Industry: Insurance / Financial Services
Employment Type: Full-Time
Job Summary
We are seeking an experienced Chief Revenue Officer (CRO) to lead revenue growth and business development across an established insurance agency aligned with a community banking organization.
This executive will develop and execute growth strategies, lead insurance sales and distribution teams and strengthen partnerships between banking and insurance operations. The primary focus will be to maximize cross‑selling opportunities, expand the agency's customer base, improve client retention and drive long‑term revenue growth.
The ideal candidate will bring extensive insurance leadership experience, a strong understanding of relationship‑based sales and the ability to build productive partnerships across multiple business lines.
Key Responsibilities
- Develop and execute revenue growth strategies aligned with overall business objectives.
- Lead, manage and develop insurance sales teams while establishing effective sales processes and performance expectations.
- Identify opportunities to expand insurance offerings within the existing customer base.
- Build strong partnerships with retail banking, commercial banking and wealth management teams to generate referral opportunities.
- Develop and implement cross‑selling strategies that integrate insurance solutions into the customer lifecycle.
- Establish training, processes and incentives to encourage referral activity across banking teams.
- Oversee sales and business development across Commercial Property & Casualty, Personal Lines, Employee Benefits and Life Insurance.
- Manage producer performance, sales pipelines, revenue targets and overall sales effectiveness.
- Drive growth through both bank referrals and independent insurance agency production.
- Strengthen client relationships, retention, satisfaction and long‑term customer value.
- Identify new markets, customer segments and business development opportunities.
- Build relationships with insurance carriers, wholesalers and strategic partners.
- Represent the organization at industry events and within local communities.
- Evaluate acquisition opportunities and support the integration of acquired agencies or teams.
- Establish and monitor key performance indicators related to revenue growth, cross‑selling and client retention.
- Provide regular business performance updates and strategic recommendations to executive leadership.
- Ensure compliance with applicable insurance and banking regulations and promote ethical sales practices.
- Participate in senior‑level management responsibilities, including budgeting, P&L management, talent acquisition, employee development and strategic planning.
Qualifications
- Bachelor's degree in Business, Finance or a related field; MBA preferred.
- 10+ years of leadership experience within insurance, banking or a combined financial services environment.
- Proven track record of driving revenue growth in a relationship‑based and referral‑driven business model.
- Experience leading insurance agency sales, business development or revenue‑generating functions.
- Strong understanding of Commercial P&C, Personal Lines, Employee Benefits and Life Insurance.
- Knowledge of community banking operations and bank referral partnerships is highly desirable.
- Demonstrated experience managing sales teams, developing producers and building cross‑functional partnerships.
- Experience with P&L management, budgeting and strategic business planning.
- Strong leadership, communication, relationship‑building and decision‑making skills.Ability to balance strategic planning with hands‑on execution.
- High level of integrity and commitment to customer‑focused service.