*This role Is located in Poughkeepsie, NY*
Required Skills & Experience
• 3+ years minimum commercial lines property & casualty insurance team management experience (managing account managers)
• 5+ years of experience as an individual contributor in the P&C insurance industry (public sector, transportation, hospitality insurance industries preferred)
• Property & Casualty commercial insurance experience required
• Strong insurance client interfacing experience in a managerial role
• Experience from a mid-sized Insurance Agency (250-1000 employees) highly preferred
• Professional insurance accreditation required to meet agency standards
• Strong knowledge of insurance products, the role of a broker/consultant, and regional and departmental functions and processes
• Proven leadership qualities, ability to manage and inspire sales and customer service employees
Nice to Have Skills & Experience
• Bachelor’s Degree highly preferred, but not required
Comp: $150-200k base / year + Bonuses= total comp of $250-$300k
Job Description
Insight Global is seeking a Regional/Division Manager for a national, independent agency specializing in business insurance, personal insurance, employee benefits, and wealth management. This role is responsible for overseeing the day-to-day operations of a team that includes Insurance Account Managers, Customer Service Representatives, and a Customer Service Supervisor. This includes partnering with Account Managers to help retain and grow the agency client base.
The Regional/Division Manager will design, implement, and continuously refine efficient, well-balanced workflows that maximize productivity while delivering exceptional service quality and customer satisfaction. This individual will cultivate a positive, engaging, and high-performing work environment that supports growth, profitability, and long-term success within an employee-owned organization.
In addition, this leader will build and maintain strong, collaborative professional relationships with fellow employee-owners, promoting alignment, accountability, and a shared commitment to excellence.
Management of Accounts
• Take direct oversight of acquisition and retention for the largest regional or divisional accounts.
• Attract, recruit, retain, and mentor Account Managers.
• Ensure proactive implementation and consistent use of Service Timeline and Book Segmentation protocols across all client accounts.
• Participate in the promotion and representation of the company
Practice Management and Supervision
• Attract, recruit, retain, and mentor Supervisors.
• Monitor staffing continuously and make recommendations as appropriate.
• Implement and support tactical business planning aligned with retention goals.
• Measure the effectiveness of client processes and services, adjusting as needed.
• Adhere to approved budgets and ensure departmental milestones, goals, and metrics are met.
• Recommend and implement regional training for new and existing employees.
• Ensure performance management documentation is completed for all service staff within the region.
• Assist with the rollout of agency-wide initiatives, including new technology and optimization of existing systems.
Quality Control
• Oversee quality control efforts and promote best practices and innovations across the team.
• Ensure compliance with agency service standards, workflows, tasks, and professional requirements.
• Participate in continuing education programs as available.
• Adhere to all employee manual policies and guidelines.
• Promptly report all E&O claims and potential E&O exposures.
• Maintain confidentiality of all client, staff, and agency information.