounts.
• Train and mentor producers across multiple locations to enhance sales performance.
• Supervise Life, Medicare, and Commercial Directors, ensuring alignment with company goals and objectives.
• Develop and implement strategic sales plans to drive growth and retention.
• Collaborate with the executive team to establish and execute a roadmap for success.

Qualifications/Requirements

• Licenses: Active Life & Health (L&H) and Property & Casualty (P&C) licenses are required.
• Experience: Minimum of 5 years in a sales leadership role, preferably within the insurance industry.
• Technical Skills: Proficiency in Applied EPIC software.
• Soft Skills:
  • Strong leadership and mentoring abilities.
  • Excellent communication and interpersonal skills.
  • Self-motivated and results-oriented.
  • Strategic thinker with the ability to execute plans effectively.
  • A "go-getter" attitude with a focus on customer connection and service excellence.

Additional Information

• Travel: Minimal travel required to train producers at various locations.
• Onboarding: Includes a two-week initial training period working directly with the Chief Experience Officer, followed by weekly check-ins.

#LI-MB4

Life Director

Job Summary

Seeking a dynamic and experienced Life Director to join a growing team. This is an exciting opportunity to lead and shape a new department focused on retention and life insurance sales.

Compensation Package

• Salary: $125,000+ (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Oversee and manage the agency's entire book of life insurance accounts, focusing on policies with premiums under $10,000.
• Travel to various locations to train producers on life insurance sales strategies and best practices.
• Develop and implement a roadmap for understanding and executing life insurance sales goals.
• Foster strong relationships with clients by prioritizing phone communication over email correspondence.
• Collaborate closely with the Chief Experience Officer and executive team to align departmental goals with the agency's overall objectives.
• Participate in a two-week onboarding process and engage in weekly check-ins to ensure alignment and progress.

Qualifications/Requirements

• Licenses/Certifications: Active Life and Health (L&H) license is required.
• Experience: Minimum of 5 years in life insurance sales or a related field.
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Soft Skills:
  • Self-motivated and results-driven
  • Strong interpersonal and communication skills
  • Ability to work independently and as part of a team
  • Strategic thinker with a proactive approach
  • Commitment to delivering exceptional customer experiences

Additional Information

• Travel: No regular travel is required beyond training producers at various locations.

#LI-MB4

Medicare Director

Job Summary

Seeking a dynamic and experienced Medicare Director to join a growing team. This role is pivotal in supporting the retention and growth of Medicare accounts. The ideal candidate will be a self-starter with a passion for building strong client relationships and a proven ability to lead and train producers on Medicare sales.

Compensation Package

• Salary: $125,000+ (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Oversee and manage the agency's entire book of Medicare accounts, focusing on premiums under $10,000.
• Travel to various locations to train producers on Medicare sales strategies and best practices.
• Develop and execute a roadmap for understanding and improving Medicare account retention and growth.
• Collaborate with the executive team to align departmental goals with the agency's overall objectives.
• Utilize Applied EPIC software to manage accounts and ensure seamless operations.

Qualifications/Requirements

• Licenses/Designations: Active Life & Health (L&H) license required.
• Experience: Minimum of 5 years in a Medicare-related role, with a proven track record of success.
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Soft Skills:
  • Self-starter with a "go-getter" attitude.
  • Strong leadership and training abilities.
  • Excellent communication and interpersonal skills.
  • Strategic thinker with the ability to execute plans effectively.
  • Commitment to fostering strong client relationships.

Additional Information

• Travel: Minimal travel required for training purposes.
• Onboarding: Includes a two-week initial onboarding period with weekly check-ins. Direct mentorship provided by the Chief Experience Officer.

#LI-MB4

Regional Director

Job Summary

Seeking a dynamic and experienced Regional Director to lead and support a growing operations team.

Compensation Package

• Base Salary: $125,000+ (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Train and mentor managers and producers to ensure they meet performance goals.
• Manage entire books of business, focusing on accounts with premiums under $10,000.
• Travel between locations to provide hands-on training and support.
• Develop and execute strategies to enhance customer retention and satisfaction.
• Utilize Applied EPIC software for account management and operational tasks.

Qualifications/Requirements

• Licenses/Designations: Active Life & Health (L&H) and Property & Casualty (P&C) licenses are required.
• Experience: Minimum of 5 years in the insurance industry, with a focus on leadership and operational management.
• Technical Skills: Proficiency in Applied EPIC software.
• Soft Skills:
  • Self-motivated and results-driven.
  • Strong leadership and mentoring abilities.
  • Excellent communication and interpersonal skills.
  • Strategic thinker with the ability to execute plans effectively.
  • Commitment to fostering strong client relationships.

#LI-MB4

Customer Support Team Manager

Job Summary

Seeking a dynamic and experienced Customer Support Team Manager to lead and oversee servicing department. This is a unique opportunity to join a growing agency that values customer connection and emphasizes proactive communication with clients. The ideal candidate will be a self-starter with a proven track record in managing customer support teams and a strong understanding of insurance lines.

Compensation Package

• Salary: $125,000+ (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Oversee the entire servicing department and ensure the delivery of exceptional customer support.
• Collaborate directly with the Retention Director to develop and implement strategies for client retention.
• Manage the agency's book of business, which includes accounts with premiums under $10,000.
• Ensure fluency and expertise in all lines of insurance, including Life & Health (L&H) and Property & Casualty (P&C).
• Utilize Applied EPIC software to manage accounts and streamline operations.
• Develop and execute a comprehensive plan/roadmap for understanding and improving department processes.
• Conduct regular team check-ins and provide ongoing training and support to team members.

Qualifications/Requirements

• Licenses/Certifications: Active Life & Health (L&H) and Property & Casualty (P&C) licenses are required.
• Experience: Minimum of 5 years of experience in a similar role, with a strong background in customer support and insurance services.
• Technical Skills: Proficiency in Applied EPIC software is required.
• Soft Skills:
  • Strong leadership and team management abilities.
  • Excellent communication and interpersonal skills.
  • Proactive and self-motivated with a "go-getter" attitude.
  • Strategic thinker with the ability to develop and execute plans effectively.
  • Strong problem-solving and decision-making skills.

#LI-MB4

Commercial Lines Department Manager

Job Summary

Seeking an experienced and dynamic Commercial Lines Department Manager to lead and oversee a Commercial Lines team. The ideal candidate will bring a wealth of experience in commercial insurance, a strong leadership background, and a commitment to excellence. This position is based in Pittsburgh and requires on-site presence five days a week, with potential for a hybrid schedule after the initial six months.

Compensation Package

• Base Salary: Competitive, starting at $115,000+ (commensurate with experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Lead and manage a team of approximately 15 professionals across multiple office locations.
• Oversee employee development, coaching, and performance management.
• Conduct internal audits to ensure adherence to established processes and procedures.
• Maintain and strengthen carrier relationships, including interactions with carriers such as CHUBB, Cincinnati, Travelers, FCCI, Selective, and Philadelphia.
• Coordinate continuing education (CE) initiatives and scheduling.
• Provide high-level oversight on complex or cumbersome renewals.
• Collaborate with senior leadership and other departments to achieve organizational goals.
• Travel twice annually to other office locations to foster team cohesion and alignment.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required; CPCU or higher designation preferred but not mandatory.
• Experience:
  • Ideal: 15+ years in commercial insurance.
  • Minimum: 10 years of relevant experience.
• Technical Skills: Proficiency in Epic software.
• Soft Skills: Strong leadership, communication, problem-solving, and organizational abilities. Must be adaptable, detail-oriented, and capable of fostering a collaborative team environment.
• Education: Bachelor's degree in a related field preferred but not required.

#LI-DC2

Personal Lines Department Manager

Job Summary

Seeking an experienced and dynamic Personal Lines Department Manager to lead a tenured team. This role is pivotal in overseeing the operations of the Personal Lines Department, ensuring the delivery of exceptional service, and fostering employee development. The ideal candidate will bring a wealth of experience in personal lines insurance, a strong leadership background, and expertise in utilizing Epic software. This is an exciting opportunity to join a well-established organization and make a significant impact.

Compensation Package

• Salary: Competitive, starting in the low $100,000s, commensurate with experience.
• Additional Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Lead and manage the Personal Lines Department, ensuring operational efficiency and high-quality service delivery.
• Oversee a team of experienced professionals, fostering a collaborative and productive work environment.
• Develop and implement strategies to enhance team performance and employee development.
• Utilize Epic software to manage workflows and ensure seamless operations.
• Collaborate with other departments and senior leadership to align departmental goals with organizational objectives.
• Travel to other office locations twice a year to foster inter-office collaboration and alignment.

Qualifications/Requirements

• Education & Licensing: Property & Casualty (P&C) license required.
• Experience:
  • Minimum of 10 years of experience in personal lines insurance (15+ years preferred).
  • Proven leadership experience managing a team in a similar capacity.
• Technical Skills: Proficiency in Epic software is mandatory.
• Soft Skills:
  • Strong leadership and team management abilities.
  • Excellent communication and interpersonal skills.
  • Strategic thinking and problem-solving capabilities.
  • Ability to foster a positive and collaborative team culture.
  • Adaptability and a proactive approach to challenges.
• Work Environment:
  • This is an in-office role based in Pittsburgh, requiring a presence 5 days a week for the first 6 months. A hybrid schedule may be considered after the initial period.
  • Willingness to travel twice a year to other office locations.

#LI-DC2

Property & Casualty Manager

Job Summary

Seeking a highly motivated and experienced Property & Casualty (P&C) Manager to join a well-established, family-owned insurance agency. With a long-standing reputation for excellence and strong carrier relationships, the agency offers a small-agency feel while providing comprehensive insurance solutions in Personal Lines (PL) and Small Business Commercial Lines (CL).

Compensation Package

• Salary Range: $70,000 - $90,000 (commensurate with experience)
• Bonus Opportunities: Eligible for commission/profit-sharing bonuses
• Benefits: Comprehensive benefits package

Responsibilities

• Oversee and manage employees in Personal Lines, Commercial Lines, and back-office operations, ensuring smooth day-to-day functioning.
• Provide leadership and support to a team
• Assist with servicing and sales as needed, particularly for walk-in clients.
• Manage carrier relationships, billing, and accounting processes.
• Ensure compliance with agency policies and procedures while maintaining high standards of customer service.
• Support the quoting and renewal process for new and existing business when necessary.
• Foster a positive and collaborative work environment, promoting professional growth and development among team members.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) License required; additional designations are a plus.
• Experience: Minimum of 2+ years of experience in an independent insurance agency.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Industry Knowledge: Experience with billing, accounting, and Excess & Surplus (E&S) lines is essential.
• Leadership Skills: Proven ability to manage and lead a team, with a strong focus on mentorship and team development.
• Soft Skills: Strong interpersonal, organizational, and problem-solving skills. A customer-focused mindset and the ability to handle high-pressure situations effectively.

Preferred Candidate Attributes

• A management and leadership mentality with a hands-on approach to problem-solving.
• A collaborative and team-oriented personality that aligns with our family-owned agency culture.
• A proactive and adaptable mindset to handle the dynamic needs of a busy office with high walk-in traffic.

#LI-EM1