Strategic Operations Director

4 weeks ago


San Francisco, California, United States CareerPaths NW Full time

Job Title: Regional Business Development Manager

Job Summary:

We are seeking a dynamic and experienced Regional Business Development Manager to lead our operations in Northern California. This role is pivotal in providing strategic direction and leadership to our insurance offices in the region.

Key Responsibilities:

  • Provide strategic vision and effective leadership guiding teams toward achieving business objectives.
  • Oversee day-to-day operations ensuring compliance with industry regulations, policies, and ethical standards.
  • Develop and execute strategies to expand market presence, increase sales, and drive business growth.
  • Identify and pursue new business opportunities and partnerships.
  • Establish and nurture relationships with key stakeholders, clients, insurers, and industry professionals.
  • Address complex client inquiries and negotiate insurance policies ensuring client satisfaction and retention.
  • Partner with Shared Services to achieve maximum efficiency and success.
  • Develop and manage the agency's budget, overseeing financial performance and ensuring targets are met.
  • Analyze financial reports, market trends, and performance metrics to make informed decisions for the agency's financial health.
  • Ensure the agency operates in compliance with insurance regulations, laws, and industry standards.
  • Collaborate with leaders to drive growth and meet key objectives.

Requirements:

  • Bachelor's degree in Business Administration, Finance, Insurance, or a related field.
  • 5 years in a leadership role within an insurance agency (excluding direct writers, captives, or carriers). Bonus for experience with parent companies overseeing multiple acquisitions and mergers.
  • Excellent leadership, communication, and negotiation skills to lead and manage high-performing teams.
  • Proficiency in industry-specific software and tools, including AMS 360 and Salesforce.
  • Professional designations supporting knowledge, leadership, and expertise (e.g., CPC, UIC).
  • Proven success in business development, client relationship management, and achieving financial targets.
  • Experience integrating multiple agencies, leaders, or branch managers post-acquisition, utilizing new networks, services, and cross-selling opportunities.

What We Offer:

This role comes with employer-paid medical, dental, vision, life insurance, flexible PTO, and a 401K plan. If you are a visionary leader with a strong background in insurance agency management and are passionate about driving business growth and innovation, we encourage you to apply.

Remote Work:

No



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