Job Title: Agency President II
Reports to: Regional President
FLSA Status: Exempt
Job Code: EX04AP1E
Agency President II: Offices with revenues generating $5M to $10M
Summary Directs and coordinates activities the Agency by performing the following duties either directly or through subordinate supervisors.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Confers with company officials to plan and develop methods and procedures to increase sales, lower costs, and obtain greater efficiency.
Reviews activity reports to ensure that personnel have achieved sales quotas and collected policy holder’s premiums.
Interprets, implements, and enforces company policies.
Prepares and submits activity reports.
Understands and reacts to competitive opportunities.
Actively seeks business opportunities by calling on new or existing accounts and by seeking to employ insurance agents with established books of business and by seeking to purchase other independent insurance agencies.
Correctly matches staffing needs to sales. Ensures appropriate level of customer service.
Prepares annual budget and manages expenditures.
Provides direction and leadership to multiple employees.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Master's degree (M. A.) or equivalent and four years related experience and/or training; or equivalent combination of education and experience.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
To perform this job successfully, an individual should have knowledge of Agency management systems; contact management systems; Internet software; Spreadsheet software and Word Processing software.
Certificates, Licenses, Registrations
Current valid Insurance License(s)
Valid driver’s license. Ability to travel up to 60% of time.