Assistant Manager Insurance Agency

Come join our GTE Financial Team!

We are looking for a customer-focused, strategic, and proven leader to join as an Assistant Manager of Insurance Agency, overseeing the development and execution of Insurance sales strategies, accountability for Insurance production goals, member experience, profitability, and other key department objectives and projects.

Responsibilities – Assist the Agency Manager in day-to-day responsibilities including, overseeing Insurance Specialists, managing operational efficiencies within the agency, helping to mitigate risk by effectively reinforcing policy and procedure, managing appointments with carriers, as well as other duties assigned by the AVP of Insurance Agencies.

What does GTE look for as an Assistant Manager of Insurance?

Leadership:

• Lead the Insurance sales team to achieve sales goals, service level agreements, and superior member experience through effective execution of selling techniques, marketing ideas, and exceptional service standards.
• Ensure the Insurance sales team’s adherence to Credit Union and departmental standards. Prepare timely evaluations that accurately measure employee performance and provide direction for future growth and development. Practice Integrity Coaching principles.
• Routinely coaching using the Integrity Coaching principles and Member Advantage philosophy, evaluate progress and provide frequent and timely feedback to the team.
• Motivate team, set and communicate clear expectations and goals for employee performance and responsibilities.
• Hire, supervise, evaluate, counsel, and terminate (when necessary).
• Ensure proper staffing and training of staff; responsible for the interviewing and selection of qualified candidates and perform all responsibilities by current organizational goals and standards. 
• Coach, train, and manage assigned staff, ensuring adherence to Credit Union and departmental standards. Prepare timely evaluations that accurately measure employee performance and provide direction for future growth and development.
• Monitor team production, service metrics, and pipeline performance to ensure office goals are achieved.
• Serve as the primary leader of the office and liaison between agency leadership and local staff.

Business Development & Production:

• Actively produce new insurance business through inbound and outbound sales activities, including referrals, credit union partnerships, networking, and marketing initiatives
• Maintain a personal sales pipeline and consistently meet or exceed individual production goals established by agency leadership.
• Conduct insurance coverage reviews and cross-sell opportunities for existing members to expand household penetration.
• Participate in community events, credit union promotions, and marketing campaigns to generate leads and increase brand awareness for the agency.
• Track personal production, lead conversion, and pipeline activity using agency CRM tools and reporting systems.

Strategic:

• Assists in preparing, implementing, and monitoring the budget for the department that is consistent with the overall strategic plan and annual budget.
• Develop sales goals based on the departmental sales budget and current and projected market conditions to maximize total departmental sales performance, utilizing all available internal and external resources.
• Review loss ratios with carriers and adjust processes when needed.
• Identify local marketing opportunities and partnerships to generate new business leads.
• Work with agency leadership to develop sales goals based on departmental budget and projected market conditions.
• Monitor agency performance metrics, including production, retention, and loss ratios, and adjust processes when necessary.

Operational:

• Create and monitor reports that enhance pipeline management, sales, member experience, and quality. Provide feedback from reports to leadership.
• Understand and comply with the rules and regulations associated with the Insurance industry.
• Responsible for ensuring that all agency records are accurate, current, and up to date with insurance carriers, external websites, internal documentation within the Credit Union, and all other entities the insurance agency works with.
• Must demonstrate a fundamental knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Soft Skills:

• Foster excellent communication through individual and timely team meetings with staff.
• Demonstrate a strong working knowledge of all Credit Union sales departments.
• Demonstrate excellent leadership and negotiation skills.
• Demonstrate strong communication and influence skills with demonstrated ability to build collaborative relationships with business leaders and regulators at all levels.
• Exercise discretion in decision-making and apply sound, logical judgment in problem-solving.

Required Qualifications:

• Undergraduate degree or 5 years of related experience.
• Minimum 7 years’ experience with at least 5 years of progressive management experience or a combination of education and experience.
• Demonstrated success in insurance sales and business development.
• Must have a 220 Property & Casualty License.

Position Details:

• Location: Tampa
• Department Hours: Monday– Friday (8:00 am to 5:00 pm) // Saturday (9:00 am to 1:00 pm)

Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects.

The position is defined as hybrid in nature (in-office or remote) and may be changed at any time by management with appropriate notice, if possible.

Required for Remote/Hybrid Work:

• A quiet workplace so you can focus on delivering excellent service to our members.
• Some positions will require performance standards to be met to qualify for alternative work arrangements.
• Required to have power and high-speed internet over 100MB (minimum).
• Video capability (connection of 1.5 Mbps up and down recommended).
• Candidates must provide and meet all technical requirements prior to the first day of training.
• Hybrid candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed.

Come and join our award-winning team!

GTE Financial is an Equal Opportunity Employer.

Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.