Our client a prominent provider of commercial personal group benefits and group/individual finance services is seeking a dynamic and experienced Managing Director to lead their operations in Northern California.
This role is pivotal in providing strategic direction and leadership to the insurance offices in the region. Our client values diversity and is particularly interested in candidates who can bring a fresh perspective to their predominantly midcareer and older leadership team.
Responsibilities
- Provide strategic vision and effective leadership guiding teams toward achieving business objectives.
- Oversee daytoday operations ensuring compliance with industry regulations policies and ethical standards.
- Develop and execute strategies to expand market presence increase sales and drive business growth.
- Identify and pursue new business opportunities and partnerships.
- Establish and nurture relationships with key stakeholders clients insurers and industry professionals.
- Address complex client inquiries and negotiate insurance policies ensuring client satisfaction and retention.
- Partner with Shared Services to achieve maximum efficiency and success.
- Develop and manage the agencys budget overseeing financial performance and ensuring targets are met.
- Analyze financial reports market trends and performance metrics to make informed decisions for the agencys financial health.
- Ensure the agency operates in compliance with insurance regulations laws and industry standards.
- Collaborate with leaders to drive growth and meet key objectives.
Qualifications
- Bachelors degree in Business Administration Finance Insurance or a related field.
- 5 years in a leadership role within an insurance agency (excluding direct writers captives or carriers). Bonus for experience with parent companies overseeing multiple acquisitions and mergers.
- Excellent leadership communication and negotiation skills to lead and manage highperforming teams.
- Proficiency in industryspecific software and tools including AMS 360 and Salesforce.
- Professional designations supporting knowledge leadership and expertise (e.g. CPCU CIC).
- Proven success in business development client relationship management and achieving financial targets.
- Experience integrating multiple agencies leaders or branch managers postacquisition utilizing new networks services and crossselling opportunities.
This role comes with employerpaid medical dental vision life insurance flexible PTO and a 401K plan. If you are a visionary leader with a strong background in insurance agency management and are passionate about driving business growth and innovation we encourage you to apply.
Remote Work :
No