Executive Principal Agent
Indexed description
The ideal candidate combines leadership, sales expertise, operational management, and community engagement to drive long-term agency success.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Parental Leave
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Responsibilities
Key Responsibilities
- Lead day-to-day agency operations, including sales, service, retention, and compliance
- Develop and execute growth strategies to expand the agency’s client base and market presence
- Recruit, mentor, and manage licensed insurance professionals and support staff
- Build strong relationships with clients, referral partners, carriers, and community organizations
- Monitor agency performance metrics, profitability, and production goals
- Ensure adherence to carrier guidelines, underwriting standards, and state insurance regulations
- Oversee marketing initiatives, networking activities, and business development efforts
- Create a positive, customer-focused culture centered on professionalism and service excellence
- Analyze market trends and identify opportunities for new products and services
- Handle escalated client concerns and provide solutions-oriented leadership
- Previous experience in insurance sales, agency management, or business leadership
- Strong leadership, communication, and team development skills
- Proven ability to drive revenue growth and client retention
- Knowledge of insurance products, underwriting practices, and regulatory requirements
- Experience with CRM systems, agency management platforms, and performance reporting
- Self-motivated with strong organizational and strategic planning abilities
- Active Property & Casualty and/or Life & Health insurance licenses preferred
- Strong community involvement and relationship-building skills
- Ability to lead in a fast-paced, performance-driven environment
- Strategic thinker with a hands-on leadership style
- Passion for client advocacy and team success
We operate with urgency, purpose, and a commitment to excellence — empowering passionate, impact-oriented leaders to transform their ambitions into sustainable business success.
As part of our team, you’ll work with seasoned mentors, proven systems, and a supportive community that values integrity, service, and long-term growth.
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