Managing Director

Posted 5 Days Ago
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New Port Richey, FL, USA
In-Office
Senior level
Insurance
The Role
Lead and grow an assigned insurance agency by recruiting, coaching, and managing agents and local staff; set business plans and budgets; drive sales growth, compliance, and profitability; provide training, performance metrics, and day-to-day operational leadership.
Summary Generated by Built In

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

SUMMARY / JOB PURPOSE
This person grows their assigned agency and manage local staff to address the business objectives of the company. The Managing Director coaches and develops agents to meet the insurance needs of policyholders and clients with appropriate and suitable products. The position supports agents to maximize their professional growth and revenue generating opportunities. Functions as the primary liaison between the Home Office and assigned (independent) sales agents. He or she recruit’s and develops agents.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Increases agency’s growth, effectiveness and production by recruiting, selecting, orienting, training, coaching, counseling insurance agents; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing a welcoming climate by offering value added information and opinions; providing training and developmental opportunities.
  • Accomplishes agency objectives by recommending business plans, budgets, and result measurements; allocating resources; reviewing progress and making needed mid-course corrections.
  • Generates new business by identifying and addressing opportunities in the local market.
  • Develops and maintains good and compliant working relationships with clients, insurance carriers, regulatory agencies, assigned agents and co-workers.
  • Increases profitability of proprietary product lines by encouraging agents to consider these products when they meet the needs of clients.
  • Ensures trust and credibility with clients by maintaining detailed knowledge of current market conditions, compliant business practices and full understand of available product solutions.
  • Builds company image by collaborating with customers, community organizations, and others; enforcing ethical business practices.
  • Directs and coordinates agency’s financial and budget activities to manage operations and maximize growth and efficiency.
  • Reviews growth results, recruiting, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing program improvement and cost reduction.
  • Meets required growth and sales objectives.
  • Spend considerable time with new agents to ensure successful completion of fast start initiatives (30 sales in the agent’s first 90 days)
  • Provide and review detailed metric reports to assigned agents; ensure they are coached to achieve activity requirements, sales levels, cross-selling opportunities, compliance standards and minimum production/retention requirements.
  • Without guidance, determine agency’s needs, create training schedules, identify areas of improvement, and execute on increasing new premium from Agents’ production.
  • All other related duties.

QUALIFICATIONS:

  • Five plus years’ experience in the insurance industry, preferably in marketing, sales and suitability capacity
  • Medicare, life and annuity product experience
  • Ability to work well within a team
  • Excellent time-management skills, ability to work within deadlines
  • Agency sales experience is a must

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.


Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [email protected].


Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.


Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.


Skills Required

  • Five plus years' experience in the insurance industry
  • Marketing, sales and suitability experience
  • Medicare, life and annuity product experience
  • Agency sales experience
  • Ability to work well within a team
  • Excellent time-management skills and ability to work within deadlines

AmeriLife Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AmeriLife and has not been reviewed or approved by AmeriLife.

  • Strong & Reliable Incentives Incentive structures offer uncapped commission and performance bonuses that can scale earnings for high producers. Compensation can be attractive for roles that consistently generate sales.
  • Healthcare Strength Corporate roles include major medical, dental, and vision coverage, with recent additions such as expanded mental‑health sessions. Coverage is positioned as competitive and is viewed positively in several instances.
  • Leave & Time Off Breadth Time‑off programs include generous PTO, paid maternity benefits, and dedicated volunteer time off. Wellness resources are highlighted alongside leave options for eligible roles.

AmeriLife Insights

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The Company
HQ: Clearwater, FL
1,001 Employees
Year Founded: 1971

What We Do

Based in Clearwater, Fla., AmeriLife is a national leader in developing, marketing and distributing annuity, life and health insurance solutions to protect the health and retirement needs of consumers. For nearly 50 years, AmeriLife has partnered with the nation’s leading insurance carriers to provide value and quality to customers served through a national distribution network of over 150,000 insurance agents and advisors, nearly 30 marketing organizations, and 50 insurance agency locations.

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