Leads operations, sales performance, compliance, staffing, and customer service across multiple insurance offices. Oversees audits, budgets and targets, employee hiring and development, scheduling, documentation, cash handling, and policy procedures. Reports performance to executives, resolves escalated issues, implements workflow improvements, and coordinates communication between corporate leadership and branch locations. Requires frequent local travel between assigned offices and obtaining a Property & Casualty insurance producer license within 60 days.
Regional Manager
Job Description
The Regional Manager is responsible for leading and managing the performance, operations, and compliance of multiple office locations. This role is a key leadership position that ensures each location consistently meets sales targets, delivers outstanding customer service, and maintains operational excellence in alignment with company standards and procedures.
Multi-Location Oversight
- Supervise daily operations across assigned offices to ensure performance, cleanliness, and professionalism.
- Perform scheduled and surprise visits to each office for audits and evaluations.
- Ensure consistent branding, signage, and physical presentation of each location.
- See below for a list of locations within this Region.
Sales & Performance Management
- Set and monitor monthly sales goals for each office and provide coaching to ensure targets are met.
- Review policy count, retention rates, and individual performance metrics.
- Hold lead agents accountable for productivity, customer satisfaction, and compliance.
Team Leadership & Development
- Hire, train, and mentor new employees within the assigned region.
- Provide leadership and guidance to ensure employee engagement, morale, and retention.
- Support disciplinary actions and terminations in collaboration with HR when needed.
Compliance & Procedures
- Enforce proper quoting, binding, and policy issuance procedures.
- Audit offices for policy fee compliance, proper documentation, and underwriting adherence.
- Ensure all cash handling, deposits, and reporting are accurate and timely.
- Cover a shift in a location within your region when needed.
- Handle the weekly schedule for their offices, while coordinating with HR.
Communication & Reporting
- Report weekly to executive leadership on office performance, staffing needs, and challenges.
- Share updates, contests, training materials, and process changes with each office.
- Act as a liaison between corporate leadership and branch offices.
- Take calls from management or staff after/before hours.
Operations & Problem Solving
- Resolve escalated customer complaints or operational issues.
- Recommend and implement improvements in workflow, efficiency, and customer service.
- Support technology needs and escalate system issues when required.
Qualifications:
- Minimum 3–5 years of experience in multi-location management (insurance, retail, or service-based industry preferred).
- Strong leadership, coaching, and problem-solving skills.
- Proven track record in sales management and achieving performance metrics.
- Excellent communication and interpersonal skills.
- Insurance producer license (Property & Casualty) required within 60 days of hire.
- Bilingual (English/Spanish) a plus depending on region.
- Ability to travel locally between assigned offices multiple times per week.
Region 4:
3325 W North Ave. Chicago, IL 60647
2418 N Cicero Ave. Chicago, IL 60639 (Home)
6001 W Belmont Ave. Chicago, IL 60634
2523 W Lake St. Melrose Park, IL 60160
4837 N Kedzie Ave. Chicago, IL 60625
Insurance Navy Palos Hills, Illinois, USA Office
Palos Hills, IL, United States
Insurance Navy Chicago, Illinois, USA Office
Chicago, United States
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