<p>JOB PROFILE SUMMARY</p> <p>The SB Group Insurance Agency is a dynamic and rapidly growing leader in the individual and small-group health insurance distribution market. We operate with a dual-agency model: a Retail Agency focused on B2B affinity partnerships and advanced consumer enrollment technology, and a Wholesale Agency (FMO/GA) providing best-in-class support, technology, and carrier access to independent agents.</p> <p>This role will be a member of the Executive Leadership Team (ELT) and collaborate closely with the SBG President, SBG ELT and the Head of Platform. The Head of Agency is a critical executive role responsible for the overall vision, strategy, P&L performance, and operational excellence for the insurance agency. Reporting directly to Group leadership, this leader will drive aggressive organic growth, ensure synergistic performance across the two lines of business (LOBs), and successfully position the Agency for market expansion.</p> <p>This role requires a proven manager with deep expertise in insurance distribution, technology enablement, and scaling high-performance sales and operations teams. Specifically, we are looking for someone with direct wholesale agency and/or FMO experience. It is a unique opportunity to lead a growth-focused organization with a proven dual-agency model and proprietary technology. You will have the autonomy to build and lead a market-defining entity at the intersection of individual and employer-sponsored insurance.</p> <p>PRIMARY DUTIES AND RESPONSIBILITIES</p> <p>Executive Leadership & Accountability</p> <ul> <li>P&L Ownership: Assume full ownership of the Agency's P&L, including meeting and exceeding aggressive targets for revenue growth, profitability, and operational efficiency </li><li>Strategic Direction: Refine and execute the comprehensive strategic plan that capitalizes on market opportunities, including the expansion into the Group Broker and ICHRA administration markets </li><li>People Leadership: Recruit, mentor, and manage direct reports including sales executives and account managers, and foster a culture of high accountability, entrepreneurial spirit, and exceptional agent/partner service. This includes establishing operational standards for the team. </li><li>Executive Reporting: Serve as the primary liaison to SB Group leadership, providing clear, data-driven reporting on financial performance, strategic progress, and market positioning. </li></ul> <p>Growth, Sales & Market Expansion</p> <ul> <li>Wholesale Growth: Drive strategy to enhance the value proposition for independent agents including strong carrier contracts, best in class technology (INSX Platform) and a favorable release policy to maximize agent recruitment and retention </li><li>Key Partnerships: Oversee the strategy for acquiring and managing high-value affinity groups (ACA/Individual coverage) and key solution providers (ICHRA admins, PEOs, TPAs) by leveraging the agency's salaried call center and owned tech platform. </li><li>New Market Entry: Lead the strategic planning and execution for penetrating the Group Broker and ICHRA markets, leveraging the unique ability to bridge the employer and individual insurance landscapes. </li><li>Manage, allocate, and track the annual agency budget and business cases, ensuring maximum strategic impact and a demonstrable return on investments. </li></ul> <p>Operational Excellence & Compliance</p> <ul> <li>Process Management & Optimization: Ensure operational efficiency and customer experience across all back-office functions, call center operations, and technology deployments within SB Agency. </li><li>Technology Integration: Champion the utilization of SB Group's INSX tech platform for quick implementation of custom branded sites (Retail) and free access to premium features (Wholesale), driving a competitive technology-enabled service model. </li><li>Risk & Compliance: Maintain a best-in-class compliance environment that protects the organization, its agents, and its partners while enabling rapid growth. </li></ul>