Regional Director (NE, FMSI)

About the role

The primary responsibility of the Regional Director is to implement operational & growth initiatives as well as manage the territory of agency operations & growth teams. They will manage the day-to-day operations of the designated personnel to ensure exceptional client experience, encourage a collaborative environment, and serve as a resource for their agency locations.

Responsibilities

• Aid in the development and implementation of operational & growth strategies and initiatives.
• Assist in developing a “best in class” client service platform, including training and educating team members to effectively implement the platform consistently.
• Assist with evaluating workflows and processes to improve efficiencies, drive new business and support client experience.
• Manage service & growth personnel activities to ensure timely completion of tasks in line with FMSI agency standards, workflows, and client experience expectations.
• Maintain producer accountability so 80% of the producer team in the region achieve their annual new business goals. Also work with sales leaders to ensure they are properly mentoring and supporting production team.
• Support producer recruiting, select qualified candidates, ensure they are mentored and developed in a way to achieve optimal performance.
• Work on distribution of workload and maintaining best practices to achieve key performance indicators for assigned agency locations.
• Avoidance of succession planning for personnel at assigned agency locations.
• Manage service & growth personnel activities to ensure timely completion of tasks in line with FMSI agency standards, workflows, and client experience expectations.
• Assist with leading Quarterly Team Huddles and participate in other meetings as scheduled.
• Avoidance of integration of new M&A agencies, including on-boarding, training and stabilization of agencies.
• Leverage and develop leaders within agency region to assist with management of agency locations.
• Leverage systems and technology to improve processes, client experience, drive growth and achieve maximum efficiency.
• Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions.
• Be available to travel (25%) when necessary to train, reinforce workflows and initiatives and resolve interpersonal issues to achieve positive client experiences.
• Maintain confidentiality of client and company information.
• Perform other duties, as assigned, appropriate to the position.

Requirements

• College degree in business, finance or related field is preferred.
• Minimum 3 years’ work experience in benefits, property and casualty, and/or insurance operations or growth.
• Minimum 4 Years Of Prior Management Experience.

Qualifications

• Proficiency with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.

Skills

• Excellent communication skills.

Benefits

• Annual Bonus
• Medical, Dental, Vision, Life, and Disability Insurance
• 401(k) with Company Contributions
• Paid Time Off (PTO)
• Donation Match Program
• Tuition reimbursement and paid certifications, licenses, and designations
• Employee Assistance Program (EAP) and wellness program with financial incentives
• $3,000 Referral Bonus

Pay

Compensation is commensurate with experience.

Schedule

Regular office hours are required.