Managing Director

1 month ago


San Francisco, United States CareerPaths NW Full time

Our client a prominent provider of commercialpersonal group benefits and group/individual finance services isseeking a dynamic and experienced Managing Director to lead theiroperations in Northern California.

This role ispivotal in providing strategic direction and leadership to theinsurance offices in the region. Our client values diversity and isparticularly interested in candidates who can bring a freshperspective to their predominantly midcareer and older leadershipteam.

Responsibilities

  • Provide strategic vision and effectiveleadership guiding teams toward achieving businessobjectives.
  • Oversee daytoday operationsensuring compliance with industry regulations policies and ethicalstandards.
  • Develop and execute strategies toexpand market presence increase sales and drive businessgrowth.
  • Identify and pursue new businessopportunities and partnerships.
  • Establish andnurture relationships with key stakeholders clients insurers andindustry professionals.
  • Address complex clientinquiries and negotiate insurance policies ensuring clientsatisfaction and retention.
  • Partner with SharedServices to achieve maximum efficiency andsuccess.
  • Develop and manage the agencys budgetoverseeing financial performance and ensuring targets aremet.
  • Analyze financial reports market trendsand performance metrics to make informed decisions for the agencysfinancial health.
  • Ensure the agency operates incompliance with insurance regulations laws and industrystandards.
  • Collaborate with leaders to drivegrowth and meet key objectives.

Qualifications

  • Bachelors degree in Business AdministrationFinance Insurance or a related field.
  • 5 yearsin a leadership role within an insurance agency (excluding directwriters captives or carriers). Bonus for experience with parentcompanies overseeing multiple acquisitions andmergers.
  • Excellent leadership communication andnegotiation skills to lead and manage highperformingteams.
  • Proficiency in industryspecific softwareand tools including AMS 360 andSalesforce.
  • Professional designationssupporting knowledge leadership and expertise (e.g. CPCUCIC).
  • Proven success in business developmentclient relationship management and achieving financialtargets.
  • Experience integrating multipleagencies leaders or branch managers postacquisition utilizing newnetworks services and crosssellingopportunities.

This role comes withemployerpaid medical dental vision life insurance flexible PTO anda 401K plan. If you are a visionary leader with a strong backgroundin insurance agency management and are passionate about drivingbusiness growth and innovation we encourage you toapply.

Remote Work :

No



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