Regional/Division Manager (Commercial Lines)

Insight Global; City of Poughkeepsie (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

A national insurance agency seeks a Regional/Division Manager to oversee daily operations and lead a team focused on business and personal insurance solutions. The ideal candidate will manage accounts, enforce quality control, and cultivate a positive work environment. Responsibilities include mentoring staff, implementing workflows, and ensuring client satisfaction. Previous experience in the insurance sector with a focus on leadership and team management is essential for success in this role.

Qualifications

• Experience in managing a team in the insurance industry.
• Proven track record in client retention and account management.
• Strong leadership skills to build and mentor teams.

Responsibilities

• Oversee day-to-day operations of the Insurance Account Managers and Customer Service Representatives.
• Ensure recruitment and mentorship of team members.
• Implement and continuously improve workflows for higher productivity.
• Promote and represent the company's Practice Management and
• Attract, recruit, retain, and mentor Supervisors.
• Monitor staffing continuously and make recommendations as appropriate.
• Implement and support tactical business planning aligned with retention goals.
• Measure the effectiveness of client processes and services, adjusting as needed.
• Adhere to approved budgets and ensure departmental milestones, goals, and metrics are met.
• Recommend and implement regional training for new and existing employees.
• Ensure performance management documentation is completed for all service staff within the region.
• Assist with the rollout of agency-wide initiatives, including new technology and optimization of existing systems.

Skills

Leadership

Team Management

Client Retention

Quality Control

Communication

Job description

Insight Global is seeking a Regional/Division Manager for a national, independent agency specializing in business insurance, personal insurance, employee benefits, and wealth management. This role oversees the day-to-day operations of a team comprising Insurance Account Managers, Customer Service Representatives, and a Customer Service Supervisor. This includes partnering with Account Managers to help retain and grow the agency client base. The Regional/Division Manager designs, implements, and continually improves workflows that maximize productivity and deliver high-quality service and customer satisfaction. This individual will cultivate a positive, engaging, and high-performing work environment that supports growth, profitability, and long-term success within an employee-owned organization. In addition, this leader will build and maintain strong, collaborative professional relationships with fellow employee-owners, promoting alignment, accountability, and a shared commitment to excellence.

Management of Accounts

• Take direct oversight of acquisition and retention for the largest regional or divisional accounts.
• Attract, recruit, retain, and mentor Account Managers.
• Ensure proactive implementation and consistent use of Service Timeline and Book Segmentation protocols across all client accounts.
• Participate in the promotion and representation of the company's Practice Management and

Supervision

• Attract, recruit, retain, and mentor Supervisors.
• Monitor staffing continuously and make recommendations as appropriate.
• Implement and support tactical business planning aligned with retention goals.
• Measure the effectiveness of client processes and services, adjusting as needed.
• Adhere to approved budgets and ensure departmental milestones, goals, and metrics are met.
• Recommend and implement regional training for new and existing employees.
• Ensure performance management documentation is completed for all service staff within the region.
• Assist with the rollout of agency-wide initiatives, including new technology and optimization of existing systems.

Quality Control

• Oversee quality control efforts and promote best practices and innovations across the team.
• Ensure compliance with agency service standards, workflows, tasks, and professional requirements.
• Participate in continuing education programs as available.
• Adhere to all employee manual policies and guidelines.
• Promptly report all E&O claims and potential E&O exposures.
• Maintain confidentiality of all client, staff, and agency information.