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Agency Manager - Insurance
Agency Manager - InsuranceHumareso • Fort Myers, FL, US
Agency Manager - Insurance

Agency Manager - Insurance

Humareso • Fort Myers, FL, US
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Job Description

Job Description

We are seeking an experienced Agency Manager with a Florida 220 Property & Casualty License to lead our insurance operations in Ft. Myers. The ideal candidate will be fluent in Mandarin and English , with proven expertise in both personal and commercial lines. This role requires a strategic leader who can oversee agency performance, manage staff, ensure regulatory compliance, and drive profitability through retention and EBITDA monitoring.

Key Responsibilities

  • Leadership & Operations

o Oversee daily agency operations, ensuring efficiency and compliance with state and carrier regulations.

o Develop, coach, and monitor employees to ensure productivity, accuracy, and client satisfaction.

o Implement best practices for retention tracking, profitability, and operational performance.

  • Financial & Strategic Oversight
  • o Track agency retention and EBITDA to meet or exceed company targets.

    o Provide reporting and analysis to ownership on revenue, expenses, and profitability.

    o Assist in setting and achieving growth goals for both personal and commercial lines.

  • Client & Policy Management
  • o Service and manage a book of business across personal and commercial P&C lines.

    o Advise clients on coverage options, risk management, and policy changes.

    o Ensure accurate handling of renewals, endorsements, cancellations, and claims follow-up.

    Typical Property & Casualty Agent Duties (as part of the role)

  • Quote, bind, and issue new policies for auto, home, and commercial insurance.
  • Review client accounts to identify coverage gaps and cross-sell opportunities.
  • Handle renewals, endorsements, audits, and rewrites.
  • Provide policy explanations, claims guidance, and ongoing client service.
  • Maintain accurate records in the Agency Management System (AMS).
  • Qualifications

  • Active Florida 220 P&C License required.
  • 2+ years of experience in insurance agency operations, including both personal and commercial lines.
  • Prior management experience, with strong knowledge of agency financials, retention, and EBITDA tracking.
  • Fluency in Mandarin and English (verbal and written) required.
  • Strong leadership, communication, and organizational skills.
  • Proficiency in agency management systems (EZLynx, Applied, TAM, or similar).
  • Preferred

  • Experience scaling operations or managing multi-location agencies.
  • Strong analytical and reporting skills for financial and retention metrics.
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    Agency Manager • Fort Myers, FL, US

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