Principal Operating Agent

The Juris Agency; Long Beach (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

PTO

Work-Life Balance

Hands on Training

Career Growth Opportunities

Annual Base Salary + Commission +Bonus

Flexible Schedule

Health Insurance

Disability Insurance

Life Insurance

Vision Insurance

Dental Insurance

Parental Leave

Retirement Plan

Mon-Fri Schedule

Job summary

The Juris Agency in Long Beach, CA seeks an ambitious insurance leader to run a Farmers agency, overseeing growth, operations, and client service across personal and commercial lines. You will guide a high-performing team, drive new business, and maintain exceptional client relationships while ensuring compliance and profitability.

The role combines leadership, sales growth, operational management, and community engagement to drive long-term agency success in a dynamic market.

Qualifications

• Active California Property and Casualty (P&C) license is required.
• Five or more years of experience in insurance brokerage or agency management.
• Bachelor’s degree in Business, Finance, or a related field.
• Proven ability to drive revenue growth and client retention.
• Experience with CRM systems, agency management platforms, and performance reporting.
• Self-motivated with strong organizational and strategic planning abilities.
• Life & Health insurance licenses preferred.

Responsibilities

• Lead day-to-day agency operations, including sales, service, retention, and compliance.
• Develop and execute growth strategies to expand the agency’s client base and market presence.
• Recruit, mentor, and manage licensed insurance professionals and support staff.
• Build strong relationships with clients, referral partners, carriers, and community organizations.
• Monitor agency performance metrics, profitability, and production goals.
• Ensure adherence to carrier guidelines, underwriting standards, and state insurance regulations.
• Oversee marketing initiatives, networking activities, and business development efforts.
• Create a positive, customer-focused culture centered on professionalism and service excellence.
• Analyze market trends and identify opportunities for new products and services.
• Handle escalated client concerns and provide solutions-oriented leadership.

Skills

Leadership

Sales strategy

Strategic planning

Team development

Education

Bachelor’s degree in Business, Finance, or related field

Tools

CRM systems

Agency management platforms

Performance reporting tools

Job description

Job Description

We are seeking a motivated and strategic insurance professional to run their own Farmers insurance agency by leading the growth, operations, and client service functions of a dynamic insurance agency. This role is responsible for overseeing agency performance, developing business opportunities, managing a high-performing team, and ensuring exceptional client relationships across personal and commercial insurance lines.

The ideal candidate combines leadership, sales expertise, operational management, and community engagement to drive long-term agency success.

Benefits

• Paid Time Off (PTO)
• Work-Life Balance
• Hands on Training
• Career Growth Opportunities
• Annual Base Salary + Commission + Bonus Opportunities
• Flexible Schedule
• Health Insurance
• Disability Insurance
• Life Insurance
• Vision Insurance
• Dental Insurance
• Parental Leave
• Retirement Plan
• Mon-Fri Schedule

Responsibilities

Key Responsibilities

• Lead day-to-day agency operations, including sales, service, retention, and compliance
• Develop and execute growth strategies to expand the agency’s client base and market presence
• Recruit, mentor, and manage licensed insurance professionals and support staff
• Build strong relationships with clients, referral partners, carriers, and community organizations
• Monitor agency performance metrics, profitability, and production goals
• Ensure adherence to carrier guidelines, underwriting standards, and state insurance regulations
• Oversee marketing initiatives, networking activities, and business development efforts
• Create a positive, customer-focused culture centered on professionalism and service excellence
• Analyze market trends and identify opportunities for new products and services
• Handle escalated client concerns and provide solutions-oriented leadership

Requirements

Qualifications

• Active California Property and Casualty license
• Demonstrated business leadership experience
• Five or more years of experience in insurance brokerage or insurance agency management
• Experience in developing sales growth strategies and market expansion
• Bachelor’s degree in Business, Finance, or a related field
• Proven ability to drive revenue growth and client retention
• Experience with CRM systems, agency management platforms, and performance reporting
• Self-motivated with strong organizational and strategic planning abilities
• Life & Health insurance licenses preferred

Preferred Attributes

• Strong community involvement and relationship-building skills
• Ability to lead in a fast-paced, performance-driven environment
• Strategic thinker with a hands-on leadership style
• Passion for client advocacy and team success