Franchise Operations Coach
2 days ago
Company Overview:
UniVista Insurance is one of the fastest-growing insurance organizations in Florida and Texas, serving hundreds of thousands of customers through a robust network of corporate offices, franchises, and independent agents.
We offer a full suite of personal and commercial insurance products including auto, home, health, life, and commercial supported by technology-enabled operations, strong carrier partnerships, and a customer-first culture.
Our team is entrepreneurial, fast-paced, and focused on delivering accessible, affordable coverage to the diverse communities we serve. Joining UniVista means being part of a high growth company where innovation, collaboration, and performance are at the center of our work.
Key Responsibilities:
Relationship-Building & InfluenceBuild trusted advisory relationships with franchise owners that enable constructive feedback, influence, and alignment on operational standards. Conduct regular check-ins (phone, video, and on-site) to understand needs, reinforce best practices, and ensure alignment with operational standards. Proactive Support & Follow-Up
Maintain structured visit schedules, action plans, and documentation of franchise activities to ensure accountability and compliance. Track issues through resolution and escalate appropriately when risks or delays arise. Field Visits & Audits
Conduct routine field visits to assess operational standards, customer experience, and brand compliance. Provide on-site and remote coaching with actionable recommendations to address gaps and improve performance.
Performance Monitoring
Use dashboards and KPIs to identify performance gaps and partner with franchisees on improvement plans. Document progress and risks clearly for leadership visibility. Cross-Functional CollaborationPartner with franchise development and marketing teams to resolve franchise needs and support growth. Qualifications
Qualifications:
Bachelor's degree in business, Management, or related field; Master's degree or certifications in coaching is a plus. 5+ years of experience in franchise management, business coaching, or operations, preferably in the insurance or financial services industry. Proven experience in supporting franchisees in improving business performance and achieving growth. Strong understanding of franchise operations, business management, and sales strategies. Excellent interpersonal, coaching, and communication skills, with the ability to motivate and influence franchisees without authority. Ability to analyze operational data and translate insights into clear recommendations for franchise owners. High level of professionalism, problem-solving skills, and the ability to manage multiple franchisee relationships. Comfortable having direct, constructive conversations when addressing performance gaps. Ability to work independently and as part of a collaborative team. Ability to travel (locally) to visit franchise locations on a recurring schedule. Proficiency in Microsoft Office Suite and CRM tools. Bilingual (English/Spanish) required.What Success Looks Like
Franchise owners trust you as their primary advisor and reach out proactively for support. Action plans are created and closed on schedule, with measurable improvements. Franchise locations consistently meet UniVista operational standards. Leadership has clear visibility into franchise performance, risks, and needs. Franchises report improved operational efficiency, customer service, and retention as a result of your coaching.-
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