President

Insurance Agency Job Description

Job Title: President of Insurance Agency Reports to: President / CEO / Chairman of the Board

SUMMARY: Responsible for overseeing budgets, staff, and producers, and evaluating the success of the agency.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Meet with the President / CEO / Chairman of the Board to assess the direction of the agency and ensure compliance with its mission.
• Oversee the operation of the agency, ensuring all goals are met based on the budget plan.
• Manage all business development, sales, marketing, and customer service efforts.
• Maintain awareness and knowledge of the agency’s daily finances.
• Analyze budget and financial reports.
• Ensure consistent and accurate communication with carriers, underwriting, and agents, both verbally and in writing.
• Understand the submission procedure for all types of commercial and personal lines policies.
• Ensure timely execution of quoting new business and processing renewal policies for commercial lines.
• Accurately maintain the client database and document all communications with clients.
• Foster positive and collaborative relationships with all insurance carriers and brokers.
• Develop and educate on marketing strategies, including digital channels, social media platforms, and community outreach to promote the agency, enhance brand visibility, attract new clients, and establish partnerships with local businesses and organizations as referral sources to expand market presence and generate leads.

QUALIFICATIONS: Education and Experience

• A bachelor’s degree in business administration or a related field.
• 8-10 years’ experience in a President or similar role.
• Holds a P&C license and Life and Health license in Texas.
• Financial and operational knowledge of various industries.
• Excellent leadership, interpersonal, and communication skills.
• Strong written, verbal communication, and multitasking skills.
• Innovative and entrepreneurial mindset, with motivational abilities and the capacity to find and retain talented employees.
• Ability to organize, prioritize, and self-manage workload.
• Team player with a positive attitude and willingness to help others.
• Strong analytical, decision-making, and problem-solving skills.

Work Environment: Must be able to work under pressure and exhibit good judgment in decisions pertaining to the agency’s overall health. The position requires extended periods of standing, sitting, and computer use.

The duties listed in this description are not all-inclusive. The employer reserves the right to add, alter, or delete duties as seen fit, with or without notice.