Agency Leader: Growth, Coaching & Community Impact

Kleinkopf Ins and Fin Svcs Inc; Carmel-by-the-Sea (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Advancement opportunities

Paid time off

Training & development

Job summary

Cindy Kleinkopf Insurance and Financial Services, INC is seeking an Agency Manager to lead the office, drive business development, and manage daily operations. The role focuses on team leadership, customer engagement, and ensuring compliant processes that support growth and client satisfaction.

The candidate will oversee workflows, coach staff, contribute to community marketing, and monitor key metrics to achieve performance goals.

Qualifications

• Demonstrated leadership or supervisory experience.
• Strong communication and organizational skills.
• Ability to manage multiple priorities in a fast-paced setting.
• Prior insurance, business, or customer service experience preferred.
• Must be able to obtain applicable state insurance licenses.

Responsibilities

• Oversee day-to-day activities within the agency office.
• Support team members through coaching and coordination of workflow.
• Contribute to marketing initiatives and outreach within the community.
• Track and analyze business metrics to support growth objectives.
• Ensure compliance with established policies and procedures.

Skills

Leadership

Communication

Organizational skills

Multi-tasking

Customer service

Ownership

Education

State insurance license (required)

Job description

Cindy Kleinkopf Insurance and Financial Services, INC is seeking an Agency Manager to lead the office, drive business development, and manage daily operations. The role focuses on team leadership, customer engagement, and ensuring compliant processes that support growth and client satisfaction.

The candidate will oversee workflows, coach staff, contribute to community marketing, and monitor key metrics to achieve performance goals.