Director, Insurance Agency

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Wrapbook

πŸ“Remote - Worldwide

Job highlights

Summary

Join Wrapbook as the Director, Insurance Agency, a remote position based in the USA or Canada, where you will strategically scale our growing insurance agency. You will develop and execute short and long-term growth strategies, manage and optimize the existing production insurance team, and set a vision for the future of insurance at Wrapbook. This role involves owning financial results, collaborating with cross-functional teams, building a high-performing team, and defining key performance indicators. You will also focus on optimizing operations, developing cross-sell programs, and championing the insurance strategy. Wrapbook offers a competitive salary, comprehensive benefits, and a dynamic work environment.

Requirements

  • 2-3 years of direct management experience
  • A P&C License
  • Experience building a technology-forward agency or insurance product
  • Experience building carrier relationships
  • Excellent project management skills including goal setting, working cross-functionally and driving execution
  • Experience working with Product Managers and Engineers at a tech startup
  • Executive presence including influencing, driving consensus and presentation skills
  • Sense of ownership and comfort with ambiguityβ€”we are building something new which is an opportunity to contribute but also means we don't have all the answers yet!

Responsibilities

  • Develop a strategy and associated business case for investment for delivering significant production insurance revenue
  • Consult and partner with cross-functional teams across Product, Engineering, Legal, Marketing and sales to get buy-in and support for the strategy
  • Once approved, execute on the strategy by partnering externally and internally. You will act as the Driver to ensure the strategy is executed
  • Partner with finance to define the TAM and a prioritized segments based on current functionality and future capabilities. Launch a commission plan that drives the intended behavior to achieve sales targets
  • Build a team that is a trusted authority in Production Insurance
  • Define and track key metrics for the Insurance business and align them to business goals while contributing to the broader set of metrics governing the entire business
  • Own the delivering on the P&L expectations for Production Insurance
  • Optimize the current production insurance team by driving operational improvements including driving funnel efficiency, improving close rates, removing blockers and coaching team members
  • Develop a robust cross-sell program to existing payroll customers to significantly improve existing and prospective payroll customer cross-sell
  • Champion our Insurance strategy internally and externally

Benefits

  • Unlimited Paid Time Off
  • Work from anywhere in Canada and USA
  • Health and Dental benefits
  • Up to $1500 towards IT set up for your home
  • Up to 2% matching RRSP / 401K
  • Learning and Development opportunities
  • Up to $50 USD/ $66.50 CAD towards Internet/Cell phone service

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