Agency manager

Job Description

Job Description

About the Role:

The Agency Manager will lead and oversee the operations of an insurance agency specializing in health care and social assistance sectors, ensuring the delivery of comprehensive insurance solutions to clients. This role is pivotal in driving business growth by managing a team of insurance professionals, fostering client relationships, and maintaining compliance with industry regulations. The Agency Manager will be responsible for developing strategic plans to expand the agency’s market presence while optimizing operational efficiency. They will also serve as the primary liaison between clients, underwriters, and brokerage partners to tailor insurance products that meet diverse client needs. Ultimately, the Agency Manager ensures the agency’s success by balancing customer satisfaction, regulatory adherence, and financial performance.

Minimum Qualifications:

• Bachelor’s degree in Business, Finance, Insurance, or a related field.
• Proven experience in managing insurance operations, particularly in health insurance and property & casualty sectors.
• Licenses or certifications relevant to insurance brokerage and underwriting as required by state regulations.
• Strong knowledge of general insurance products including fixed annuities, umbrella insurance, and health insurance.
• Demonstrated leadership skills with experience managing teams and driving business growth.

Preferred Qualifications:

• Advanced certifications such as Chartered Property Casualty Underwriter (CPCU) or Certified Insurance Counselor (CIC).
• Experience working within the health care and social assistance industry.
• Familiarity with insurance brokerage software and customer relationship management (CRM) tools.
• Background in financial planning or risk management.
• Proven track record of successful client acquisition and retention strategies.

Responsibilities:

• Manage daily operations of the insurance agency, including staff supervision, workflow coordination, and performance monitoring.
• Develop and implement sales strategies to promote general insurance, fixed annuities, health insurance, property/casualty insurance, and umbrella insurance products.
• Oversee underwriting processes to ensure accurate risk assessment and policy issuance in compliance with regulatory standards.
• Build and maintain strong relationships with clients, brokers, and insurance carriers to facilitate effective brokerage services.
• Ensure the agency meets financial targets, regulatory requirements, and quality standards through regular reporting and analysis.

Skills:

The Agency Manager will utilize their expertise in general insurance and fixed annuities to design and recommend appropriate insurance solutions tailored to client needs. Proficiency in health insurance and property/casualty insurance enables the manager to oversee underwriting processes and ensure risk is accurately assessed and mitigated. Knowledge of umbrella insurance and brokerage practices supports the development of comprehensive coverage packages and effective client negotiations. Strong leadership and communication skills are essential for managing teams, fostering client relationships, and collaborating with insurance carriers. Additionally, analytical skills are applied daily to monitor agency performance, interpret market trends, and implement strategies that drive growth and compliance.