Regional Director (NE, FMSI)

TrueNorth Companies, L.C.; Cedar Rapids (IA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Annual bonus

Health benefits

401(k) plan

PTO + Holidays

Donation matching

Tuition reimbursement

EAP & wellness

Referral bonus

Job summary

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking a Regional Director for our Northeast Iowa region. The Regional Director will implement operational and growth initiatives and manage agency operations and growth teams across multiple locations.

The role focuses on exceptional client experience, collaboration, training, and accountability for meeting new business goals. The position requires leadership of 25% travel, development of a best-in-class service platform, and ongoing

Qualifications

• College degree in business, finance or related field is preferred.
• Minimum 3 years’ work experience in benefits, property and casualty, and/or insurance operations or growth
• Minimum Of 4 Years Of Prior Management Experience Preferred
• Proficiency with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Appropriate licenses as required

Responsibilities

• Assist with development and implementation of operational & growth strategies and initiatives
• Assist in developing a “best in class” client service platform, including training and educating team members to effectively implement the platform consistently
• Assist with evaluation of workflows and processes to improve efficiencies, drive new business and support client experience
• Manage service & growth personnel activities to ensure timely completion of tasks in line with FMSI agency standards, workflows, and client experience expectations
• Oversee and assist personnel within assigned agency locations with training and learning new skills, including onboarding new hires
• Maintain producer accountability so 80% of the producer team in the region achieve their annual new business goals.
• Support producer recruiting, select qualified candidates, ensure they are mentored and developed in a way to achieve optimal performance.
• Work on distribution of workload and maintaining best practices to achieve key performance indicators for assigned agency locations
• Assist with succession planning for personnel at assigned agency locations
• Assist with managing schedules in the office to ensure office is open during standard business hours, and we have appropriate coverage
• Work with agency team members and/or local leaders on distribution of agency autonomy responsibilities including marketing, facilities, etc.
• Approve PTO and time away for designated personnel
• Regularly communicate with each team member, promoting and encouraging a positive team atmosphere; address team issues promptly, maintain a file of documentation for each employee, give appropriate feedback, counseling and conduct monthly 1:1 meetings
• Regularly visit agency locations within region to create connection and promote a collaborative team environment
• Support regular team huddles within region for agency locations
• Manage performance of assigned team members including creating development plans and performance improvement plans
• Assist with leading Quarterly Team Huddles and participate in other meetings as scheduled
• Assist with integration of new M&A agencies, including on-boarding, training and stabilization of agencies
• Leverage and develop leaders within agency region to assist with management of agency locations
• Leverage systems and technology to improve processes, client experience, drive growth and achieve maximum efficiency
• Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions
• Be available to travel (25%) when necessary to train, reinforce workflows and initiatives and resolve interpersonal issues to achieve positive client experiences
• Maintain confidentiality of client and company information
• Perform other duties, as assigned, appropriate to the position

Skills

Leadership

Operations management

Strategic planning

Communication

Team development

Education

Bachelor's degree in business or related field

Tools

Microsoft Office

Job description

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking a Regional Director for our Northeast Iowa region. The primary responsibility of the Regional Director is to implement operational & growth initiatives as well as manage the territory of agency operations & growth teams. They will manage the day-to-day operations of the designated personnel to ensure exceptional client experience, encourage a collaborative environment, and serve as a resource for their agency locations.

About First MainStreet Insurance

First MainStreet Insurance was established in 2017 as an organization dedicated to supporting local insurance agencies. Its mission is to help agencies preserve their hometown identity while gaining access to broader resources, expanding carrier markets, and the operational strength needed to stay competitive.

FMSI operates as an affiliate of TrueNorth Companies, a leading insurance and risk-management firm. TrueNorth established FMSI as a strategic platform to connect with and elevate community-based agencies across the Midwest. For years, FMSI has delivered innovative solutions and personal, relationship-driven service to meet our clients’ evolving needs. Our integrated platform spanning risk management, employee benefits, and personal financial strategies creates a comprehensive approach to the complex challenges of today’s world.

Come join our amazing team!

What FMSI Offers

• Annual Bonus
• Medical, Dental, Vision, Life, and Disability Insurance
• 401(k) with Company Contributions
• Paid Time Off (PTO): Paid time off ensures rest and balance, plus 11 paid holidays
• Donation Match Program
• Tuition reimbursement and paid certifications, licenses, and designations
• Employee Assistance Program (EAP) and wellness program with financial incentives
• $3,000 Referral Bonus

Essential Job Functions

• Assist with development and implementation of operational & growth strategies and initiatives
• Assist in developing a “best in class” client service platform, including training and educating team members to effectively implement the platform consistently
• Assist with evaluation of workflows and processes to improve efficiencies, drive new business and support client experience
• Manage service & growth personnel activities to ensure timely completion of tasks in line with FMSI agency standards, workflows, and client experience expectations
• Oversee and assist personnel within assigned agency locations with training and learning new skills, including onboarding new hires
• Maintain producer accountability so 80% of the producer team in the region achieve their annual new business goals. Also work with sales leaders to ensure they are properly mentoring and supporting production team.
• Support producer recruiting, select qualified candidates, ensure they are mentored and developed in a way to achieve optimal performance.
• Work on distribution of workload and maintaining best practices to achieve key performance indicators for assigned agency locations
• Assist with succession planning for personnel at assigned agency locations
• Assist with managing schedules in the office to ensure office is open during standard business hours, and we have appropriate coverage
• Work with agency team members and/or local leaders on distribution of agency autonomy responsibilities including marketing, facilities, etc.
• Approve PTO and time away for designated personnel
• Regularly communicate with each team member, promoting and encouraging a positive team atmosphere; address team issues promptly, maintain a file of documentation for each employee, give appropriate feedback, counseling and conduct monthly 1:1 meetings
• Regularly visit agency locations within region to create connection and promote a collaborative team environment
• Support regular team huddles within region for agency locations
• Manage performance of assigned team members including creating development plans and performance improvement plans
• Assist with leading Quarterly Team Huddles and participate in other meetings as scheduled
• Assist with integration of new M&A agencies, including on-boarding, training and stabilization of agencies
• Leverage and develop leaders within agency region to assist with management of agency locations
• Leverage systems and technology to improve processes, client experience, drive growth and achieve maximum efficiency
• Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions
• Be available to travel (25%) when necessary to train, reinforce workflows and initiatives and resolve interpersonal issues to achieve positive client experiences
• Maintain confidentiality of client and company information
• Perform other duties, as assigned, appropriate to the position

Credentials

• College degree in business, finance or related field is preferred
• Minimum 3 years’ work experience in benefits, property and casualty, and/or insurance operations or growth
• Minimum Of 4 Years Of Prior Management Experience Preferred
• Proficiency with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Appropriate licenses as required

The primary language of First MainStreet is English. Excellent communication skills are defined as the ability to actively listen for total comprehension, ask questions that enhance the understanding of a certain topic, and relay information and/or instruction in a descriptive and understandable fashion in both written and verbal forms. Occasional lifting up to 20 lbs. may be necessary from time to time. Must be able to sit for long periods of time, view a computer monitor, and type (up to 8 hours a day). Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

So, Why FMSI?

We are a company focused on developing our people and growing the business. We offer a competitive benefit package, wellbeing programs and incentives, and a positive work culture.

First MainStreet Insurance makes all employment-related decisions on the basis of qualifications, merit, and business need, and does not discriminate against any applicant on the basis of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws.