Managing Principal Agent

Responsibilities

• Lead day-to-day agency operations, including sales, service, retention, and compliance
• Develop and execute growth strategies to expand the agency’s client base and market presence
• Recruit, mentor, and manage licensed insurance professionals and support staff
• Build strong relationships with clients, referral partners, carriers, and community organizations
• Monitor agency performance metrics, profitability, and production goals
• Ensure adherence to carrier guidelines, underwriting standards, and state insurance regulations
• Oversee marketing initiatives, networking activities, and business development efforts
• Create a positive, customer-focused culture centered on professionalism and service excellence
• Analyze market trends and identify opportunities for new products and services
• Handle escalated client concerns and provide solutions-oriented leadership

Requirements

• Previous experience in insurance sales, agency management, or business leadership
• Strong leadership, communication, and team development skills
• Prioritize driving revenue growth and client retention
• Proven knowledge of insurance products, underwriting practices, and regulatory requirements
• Experience with CRM systems, agency management platforms, and performance reporting
• Self-motivated with strong organizational and strategic planning abilities
• Active Property & Casualty and/or Life & Health insurance licenses preferred

Qualifications

• Preferred attributes include strong community involvement and relationship-building skills, ability to lead in a fast-paced, performance-driven environment, strategic thinking, hands-on leadership style, passion for client advocacy, and team success

Benefits

• Annual Base Salary + Commission + Bonus Opportunities
• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Disability Insurance
• Life Insurance
• Vision Insurance
• Dental Insurance
• Parental Leave
• Hands on Training
• Mon-Fri Schedule
• Retail Plan
• Career Growth Opportunities