District Manager, Life Insurance at Keeper

Harlingen, Texas, United States

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Life InsuranceIndustries

Requirements

2+ years of multi-agency management or equivalent experience
Fully licensed in Life, Health, Property and Casualty required
Successful demonstration of 2 or more years of personnel management experience including hiring, training, employee development and managing through disciplinary action
Successful leadership of 2 or more direct management reports
Requires travel as the business necessitates
Builds Effective Teams - Building strong-identity teams that apply their diverse skills and perspectives to achieve common goals
Manages Ambiguity – Operating effectively, even when things are not certain or the way forward is not clear
Decision Quality - Making good and timely decisions that keep the organization moving forward
Resourcefulness – Securing and deploying resources effectively and efficiently
Collaborates - Building partnerships and working collaboratively with others to meet shared objectives
Ensures Accountability – Holding self and others accountable to meet commitments
Financial Acumen – Interpreting and applying understanding of key financial indicators to make better business decisions

Responsibilities

Achieves expected/budgeted financial and product targets through appropriate planning and execution
Recruits, supervises, and develops sales managers and agents/agencies
Formulates and/or implements sales strategies based on agency needs and performance
Creates, maintains, and develops a talent pipeline for sales managers, based on leadership potential and performance metrics
Ensures proper recruitment and selection of agents to retain a highly qualified and productive agent workforce in the region
Implements and shares best practices throughout the sales process to optimize revenue and growth and agency/account wallet share
Ensures that direct and indirect reports are accountable to company policies and procedures

Skills

Key technologies and capabilities for this role

multi-agency managementsales managementrevenue generationagent recruitmentsales strategyleadership developmentLife insurance licenseHealth insurance licenseProperty and Casualty license

Questions & Answers

Common questions about this position

What licenses are required for the District Manager position?

Candidates must be fully licensed in Life, Health, Property and Casualty.

What experience is needed for this role?

The position requires 2+ years of multi-agency management or equivalent experience, plus 2 or more years of personnel management experience including hiring, training, development, and disciplinary action, and successful leadership of 2 or more direct management reports.

Is this a remote position, or is there a specific location?

The position is based in Harlingen, Texas.

Does the role require travel?

Yes, the position requires travel as the business necessitates.

What key competencies are expected for successful District Managers?

Key competencies include building effective teams, managing ambiguity, decision quality, resourcefulness, collaboration, ensuring accountability, and financial acumen.

Keeper

Digital platform for bookkeeping efficiency

About Keeper

Keeper.app provides a digital platform designed to assist bookkeeping and accounting firms in improving their operational efficiency. The main feature of the platform is a client portal that facilitates better communication between firms and their clients, along with comprehensive reporting packages that help streamline the month-end closing processes. By offering a subscription-based service, Keeper.app generates revenue through monthly or annual fees paid by its clients. What sets Keeper.app apart from its competitors is its strong emphasis on enhancing quality control and process efficiencies, as well as its commitment to exceptional customer service. The company's goal is to onboard more bookkeeping firms to its platform, thereby increasing productivity and simplifying their workflows.

Austin, TexasHeadquarters

2020Year Founded

$126.5KTotal Funding

SEEDCompany Stage

Enterprise Software, FintechIndustries

11-50Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Company Equity

Risks

AI-driven competitors threaten Keeper's market share in bookkeeping solutions.

Rapid tech advancements require Keeper to continuously innovate to stay competitive.

Data privacy concerns could impact Keeper's reputation and client trust.

Differentiation

Keeper offers a unique client portal for streamlined communication and reporting.

The platform focuses on improving quality control and process efficiencies for bookkeepers.

Keeper is praised for its exceptional customer service in the fintech sector.

Upsides

Integration with AI tools enhances Keeper's financial data insights and reporting.

Remote work trends boost demand for Keeper's digital collaboration solutions.

Cloud adoption in accounting offers expansion opportunities for Keeper's services.

Land your dream remote job 3x faster with AI

Try Jobo Free