About Our Client

Our client is a premier independent insurance agency with a strong presence in the FL market. Representing over 20 reputable insurance providers, they specialize in personal and commercial insurance solutions, including home, auto, and business coverage. They are known for a "client-first" philosophy, acting as an expert advisor to ensure every client receives tailored coverage that matches their specific needs. With a legacy of professionalism, responsiveness, and integrity, they have built a reputation for helping families and businesses protect their greatest assets.

The Opportunity

This newly elevated leadership role has been created to strengthen day-to-day operations by adding critical middle management, improving production oversight, and driving greater accountability across the organization. The position will also implement stronger KPI tracking while freeing ownership to focus on long-term strategy and community growth, making this a high-impact opportunity to help shape the company’s next phase of expansion.

What You Will Do

• Process Management: Oversee the entire lifecycle of policy administration, including initial quoting, carrier comparison, binding, and renewals.
• Agency Technology:Serve as the primary administrator for the Agency Management System (AMS), leveraging data and automation to improve team productivity.
• Team Coordination:Manage and mentor the support staff (Advisors), ensuring clear communication and seamless handoffs between sales and service in the personal lines department.
• Carrier Relations: Maintain and optimize relationships with over 20 carrier partners, staying current on products and underwriting guidelines.
• Compliance & Reporting: Monitor agency performance metrics and KPIs.

Who You Are

Required:

• 2+ years Florida insurance experience (minimum)
• Strong personal lines (Home + Auto) knowledge
• 220 license required
• Deep understanding of Florida homeowners market

Preferred:

• Prior team lead or supervisory experience
• Strong attention to detail
• Comfortable reviewing documentation & compliance
• Able to hold others accountable
• Balanced personality -  approachable but firm
• Strong communicator
• Local market familiarity (Tampa Bay area)

The Ideal Candidate is a seasoned insurance operations leader who thrives in a fast-paced environment where managing multiple carrier relationships is the norm. They are someone who understands Florida insurance volatility and seeks to improve the business "machine" through process optimization and data-driven decision-making.

Why Join the Team?

This role offers the stability of a well-established firm combined with the impact of a key leadership role. You will have the authority to shape workflows and directly influence the growth and scalability of a locally owned, highly respected agency in a professional, hybrid work environment.

________________________________________

About Naviga Recruiting & Executive Search

Naviga Recruiting & Executive Search is a leading provider of Contingent Workforce Solutions, Executive Search, Leadership and Individual Contributor hiring, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges. Naviga Recruiting & Executive Search specializes in U.S. Hiring for Global Businesses.