President/CEO/Owner🕴️

1. Develop agency goals, strategize to attain the goals and report on the goals:

   • • 1. 1. • Focus on working on the business

             • Develop strategies for the following:

               • Account Rounding

               • New Business

               • Retention

               • Referrals 

               • Placing Business with Core Carriers

             • Work on the marketing strategy with the community manager 

             • Celebrate agency successes 

             • Motivate the team 

2. Hire and onboard top agency talent

   • 1. 1. • • Practice forever recruiting and always be looking for top talent

             • Educate new team members on processes and procedures 

             • Help acclimate them to the agency’s culture

3. Work on agency marketing and new lead development

   • • 1. • • Work with the agency marketing team and/or third party vendors on agency branding and marketing

            • Be the face of the agency at networking and community events

            • Monitor and measure marketing activities 

4. Create and set the tone for the agency’s culture

• Be clear and intentional on developing the agency’s culture

• Recognize when team members are not in alignment with the agency culture

• Set the norm and standards of our culture

5. Provide ongoing coaching and training for the team on efficiency, sales, customer-centric processes    and personal development

• Roll out new processes and procedures

• Document new processes

• Train the team on agency best practices

• Audit the processes and coach the team for success

• Address any continued failures to follow processes and/or adhere to job descriptions

6. Manage the employees

• Conduct employee reviews and 90 day check-in meetings

• Support the team as needed 

• Handle agency disciplinary actions

• Motivate and inspire the team 

• Lead all agency meetings

 7. Work on Agency Profitability

• Identify core carriers to place business with to maximize revenue

• Work to hit career goals and achieve bonuses

• Identify agency budgets

• Keep track of agency profitability with accounting

• Work with carrier representatives on new initiatives and co-op dollar opportunities

• Failure to reach and maintain the KPIs below can cause reduced bonus, bonus eligibility, and/or reduced commissions. 

• All KPIs and Goals will be on AppSheet.

• Address difficult issues professionally and quickly

• Listen to learn and strengthen the agency

• Be relentlessly positive with the team and see their potential when they cannot

• Outlast the suck of adopting change

• Be driven to achieve the agency’s goals

• Honesty/Integrity - Does not cut corners unethically. Earns trust and maintains confidence. Do what is right, not just what is easy. 

• Organized & Planning - Plans, organizes and schedules in a productive manner. Focuses on key priorities. 

• Follow-Through - Lives up to verbal and written agreements, regardless of personal costs. 

• Persistence  - Demonstrates tenacity and willingness to go the distance to get something done. 

• Calm Under Pressure - Maintains stable performance when under heavy pressure or stress. 

• Enthusiasm - Exhibits passion and excitement over work. Has a can do attitude.

• Work Ethic - Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard. 

• High Standards - Expects personal performance and team performance to be nothing short of the best.

• Listening Skills - Lets others speak and seeks to understand their viewpoints. 

• Communication - Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails. 

• Teamwork - Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship. 

• Persuasion - Able to convince others to pursue a course of action. 

• • • Every 90 days you will meet with your manager to review any bottlenecks, ideas you have to improve and the objectives outlined in your job description. 

    • Each year you will receive a formal review.