Managing Director

AmeriLife Group, LLC

$125K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in the insurance industry, preferably in marketing or sales roles
  • Experience with Medicare, life, and annuity products
  • Strong collaboration skills and ability to work effectively in a team
  • Excellent time management skills and capacity to meet deadlines
  • Proven agency sales experience is essential

Responsibilities

  • Drive agency growth through effective recruitment, training, and coaching of agents
  • Develop business plans and budgets to meet agency objectives
  • Generate new business by identifying market opportunities
  • Maintain compliant relationships with clients, carriers, and agents
  • Promote proprietary products to enhance profitability
  • Ensure client trust through market knowledge and compliant practices
  • Enhance company image through community collaboration
  • Oversee agency’s financial activities to maximize efficiency and growth
  • Analyze reports to measure productivity and identify improvement areas
  • Facilitate successful onboarding for new agents through structured initiatives
  • Coach agents on achieving sales goals and compliance standards
  • Independently assess training needs and implement improvement strategies

Benefits

  • Comprehensive benefits package including PTO
  • Medical, dental, and vision insurance
  • Retirement savings plan
  • Disability insurance
  • Life insurance
Full Job Description
Job Summary
This person grows their assigned agency and manage local staff to address the business objectives of the company. The Managing Director coaches and develops agents to meet the insurance needs of policyholders and clients with appropriate and suitable products. The position supports agents to maximize their professional growth and revenue generating opportunities. Functions as the primary liaison between the Home Office and assigned (independent) sales agents. He or she recruit's and develops agents.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Increases agency's growth, effectiveness and production by recruiting, selecting, orienting, training, coaching, counseling insurance agents; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing a welcoming climate by offering value added information and opinions; providing training and developmental opportunities.
  • Accomplishes agency objectives by recommending business plans, budgets, and result measurements; allocating resources; reviewing progress and making needed mid-course corrections.
  • Generates new business by identifying and addressing opportunities in the local market.
  • Develops and maintains good and compliant working relationships with clients, insurance carriers, regulatory agencies, assigned agents and co-workers.
  • Increases profitability of proprietary product lines by encouraging agents to consider these products when they meet the needs of clients.
  • Ensures trust and credibility with clients by maintaining detailed knowledge of current market conditions, compliant business practices and full understand of available product solutions.
  • Builds company image by collaborating with customers, community organizations, and others; enforcing ethical business practices.
  • Directs and coordinates agency's financial and budget activities to manage operations and maximize growth and efficiency.
  • Reviews growth results, recruiting, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing program improvement and cost reduction.
  • Meets required growth and sales objectives.
  • Spend considerable time with new agents to ensure successful completion of fast start initiatives (30 sales in the agent's first 90 days)
  • Provide and review detailed metric reports to assigned agents; ensure they are coached to achieve activity requirements, sales levels, cross-selling opportunities, compliance standards and minimum production/retention requirements.
  • Without guidance, determine agency's needs, create training schedules, identify areas of improvement, and execute on increasing new premium from Agents' production.
  • All other related duties.


QUALIFICATIONS:
  • Five plus years' experience in the insurance industry, preferably in marketing, sales and suitability capacity
  • Medicare, life and annuity product experience
  • Ability to work well within a team
  • Excellent time-management skills, ability to work within deadlines
  • Agency sales experience is a must


What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

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