Platform President - Insurance Brokerage Growth

Zak Human Solutions; United States; On-site; USD 225,000 - 275,000; Full time

Job summary

Kincaid Family Holdings is building a privately backed insurance brokerage platform focused on acquiring, integrating, and scaling independent agencies, with emphasis on Commercial P&C and Employee Benefits cross-sell. This role leads operational diligence and platform progression from acquisition screening to post-close integration.

The ideal candidate has led within a successful insurance brokerage, understands acquisition economics, and can manage producers, service teams, and carrier

Qualifications

• Significant leadership experience in an insurance brokerage or independent agency environment.
• Deep Commercial P&C expertise.
• Experience managing producers and service teams.
• Experience reviewing or integrating insurance agency acquisitions.
• Strong understanding of agency economics, including commission revenue, contingency income, producer compensation, EBITDA normalization, retention, and valuation.

Responsibilities

• Review potential acquisition targets before LOI submission.
• Evaluate revenue quality, client retention, producer dependence, carrier relationships, and operational risk.
• Analyze revenue by client, carrier, producer, line of business, and geography.
• Identify hidden risks in producer compensation, book ownership, non-solicits, client concentration, carrier concentration, service burden, E&O history, and technology systems.
• Help determine whether a target is a true platform, tuck-in, specialty acquisition, or pass.
• Work with ownership, legal counsel, CPA/QoE providers, and financing partners during diligence.
• Lead post-close integration planning and preserve client relationships.

Skills

Leadership

Insurance brokerage

Acquisition diligence

People management

Carrier relationships

Education

Experience in agency ownership/executive platform role

Job description

Kincaid Family Holdings is building a privately backed insurance brokerage platform focused on acquiring, integrating, and scaling independent agencies, with emphasis on Commercial P&C and Employee Benefits cross-sell. This role leads operational diligence and platform progression from acquisition screening to post-close integration.

The ideal candidate has led within a successful insurance brokerage, understands acquisition economics, and can manage producers, service teams, and carrier