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Job description
Insight Global is seeking a Regional/Division Manager for a national, independent agency specializing in business insurance, personal insurance, employee benefits, and wealth management. This role oversees the day-to-day operations of a team comprising Insurance Account Managers, Customer Service Representatives, and a Customer Service Supervisor. This includes partnering with Account Managers to help retain and grow the agency client base. The Regional/Division Manager designs, implements, and continually improves workflows that maximize productivity and deliver high-quality service and customer satisfaction. This individual will cultivate a positive, engaging, and high-performing work environment that supports growth, profitability, and long-term success within an employee-owned organization. In addition, this leader will build and maintain strong, collaborative professional relationships with fellow employee-owners, promoting alignment, accountability, and a shared commitment to excellence.
Management of Accounts
Take direct oversight of acquisition and retention for the largest regional or divisional accounts.
Attract, recruit, retain, and mentor Account Managers.
Ensure proactive implementation and consistent use of Service Timeline and Book Segmentation protocols across all client accounts.
Participate in the promotion and representation of the company's Practice Management and
Supervision
Attract, recruit, retain, and mentor Supervisors.
Monitor staffing continuously and make recommendations as appropriate.
Implement and support tactical business planning aligned with retention goals.
Measure the effectiveness of client processes and services, adjusting as needed.
Adhere to approved budgets and ensure departmental milestones, goals, and metrics are met.
Recommend and implement regional training for new and existing employees.
Ensure performance management documentation is completed for all service staff within the region.
Assist with the rollout of agency-wide initiatives, including new technology and optimization of existing systems.
Quality Control
Oversee quality control efforts and promote best practices and innovations across the team.
Ensure compliance with agency service standards, workflows, tasks, and professional requirements.
Participate in continuing education programs as available.
Adhere to all employee manual policies and guidelines.
Promptly report all E&O claims and potential E&O exposures.
Maintain confidentiality of all client, staff, and agency information.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.