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Senior Account Executive & Team Lead

Newman Group Search

Our client, a Property & Casualty insurance agency in Southwest Florida, is looking for someone to take full ownership of how the agency runs day to day. With ownership currently split between driving new business and managing internal operations, this seat is designed to hand over complete operational control so both owners can focus on growth. This is a true leadership seat with real decision-making power — the right person will run the function independently rather than simply carrying out instructions Responsibiliti esTake charge of the agency's operational side, spanning every team and function g service sta ffOwn the agency's core software platform, keeping data accurate and reporting reliab leHandle the agency's financial operations, including everyday bookkeeping and accounti ngBuild budgets and financial forecas tsDevelop and roll out new processes and workflows across service and operatio nsKeep renewal and retention figures accurate and current within the syst emServe as the point person for smooth internal operations, freeing ownership to focus on sales and grow #J-18808-Ljbffr Newman Group Search

Vacancy posted 1 day ago
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