Job Description

Insurance Store Manager

Job Summary
Seeking an experienced Insurance Store Manager with a strong producing background to lead daily operations while managing and growing a diverse book of business. This role oversees Personal Lines and Life and Health accounts, including home, auto, recreational vehicles, motorcycles, RVs, small business owners policies, and ancillary L&H products. The position requires hands-on production, team leadership, and expertise in writing annuities, including fixed and indexed products.

Responsibilities

• Maintain strong knowledge of Life and Health, Property and Casualty, and related insurance products
• Write annuities, including fixed and indexed options
• Serve as a producing manager by meeting personal production metrics while overseeing team performance
• Lead, coach, and supervise a team of insurance producers to achieve individual and agency goals
• Drive growth of the agency’s book of business through new business development and retention
• Provide client support throughout policy writing and renewal processes
• Present policy options, coverage changes, and recommendations to clients in a clear and professional manner
• Ensure strong in-store operations, customer service standards, and workflow consistency
• Recruit, hire, onboard, train, and manage staff and support personnel
• Drive overall store sales and ensure the team meets or exceeds production targets
• Address day-to-day client inquiries and resolve service issues promptly
• Consistently meet personal and team production goals, including annuity sales

Qualifications / Requirements

• Active Oregon Resident P&C license and L&H license

• Management and leadership experience overseeing a team
• Desired knowledge in Medicare and working with annuities
• Previous experience in insurance and sales
• Familiarity with P&C carriers and coverages
• Ability to multitask in a fast-paced, deadline-driven environment
• Ability to produce high quality, professional informational materials for clients
• Strong communication skills and the ability to clearly explain coverage details and implications
• 3-5 years of experience preferred

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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