Morgan Insurance Services, LLC, an affiliate of Morgan Auto Group, is seeking an experienced General Leader / Principal Agent to oversee the agency's overall operations, financial performance, sales growth, and strategic direction.
This executive-level position is responsible for leading agency operations across multiple locations, developing business opportunities, strengthening carrier and strategic partnerships, and ensuring regulatory compliance. The General Leader will serve as the primary liaison between MIS, Morgan Auto Group executive leadership, dealership management, and external business partners.
Responsibilities:
Provide executive leadership and strategic direction for all agency operations, establishing business plans, growth objectives, performance standards, and accountability across multiple locations.
Oversee financial performance, including budgeting, revenue growth, commission income, operating expenses, profitability, financial forecasting, and performance reporting.
Lead personal and commercial insurance sales, new business development, renewals, cross-selling, customer retention, and referral programs throughout participating Morgan Auto Group dealerships.
Direct agency operations, customer service, staffing, recruiting, employee development, performance management, and leadership succession planning.
Develop and maintain relationships with insurance carriers, wholesalers, brokers, and strategic business partners, including evaluating commission agreements, production incentives, and growth opportunities.
Lead the strategic development, management, and financial oversight of third-party business relationships, including joint business initiatives, telemarketing and outbound sales programs, referral opportunities, production reporting, and profitability.
Oversee agency licensing, regulatory compliance, insurance appointments, ethical sales practices, customer privacy, carrier requirements, and risk management.
Partner with Morgan Auto Group executive leadership, Finance, Human Resources, Legal, and dealership management to align agency operations with organizational objectives.
Monitor key performance indicators, identify opportunities for improvement, and implement strategies to increase production, profitability, operational efficiency, and customer retention.
Qualifications:
Active Florida 2-20 General Lines Insurance License required.
Extensive property and casualty insurance industry experience, preferably within an independent insurance agency.
Demonstrated experience in insurance agency management, executive leadership, sales production, and financial oversight.
Strong knowledge of personal and commercial insurance operations and Florida insurance regulations.
Experience managing multiple locations, departments, and professional teams.
Proven ability to recruit, develop, mentor, and lead employees while maintaining accountability and performance standards.
Experience with carrier relationships, commission structures, budgeting, and strategic business partnerships.
Strong financial, analytical, communication, negotiation, and organizational skills.
Proficiency with agency management systems, production reporting, and financial analysis.
Preferred Qualifications:
10+ years of progressive insurance industry experience.
5+ years of senior agency management or executive leadership experience.
Experience with automotive dealership-affiliated insurance operations, referral-based sales, telemarketing programs, and business development.
Demonstrated success improving agency profitability, production, customer retention, and operational performance.
Join our team and play a key role in the continued growth and success of Morgan Insurance Services.
*see hiring manager for details
