Personal Lines Agency Manager & Top Producer

Urrly

Boca Raton (FL)

On-site

USD 90,000 - 100,000

Full time

14 days+
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Job summary

Urrly in Boca Raton is seeking a Personal Lines Insurance Agency Manager to unite two local teams into one high-performing office. This role blends production with leadership, staying hands-on while guiding a sales-forward culture.

You will own personal production, develop referrals, coach agents, and drive retention and profitability as the office grows in a technology-enabled environment.

Qualifications

  • Proven success as a high-performing Personal Lines producer with a track record of generating new business.
  • Experience managing, coaching, or developing insurance sales professionals.
  • Active Florida 2-20 insurance license.
  • Network of referral partners and willingness to participate in local groups like BNI.
  • Strong knowledge of Florida Personal Lines carriers and sales dynamics.

Responsibilities

  • Maintain meaningful personal new-business production and be a top Personal Lines producer.
  • Generate new business through a referral network (mortgage brokers, realtors, BNI, etc.).
  • Build and manage an active pipeline with follow-up on opportunities.
  • Cross-sell existing clients and increase policies per customer.
  • Model strong sales activity and accountability for the team.
  • Lead the transition of two offices into one larger, consistent office.
  • Coach producers on prospecting, quoting, closing, cross-selling, and follow-up.
  • Monitor sales activity: premiums, quotes, close ratios, and policies per customer.
  • Identify performance issues and create improvement plans with HR if needed.
  • Oversee workflows, resource use, and accountability across the team.

Skills

Personal Lines producer
Sales leadership
Networking / referrals
Accountability & coaching

Education

Florida 2-20 license

Tools

Comparative raters
Carrier portals
Agency management systems
Performance reporting

Job description

Urrly in Boca Raton is seeking a Personal Lines Insurance Agency Manager to unite two local teams into one high-performing office. This role blends production with leadership, staying hands-on while guiding a sales-forward culture.

You will own personal production, develop referrals, coach agents, and drive retention and profitability as the office grows in a technology-enabled environment.

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