Head of Office
On-site (Hybrid Available)
Boca Raton, FL, USA
Join our established, leading insurance network client is seeking an experienced Head of Office!
What You’ll Do:
Lead, coach, and motivate Property & Casualty (P&C) sales teams across multiple offices to achieve production and retention goals.
Develop and implement sales strategies, scripts, and performance standards; monitor KPIs, track sales activity, and provide ongoing performance feedback.
Support producers with quoting, cross-selling, retention strategies, and referral source development.
Identify new business opportunities and help drive community-based marketing initiatives.
Oversee daily operations across all agency locations to ensure consistency, efficiency, and compliance.
Work with management team to manage staffing needs, workflow, and resource allocation between offices.
Ensure policies and procedures support office goals, including efficiency, headcount management, and performance execution.
Maintain office standards, including cleanliness, organization, and professional presentation.
Ensure adherence to company policies, underwriting guidelines, and regulatory requirements specific to Florida P&C insurance.
Work with relatively new management team to ensure they are developing the skills necessary for future success.
Recruit, onboard, and train new team members.
Foster a positive, high-performance culture focused on accountability and customer service excellence.
Conduct regular team meetings, training sessions, and performance reviews.
Oversee customer service processes to ensure timely, accurate, and empathetic support; resolve escalated customer issues and maintain strong client relationships.
Support retention efforts through proactive communication, renewal reviews, and coverage recommendations.
Manage office budgets, expenses, and vendor relationships.
Ensure compliance with Florida insurance regulations and agency licensing requirements.
Maintain accurate records, reports, and documentation across all locations.
What We’re Looking For:
3+ years of experience in Property & Casualty insurance; active Florida 2‑20 license required.
Prior experience in sales leadership, office management, or multi‑location oversight.
Strong understanding of Florida P&C markets, carriers, and underwriting guidelines.
Proven ability to coach teams, drive sales performance, and manage operations.
Excellent communication, organizational, and problem‑solving skills.
Proficiency with agency management systems and quoting platforms.
A hands‑on leader who thrives in a fast‑paced, sales‑focused environment; ability to balance people leadership with operational discipline.
A proactive problem‑solver who can navigate the complexities of Florida’s insurance landscape.
A motivator who inspires teams to exceed goals and deliver exceptional customer experiences.
