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Insurance Brokerage Director

2 months ago


Montreal, Quebec, Canada PCF Insurance Full time
Job Summary:

The Managing Director will provide strategic leadership and direction to the insurance offices throughout the Mid-Atlantic region, including DC, Virginia, Maryland, Pennsylvania, and additional areas as they are added.

This role will oversee all operations, manage teams, drive business growth, maintain client relationships, and ensure the agency meets its financial and operational objectives.

Duties and Responsibilities:
  • Provide strategic vision and effective leadership, guiding teams toward achieving business objectives.
  • Oversee day-to-day operations for multiple agency locations, ensuring compliance with industry regulations, company policies, and ethical standards.
  • Develop and execute strategies to expand the agency's market presence, increase sales, and drive business growth.
  • Identify and pursue new business opportunities, partnerships, and potential clients to enhance revenue streams.
  • Establish and nurture relationships with key stakeholders, including clients, insurers, and industry professionals.
  • Address complex client inquiries and negotiate insurance policies, ensuring client satisfaction and retention.
  • Partner with Shared Services to achieve maximum efficiency and success.
  • Develop and manage the agency's budget, overseeing financial performance and ensuring targets are met.
  • Analyze financial reports, market trends, and performance metrics to make informed decisions for the agency's financial health.
  • Ensure the agency operates in compliance with insurance regulations, laws, and industry standards.
  • Prospect for potential acquisition opportunities within the area and your network.
  • Collaborate with leaders in the PCF network to drive growth and meet key objectives.
Qualifications:
  • Bachelor's degree in Business Administration, Finance, Insurance, or a related field.
  • Proven experience (5+ years) in a leadership role within an insurance brokerage agency or a related field.
  • Strong knowledge of insurance operations, market trends, and financial management within the insurance sector.
  • Excellent leadership, communication, and negotiation skills to effectively lead and manage a team.
  • Proficiency in industry-specific software and tools.
  • Preferred qualifications include relevant certifications or licenses in the insurance industry, experience with AMS 360 and Salesforce, and demonstrated success in business development, client relationship management, and achieving financial targets.
Compensation and Benefits:

Competitive salary, bonus structure, and comprehensive benefits package, including medical, vision, life insurance, flexible paid time off, and 401(k) matching.

PCF Insurance Services is an equal opportunity employer, committed to creating a diverse and inclusive work environment.