Head of Office

Smart Choice®
Boca Raton, FL

About the Role


We’re seeking a dynamic, sales‑driven professional to lead daily operations and drive revenue growth across multiple agency locations in Florida. This role blends leadership, sales coaching, operational oversight, and customer experience management. You’ll be the central force that keeps our teams aligned, motivated, and consistently delivering exceptional results. This position is for our Network owned Retail location, Smart Choice Partners – Florida.  


Key Responsibilities


Sales Leadership & Growth

  • Lead, coach, and motivate Property & Casualty (P&C) sales teams across multiple offices to achieve production and retention goals.
  • Develop and implement sales strategies, scripts, and performance standards.
  • Monitor KPIs, track sales activity, and provide ongoing performance feedback.
  • Support producers with quoting, cross‑selling, retention strategies and referral source development.
  • Identify new business opportunities and help drive community‑based marketing initiatives.


Operational Management

  • Oversee daily operations across all agency locations to ensure consistency, efficiency, and compliance.
  • Work with management team to manage staffing needs, workflow, and resource allocation between offices.
  • Ensure policies and procedures are supporting the goals of the office including increased efficiency, head count management and performance execution
  • Maintain office standards, including cleanliness, organization, and professional presentation.
  • Ensure adherence to company policies, underwriting guidelines, and regulatory requirements specific to Florida P&C insurance.


Team Development & Culture

  • Work with relatively new management team to ensure they are developing the skills necessary for future success
  • Recruit, onboard, and train new team members.
  • Foster a positive, high‑performance culture focused on accountability and customer service excellence.
  • Conduct regular team meetings, training sessions, and performance reviews.


Customer Experience & Retention

  • Oversee customer service processes to ensure timely, accurate, and empathetic support.
  • Resolve escalated customer issues and maintain strong client relationships.
  • Support retention efforts through proactive communication, renewal reviews, and coverage recommendations.


Administrative & Compliance Oversight

  • Manage office budgets, expenses, and vendor relationships.
  • Ensure compliance with Florida insurance regulations and agency licensing requirements.
  • Maintain accurate records, reports, and documentation across all locations.


Qualifications

  • 3+ years of experience in Property & Casualty insurance (required).
  • Active Florida 2‑20 license (required).
  • Prior experience in sales leadership, office management, or multi‑location oversight.
  • Strong understanding of Florida P&C markets, carriers, and underwriting guidelines.
  • Proven ability to coach teams, drive sales performance, and manage operations.
  • Excellent communication, organizational, and problem‑solving skills.
  • Proficiency with agency management systems and quoting platforms.


What We’re Looking For

  • A hands‑on leader who thrives in a fast‑paced, sales‑focused environment.
  • Someone who can balance people leadership with operational discipline.
  • A proactive problem‑solver who can navigate the complexities of Florida’s insurance landscape.
  • A motivator who inspires teams to exceed goals and deliver exceptional customer experiences.


Compensation & Benefits

  • Competitive base salary + performance incentives
  • Health, dental, vision benefits and participation in a 401K program
  • Paid time off and holidays
  • Professional development and licensing support
  • Mileage reimbursement for inter‑office travel


Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Paid time off
  • Retirement plan
  • Vision insurance


Work Location: In person