Regional Manager

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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.