Agency Manager

Job Description

Job Description

Our client is looking for a dedicated Agency Manager to oversee the daily operations of an in-house insurance agency in the Asbury Park, New Jersey area. This leadership role will involve managing staff, growing the agency's book of business, and serving as a liaison for funeral homes to ensure their insurance needs are met. The ideal candidate will bring a strong background in insurance management and a commitment to upholding the organization’s mission and values.

Responsibilities :

• Manage the overall operations and administration of the insurance agency, including developing, documenting, and maintaining business processes, policies, and procedures.
• Supervise and provide direction to licensed insurance representatives and administrative staff, ensuring their activities align with agency goals.
• Build relationships with member firms and actively participate in industry events to promote agency services and identify growth opportunities.
• Expand and maintain existing client accounts while delivering exceptional customer service.
• Serve as the primary contact between insurance carriers, funeral homes, and agency staff to facilitate smooth operations.
• Organize and conduct business meetings with potential clients, delivering tailored presentations to address their needs.
• Safeguard confidential client records and ensure compliance with company policies regarding data protection.
• Collaborate with accounting staff to manage billing reconciliations and oversee receivables.
• Mentor and coach team members, providing training and conducting annual performance evaluations.
• Contribute to budget planning, monitor expenditures, and approve financial decisions as necessary.
• At least 10 years of experience in insurance management or a related field.
• Proven expertise in life insurance and sales, with a demonstrated ability to grow accounts.
• Familiarity with AMS360 and proficiency in Microsoft Office applications.
• Strong knowledge of insurance policies and processes.
• Exceptional communication and leadership skills to effectively manage staff and liaise with clients.
• Ability to handle extensive intrastate travel as required by the role.
• Commitment to delivering excellent customer service and maintaining long-term client relationships.
• Adept at conducting research to identify new product offerings and specialized coverage opportunities.