Performance Management & Coaching:
- Lead, coach, and develop a team of licensed insurance agents in a fast-paced, performance-driven environment.
- Drive accountability against core KPIs including conversion rate, premium production, contact rate, and customer experience metrics.
- Conduct regular coaching sessions, call reviews, and performance evaluations to identify opportunities for growth.
Process Improvement & Operational Excellence:
- Continuously assess and improve sales workflows, processes, and team operations to drive efficiency and scalability.
- Identify opportunities to optimize lead management, quoting, follow-up strategies, and customer engagement.
- Partner cross-functionally to implement operational enhancements and improve the overall agent and customer experience.
Cross-Functional Collaboration:
- Collaborate closely with Product, Operations, and Leadership teams to provide feedback on tooling, workflows, and process improvements.
- Serve as a key stakeholder in shaping the infrastructure and operational strategy of the agency.
- Maintain strong relationships with delegated insurance carrier partners and support carrier-related initiatives.
Team Building & Training:
- Support hiring efforts by interviewing and onboarding new insurance agents across multiple locations.
- Design and facilitate ongoing training sessions, coaching programs, and skills refreshers.
- Foster a high-performance, collaborative, and customer-centric team culture.