Agency Manager - Insurance

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.

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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.