Insurance Sales Agency Principal
About the role
This is a role for someone who enjoys the balance of selling, guiding people, and building something that lasts. The work is personal; you are not just managing policies; you are helping families and businesses make confident decisions about protection, planning, and peace of mind. As the agency principal, you will have a hand in both the big picture and the day-to-day details. You’ll shape sales direction, support client relationships, and help set the tone for how the agency serves the community.
Responsibilities
- Lead the agency with a clear focus on service, growth, and long-term client trust
- Oversee daily sales activity and make sure clients receive thoughtful, reliable support
- Develop new business opportunities while strengthening relationships with existing clients
- Guide policy recommendations that fit each client’s needs and goals
- Review agency performance, identify opportunities for improvement, and help shape growth plans
- Support, coach, and mentor sales staff to help them succeed in their roles
- Maintain high standards for accuracy, compliance, and customer service
- Work closely with carriers, partners, and internal staff to keep the agency running smoothly
- Represent The Atlantic District in a professional, approachable way in the Morristown community
- Help create an environment where clients feel heard, valued, and well cared for
Requirements
- Active Property & Casualty insurance license
- Experience leading insurance sales, agency operations, or a similar client-facing business
- Strong knowledge of personal lines and/or commercial lines insurance products
- Proven ability to build and maintain client relationships
- Comfort managing sales goals, agency growth, and day-to-day business priorities
- Clear communication skills, both written and verbal
- Ability to coach, support, and guide team members
- Proficiency with agency management systems, CRM tools, and standard office software
- Strong organizational skills and attention to detail
Qualifications
- Preferred: Life, Health, or additional insurance licensing
- Preferred: Experience with agency acquisition, retention strategy, or book-of-business management
Skills
Clear communication skills, both written and verbal
Ability to coach, support, and guide team members
Proficiency with agency management systems, CRM tools, and standard office software
Benefits
- Paid Time Off (PTO)
- Flexible Schedule
- Health Insurance
- Disability Insurance
- Life Insurance
- Vision Insurance
- Dental Insurance
- Parental Leave
- Hands on Training
- Retirement Plan
- Career Growth Opportunities
Pay
Annual Base Salary + Commission + Bonus Opportunities
Schedule
Mon-Fri Schedule
Location
Morristown,VT,05661,US
Company Information
The Atlantic District is a dynamic and growth-driven division of one of the nation’s most trusted insurance and financial services organizations. We partner with dedicated professionals to build thriving insurance agencies that deliver exceptional protection and financial confidence to individuals, families, and businesses throughout the Atlantic region.
We operate with urgency, purpose, and a commitment to excellence — empowering passionate, impact-oriented leaders to transform their ambitions into sustainable business success.
As part of our team, you’ll work with seasoned mentors, proven systems, and a supportive community that values integrity, service, and long-term growth.
This isn’t about short-term wins. It’s about building a business foundation that compounds over time — through client relationships, renewals, and strategic growth.
We believe in ownership of results and team collaboration. You’ll be surrounded by driven professionals who take pride in their work and push each other to elevate.
Operate with the strength of a recognized insurance organization behind you — giving you credibility in the marketplace from day one.
Phone: 518-951-9483