Principal Operating Agent

Job Description

Job Description

We are seeking a motivated and strategic insurance professional to run their own Farmers insurance agency by leading the growth, operations, and client service functions of a dynamic insurance agency. This role is responsible for overseeing agency performance, developing business opportunities, managing a high-performing team, and ensuring exceptional client relationships across personal and commercial insurance lines.

The ideal candidate combines leadership, sales expertise, operational management, and community engagement to drive long-term agency success.

Responsibilities

Key Responsibilities

• Lead day-to-day agency operations, including sales, service, retention, and compliance
• Develop and execute growth strategies to expand the agency’s client base and market presence
• Recruit, mentor, and manage licensed insurance professionals and support staff
• Build strong relationships with clients, referral partners, carriers, and community organizations
• Monitor agency performance metrics, profitability, and production goals
• Ensure adherence to carrier guidelines, underwriting standards, and state insurance regulations
• Oversee marketing initiatives, networking activities, and business development efforts
• Create a positive, customer-focused culture centered on professionalism and service excellence
• Analyze market trends and identify opportunities for new products and services
• Handle escalated client concerns and provide solutions-oriented leadership

Requirements

Qualifications

• Active California Property and Casualty license
• Demonstrated business leadership experience
• Five or more years of experience in insurance brokerage or insurance agency management
• Experience in developing sales growth strategies and market expansion
• Bachelor’s degree in Business, Finance, or a related field
• Proven ability to drive revenue growth and client retention
• Experience with CRM systems, agency management platforms, and performance reporting
• Self-motivated with strong organizational and strategic planning abilities
• Life Health insurance licenses preferred

Preferred Attributes

• Strong community involvement and relationship-building skills
• Ability to lead in a fast-paced, performance-driven environment
• Strategic thinker with a hands-on leadership style
• Passion for client advocacy and team success

Benefits
Paid Time Off (PTO)###Work-Life Balance###Hands on Training###Career Growth Opportunities###Annual Base Salary + Commission + Bonus Opportunities###Flexible Schedule###Health Insurance###Disability Insurance###Life Insurance###Vision Insurance###Dental Insurance###Parental Leave###Retirement Plan###Mon-Fri Schedule###