Insurance Broker Branch Manager, Operations - Crosby

About Artemis/Texan Insurance

We are dedicated to protecting what matters most to our clients by providing tailored insurance solutions and exceptional service. With decades of industry experience, we specialize in offering personalized coverage for home, auto, life, and commercial needs. Our team takes pride in building lasting relationships through trust, integrity, and a commitment to excellence. We believe in empowering our employees and delivering unmatched value to our customers, ensuring peace of mind every step of the way. As a company rooted in community and innovation, we are not just an insurance provider—we are a partner you can depend on.

Application Requirement

To be considered for this role, please take a moment to complete the Culture Index Assessment by clicking the link below or copying it into your browser. This brief assessment takes no more than 5 minutes to complete and is a critical part of our hiring process.

Link: https://go.cultureindex.com/p/cIZnwkxwzCnuMGiJ

The Culture Index helps us better understand your work style, strengths, and preferences, ensuring a strong alignment between your skills and the position's requirements. It also allows us to create a more inclusive and effective workplace by matching candidates to roles where they can thrive.

Please note: Applications without a complete Culture Index Assessment will not be reviewed or moved forward in the hiring process. We appreciate your attention to this important step and look forward to learning more about you!

About the Role

The Branch Manager is responsible for the overall leadership, growth, and operational excellence of the branch. This role demands a strategic blend of sales leadership, client relationship management, team development, and operational oversight. The successful candidate will drive profitability, enhance our market presence, and ensure the delivery of outstanding service to our clients.

Essential Duties and Responsibilities

Leadership & Team Development (30%)

• Lead, mentor, and develop a team of producers, account managers, and support staff.
• Foster a high-performance, collaborative, and accountable culture.
• Recruit, onboard, and retain top talent for the branch.
• Conduct regular performance reviews, provide coaching, and create individual development plans.

Sales Growth & Business Development (30%)

• Develop and execute the branch’s strategic business plan to achieve growth targets in revenue, profitability, and client retention.
• Personally maintain and grow a select book of key accounts.
• Actively lead new business development initiatives, leveraging personal networks and guiding the producer team.
• Identify and capitalize on market opportunities within the local community and specific industry verticals.

Client Service & Retention (20%)

• Ensure the highest standards of client service are consistently met.
• Oversee the management of complex client relationships and serve as an escalation point for service issues.
• Champion a client-centric culture, ensuring long-term retention and high satisfaction scores.

Operations & Financial Management (20%)

• Work with Corporate Accounting on the branch P&L, including budgeting, forecasting, and expense control.
• Ensure operational efficiency and compliance with company policies, procedures, and carrier agreements.
• Oversee the accuracy and quality of all client-facing documents and internal workflows.
• Maintain strong, strategic relationships with insurance carriers and key vendor partners.

Skills and Attributes

• Proven Sales Leadership & Business Acumen: Demonstrated ability to develop and execute a growth strategy, manage a P&L, and drive profitable revenue through both personal production and team mentorship.
• Talent Developer & Motivational Leader: A natural coach who inspires high performance, recruits top talent, and fosters a collaborative, accountable, and positive team culture.
• Deep Industry & Client Expertise: Strong technical knowledge of commercial insurance products, risk solutions, and carrier markets, coupled with a client-centric mindset focused on retention and service excellence.
• Strategic Relationship Builder: Exceptional ability to cultivate and leverage relationships with key clients, carrier partners, and centers of influence in the local business community.
• Operational & Financial Manager: Hands-on skills in managing branch operations, ensuring efficiency, compliance, and accuracy in all workflows and financial reporting.
• Effective Communicator & Negotiator: Articulate and persuasive communicator, capable of negotiating complex client and carrier agreements and clearly presenting strategies to both team and senior leadership.
• Entrepreneurial & Adaptive Mindset: A proactive, self-starter who thrives in a dynamic environment, identifies new opportunities, and adapts strategies to meet changing market conditions.
• High Integrity & Professionalism: Unquestionable ethical standards, sound judgment, and a reputation that upholds and enhances the brokerage's brand and values.

Education

• Bachelor’s degree in Business, Finance, or a related field (or equivalent experience).

Experience

Required

• Minimum of 7-10 years of experience in the insurance industry, with at least 5 years in a sales leadership or management role within a brokerage.
• Proven track record of successfully growing revenue and managing a profitable book or branch.
• Deep understanding of personal and commercial lines insurance products, risk management, and underwriting.
• Exceptional leadership, interpersonal, and communication skills.
• Strong financial and business acumen.
• Experience with major insurance agency management systems (e.g., Hawksoft, InsuredMine).
• Established network and reputation in the local business community.

Preferred

• Commercial Experience Preferred.

Certificates, License, and or Specialized Requirements

• Active Property & Casualty (P&C) and/or Life & Health (L&H) insurance license as required by state.
• Professional designations such as CPCU, CIC, CISR, or ARM.

What We Offer

We believe in taking care of our team as much as we take care of our clients. When you join us, you’ll enjoy:

• Competitive Compensation: A salary and benefits package that recognizes your skills and contributions.
• Comprehensive Benefits: Health, dental, and vision insurance, as well as additional coverage options to support your well-being.
• Retirement Planning: A 401(k) plan with company contributions up to 4% to help you build a secure future.
• Paid Time Off: Generous PTO and 9 paid holidays so you can recharge and enjoy life outside of work.
• Professional Development: In-house Corporate Trainer to help you grow professionally and create customized training specifically for you, along with opportunities to grow within the company.
• Positive Work Environment: A supportive and collaborative team culture where your ideas and efforts are valued.
• Community Impact: Opportunities to participate in initiatives that give back to our local community by providing 16 hours of additional PTO to volunteer at an organization of your choosing, plus company-sponsored events.

We are committed to helping you thrive—both professionally and personally. Join us, and let’s grow together!