Regional Director of Insurance Growth & Ops

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 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