Overview
The Branch Manager/Senior Branch Manager at our Insurance Agency plays a key role in leading and managing the overall operations of the branch. They are responsible for driving business growth, ensuring excellent customer service, and fostering a positive work environment for the branch team. This position is crucial in achieving sales targets, maintaining compliance with regulations, and representing the agency in the local community.
Key responsibilities
- Lead and oversee the day-to-day operations of the branch, including sales, customer service, and administrative functions
- Develop and implement strategic plans to achieve business targets and expand the customer base
- Manage and coach the branch team to drive performance and uphold high professional standards
- Ensure compliance with insurance regulations, company policies, and procedures
- Build and maintain strong relationships with customers, local communities, and insurance partners
- Analyze market trends and competition to identify opportunities for growth and improvement
- Conduct regular performance evaluations and provide feedback to staff members
- Resolve escalated customer issues and complaints in a timely and satisfactory manner
- Monitor branch financials, budgets, and expenses to optimize profitability
- Collaborate with the regional management team to align on goals and initiatives
- Participate in recruiting, hiring, and training new staff members
- Organize and lead branch meetings to communicate updates, best practices, and targets
- Stay updated on industry changes, new products, and best practices through continuous learning
- Represent the agency at local events, networking opportunities, and industry conferences
- Drive a customer-centric culture and uphold the agency's reputation for excellence
Required Qualifications
- Bachelor's degree in Business Administration, Finance, or related field
- 5+ years of experience in the insurance industry, with a focus on sales and management
- Proven track record of achieving and exceeding sales targets
- Strong knowledge of insurance products, regulations, and market dynamics
- Excellent leadership and team management skills, with the ability to inspire and motivate others
- Exceptional communication and interpersonal abilities, with a customer-focused mindset
- Demonstrated experience in driving business growth and profitability
- Sound understanding of financial principles and budget management
- Ability to multitask, prioritize, and make effective decisions in a fast-paced environment
- Certification in insurance, such as CII or CISR, is a plus
- Proficient in using MS Office and other relevant software for business operations
- Strong networking and relationship-building capabilities within the local community
- Problem-solving skills and a proactive approach to addressing challenges
- Adherence to ethical standards and integrity in handling sensitive information
- Flexibility to travel, as required, for meetings, training, and events
Skills: leadership,sales,team management,customer service,management,insurance,regulations,skills,customer,events,insurance agency management,agency agreements,life insurance,insurance background,irrevocable life insurance trusts,permanent life insurance,whole life insurance,term life insurance,team building,bank management,health insurance,life & health insurance licenses
