Work closely with the VP of Sales to set and achieve financial objectivesAssign workloads to team members, ensuring efficient distribution of tasksProvide training and support to team members who join the companyCoach and mentor team leaders to address performance issues that impact profitabilityImplement changes and strategies to improve productivity and achieve financial targetsResolve customer concerns that require my involvement, using exceptional customer service skillsEnsure a high level of customer satisfaction and maintain positive client relationships

Oversee daily operations, execute and complete assignmentsEvaluate performance and assign tasks to increase productivity Document operational tasks and report to upper-level managementPerform employee reviews and assessmentsAssist in providing hands on training for new employeesUnderwrite for agents and help closing deals when neededCollaborate with agents to ensure client satisfaction

Promote the insurance agency to customers who need insuranceEducate customers on each type of insurance coverage and make recommendations based on their needsEvaluate current insurance policies and recommend additional coverage when neededNegotiate prices and terms and prepare sales agreements

Conduct sales analysis and managementImprove product listingsImplement marketing strategies

Promote the insurance agency to customers who need insuranceEducate customers on each type of insurance coverage and make recommendations based on their needsEvaluate current insurance policies and recommend additional coverage when neededNegotiate prices and terms and prepare sales agreements