Agency Manager Insurance
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Job Location:
Fort Myers, FL - USA
Yearly Salary:
USD 52000 - 78000
Posted on:
17 days ago
Vacancies:
1 Vacancy
Job Summary
We are seeking an experienced Agency Manager with a Florida 220 Property & Casualty License to lead our insurance operations in Ft. Myers. The ideal candidate will be fluent in Mandarin and English with proven expertise in both personal and commercial lines. This role requires a strategic leader who can oversee agency performance manage staff ensure regulatory compliance and drive profitability through retention and EBITDA monitoring.
Key Responsibilities
Leadership & Operations
o Oversee daily agency operations ensuring efficiency and compliance with state and carrier regulations.
o Develop coach and monitor employees to ensure productivity accuracy and client satisfaction.
o Implement best practices for retention tracking profitability and operational performance.
Financial & Strategic Oversight
o Track agency retention and EBITDA to meet or exceed company targets.
o Provide reporting and analysis to ownership on revenue expenses and profitability.
o Assist in setting and achieving growth goals for both personal and commercial lines.
Client & Policy Management
o Service and manage a book of business across personal and commercial P&C lines.
o Advise clients on coverage options risk management and policy changes.
o Ensure accurate handling of renewals endorsements cancellations and claims follow-up.
Typical Property & Casualty Agent Duties (as part of the role)
Quote bind and issue new policies for auto home and commercial insurance.
Review client accounts to identify coverage gaps and cross-sell opportunities.
Handle renewals endorsements audits and rewrites.
Provide policy explanations claims guidance and ongoing client service.
Maintain accurate records in the Agency Management System (AMS).
Qualifications
Active Florida 220 P&C License required.
2 years of experience in insurance agency operations including both personal and commercial lines.
Prior management experience with strong knowledge of agency financials retention and EBITDA tracking.
Fluency in Mandarin and English (verbal and written) required.
Strong leadership communication and organizational skills.
Proficiency in agency management systems (EZLynx Applied TAM or similar).
Preferred
Experience scaling operations or managing multi-location agencies.
Strong analytical and reporting skills for financial and retention metrics.
Required Experience:
Manager
Key Skills
- Sales Experience
- B2B Sales
- Marketing
- Financial Services
- Customer Services
- Management Experience
- Redmine
- Agency Management
- Home Care
- Outside Sales
- Sales Management
- Recruiting
About Company
From our award-winning HRO plan to our a la carte offerings, Humareso provides a variety of Human Resource services customized to the needs of our clients.
