Mission Fed
LiveSmart Insurance Services - Insurance Program Manager
Mission Fed, San Diego, California, United States, 92189
LiveSmart Insurance Services - Insurance Program Manager
Administrative - Horizon Center - CUSO, San Diego, California, United States of AmericaJob Description
Posted Tuesday, October 29, 2024 at 7:00 AMAre you a seasoned, independent insurance professional who has an enthusiasm for managing carrier relationships, overseeing agency operations and leading a dynamic sales team focused on auto and home insurance?If this sounds interesting to you, below are a few more details:Agency & Operational LeadershipOversee day-to-day operations of LiveSmart Insurance Services, LLC to meet organizational goals.Lead carrier management processes, ensuring effective communication, compliance, and ongoing relationship building.Manage commission reconciliation, working with carriers to address and resolve any issues promptly.Develop and execute strategies for agency growth and retention, maintaining compliance with industry regulations and company policies.Direct and mentor the sales team, providing guidance, training, and support to achieve sales goals.Foster a collaborative environment focused on customer satisfaction, teamwork, and performance excellence.Set clear objectives and expectations, regularly monitoring performance and implementing improvement plans as needed.Conduct regular meetings with the sales team to discuss goals, performance metrics, and industry trends.Oversee the sales process for auto and home insurance products, ensuring high conversion rates and customer satisfaction.Act as an escalation point for complex customer issues, balancing client needs with agency policies.Monitor market trends and competitor activity to identify opportunities for growth or product adjustment.Develop and maintain a high standard of client service and retention by promoting strong client relationships and offering exceptional support.Financial & Strategic ManagementWork closely with finance and operations to ensure commission structures are reconciled and accurately recorded.Assist in budget planning and expense management to maintain cost-effective agency operations.Regularly review agency performance metrics and implement improvement strategies to ensure profitability and growth.Collaborate with senior leadership to identify and capitalize on emerging trends and opportunities within the insurance market.Here is what we are looking for:Education:
A bachelor’s degree or achievement of formal certifications recognized in the industry as equivalent to a bachelor’s degree.Experience:
Minimum of 5-7 years in the insurance industry. Experience in an agency manager role preferred.Licensing:
State licensure for property and casualty insurance is required. Life and health licensure is a plus.
Must have an active insurance license in the State of CA in good standing. Additionally, a current driver's license in good standing and current in force CA insurance is a requirement of the position.Skills:
Demonstrated success in sales team management, carrier relationship management, and commission reconciliation.Technical:
Proficient in insurance agency management software, CRM systems, and Microsoft Office Suite.Personal Qualities:
Strong communicator with excellent problem-solving skills, a high degree of accountability, and the ability to motivate and lead others.What we offer:One of San Diego and the nation's Top Workplaces three years running!Great team and company culture!You can’t beat a role in sunny San Diego!18 days of PTO in your first year plus 12 holidays a year!6% - 8% 401(k) matchIf this sounds like an amazing opportunity to you (because ya, it is!), we want to hear from you!Base Pay/Salary:
$85,000 - $108,000 per yearThe salary range that we expect to pay for this position is $85,000 - $108,000. Actual base pay within this range will be determined by several components, including but not limited to, relevant experience, internal equity, skills, qualifications, and other job-related factors permitted by law.Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act (“CCPA”)/ California Privacy Rights Act (CPRA) requires Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal information will be used. This job applicant notice and the CCPA/CPRA notice provides the disclosures required by the CCPA/CPRA and applies only to applicants who are subject to the CCPA/CPRA.Mission Federal Credit Union is an Equal Opportunity Employer. All applicants will receive consideration without regard to race, sex, color, creed, religion, age, marital status, sexual orientation, national origin, physical or mental disability, veteran status, or any other class protected by law.
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Administrative - Horizon Center - CUSO, San Diego, California, United States of AmericaJob Description
Posted Tuesday, October 29, 2024 at 7:00 AMAre you a seasoned, independent insurance professional who has an enthusiasm for managing carrier relationships, overseeing agency operations and leading a dynamic sales team focused on auto and home insurance?If this sounds interesting to you, below are a few more details:Agency & Operational LeadershipOversee day-to-day operations of LiveSmart Insurance Services, LLC to meet organizational goals.Lead carrier management processes, ensuring effective communication, compliance, and ongoing relationship building.Manage commission reconciliation, working with carriers to address and resolve any issues promptly.Develop and execute strategies for agency growth and retention, maintaining compliance with industry regulations and company policies.Direct and mentor the sales team, providing guidance, training, and support to achieve sales goals.Foster a collaborative environment focused on customer satisfaction, teamwork, and performance excellence.Set clear objectives and expectations, regularly monitoring performance and implementing improvement plans as needed.Conduct regular meetings with the sales team to discuss goals, performance metrics, and industry trends.Oversee the sales process for auto and home insurance products, ensuring high conversion rates and customer satisfaction.Act as an escalation point for complex customer issues, balancing client needs with agency policies.Monitor market trends and competitor activity to identify opportunities for growth or product adjustment.Develop and maintain a high standard of client service and retention by promoting strong client relationships and offering exceptional support.Financial & Strategic ManagementWork closely with finance and operations to ensure commission structures are reconciled and accurately recorded.Assist in budget planning and expense management to maintain cost-effective agency operations.Regularly review agency performance metrics and implement improvement strategies to ensure profitability and growth.Collaborate with senior leadership to identify and capitalize on emerging trends and opportunities within the insurance market.Here is what we are looking for:Education:
A bachelor’s degree or achievement of formal certifications recognized in the industry as equivalent to a bachelor’s degree.Experience:
Minimum of 5-7 years in the insurance industry. Experience in an agency manager role preferred.Licensing:
State licensure for property and casualty insurance is required. Life and health licensure is a plus.
Must have an active insurance license in the State of CA in good standing. Additionally, a current driver's license in good standing and current in force CA insurance is a requirement of the position.Skills:
Demonstrated success in sales team management, carrier relationship management, and commission reconciliation.Technical:
Proficient in insurance agency management software, CRM systems, and Microsoft Office Suite.Personal Qualities:
Strong communicator with excellent problem-solving skills, a high degree of accountability, and the ability to motivate and lead others.What we offer:One of San Diego and the nation's Top Workplaces three years running!Great team and company culture!You can’t beat a role in sunny San Diego!18 days of PTO in your first year plus 12 holidays a year!6% - 8% 401(k) matchIf this sounds like an amazing opportunity to you (because ya, it is!), we want to hear from you!Base Pay/Salary:
$85,000 - $108,000 per yearThe salary range that we expect to pay for this position is $85,000 - $108,000. Actual base pay within this range will be determined by several components, including but not limited to, relevant experience, internal equity, skills, qualifications, and other job-related factors permitted by law.Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act (“CCPA”)/ California Privacy Rights Act (CPRA) requires Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal information will be used. This job applicant notice and the CCPA/CPRA notice provides the disclosures required by the CCPA/CPRA and applies only to applicants who are subject to the CCPA/CPRA.Mission Federal Credit Union is an Equal Opportunity Employer. All applicants will receive consideration without regard to race, sex, color, creed, religion, age, marital status, sexual orientation, national origin, physical or mental disability, veteran status, or any other class protected by law.
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