Personal Lines Insurance Agency/Sales Manager
Direct Hire
Direct Hire
Work Location:
Partial Remote - Hybrid
Job ID:
8048
Job Description
Personal Lines Insurance Agency/Sales Manager needed for an Insurance Agency located in Walnut Creek, CA – Hybrid!
What’s in it for you?
To qualify for this role, the qualified candidate MUST meet these requirements:
Job Duties will include, but are not limited to:
The Personal Lines Insurance Sales Manager will oversee the operations, growth, and team of the insurance agency.
This is a general management role responsible for the overall performance of the agency. Unlike a traditional producer role, the Agency Manager will focus on managing the flow of new business, optimizing operations, ensuring compliance, and leading the team to deliver exceptional service.
This position is central to scaling the insurance agency into a leading agency serving high-risk markets.
Will help grow the agency's book!
-Provide overall leadership and management of the agency.
-Oversee personal lines operations, including new business intake, renewals, and client service.
-Develop and implement strategies to grow the agency profitably and sustainably.
-Build, mentor, and manage staff across sales support, operations, and client service.
-Establish and refine workflows, processes, and KPIs to optimize efficiency and service quality.
-Serve as the primary liaison between the agency, internal group leadership, and carrier partners.
-Ensure compliance with insurance regulations and maintain high ethical standards.
-Collaborate with internal technology and product teams to integrate AI-native tools and digital services into agency operations.
-Represent the agency in industry and community settings, helping position the agency as a trusted leader in catastrophe-prone markets.
Additional Requirements:
-Ten+ years of recent experience in insurance, with significant leadership responsibility in an insurance agency or carrier setting.
-Proven track record of managing teams and scaling operations in personal lines insurance.
-Deep knowledge of West Coast homeowners and catastrophe-exposed markets.
-Strong business acumen, with the ability to balance growth, efficiency, and compliance.
-Strong proficiency with digital tools and technology, with the ability to learn and implement new systems quickly.
-Entrepreneurial mindset with experience in early-stage or growth environments preferred.
-Excellent leadership, communication, and organizational skills.
-Ability to collaborate across functions and adapt to a fast-changing environme
What’s in it for you?
- Be part of something meaningful – Join a next-generation agency tackling real-world challenges around climate risk and housing, where your work directly impacts clients and communities.
- Shape the future of the agency – This isn’t a plug-and-play role. You’ll have the opportunity to build, influence strategy, and leave your mark from day one.
- High-growth, sales-driven opportunity – If you thrive on driving revenue, building relationships, and growing a book of business, this role puts you front and center.
- Equity potential – Opportunity to earn equity and share in the long-term success you help create.
- Modern, flexible work environment – Hybrid setup with a forward-thinking team that values innovation and adaptability.
- Career acceleration – Step into a leadership role where your ideas matter and your impact is visible—perfect for someone ready to level up beyond a traditional agency structure.
To qualify for this role, the qualified candidate MUST meet these requirements:
- Must have experience running an insurance agency, with a minimum of five years’ experience (either current or within the past 10 years), and have worked in Personal Lines.
- Must have experience working at a start-up insurance agency and contributing to the agency’s growth with a focus in Personal Lines.
- Must have multi-state experience, including managing a large territory (more than six states), with responsibility for overseeing production growth and outcomes.
- Must have recent back-office and production-goals experience working with a Personal Lines sales team, including assisting with training, growth, and mentorship.
- Must have a strong and recent background in Personal Lines Insurance (minimum of 10 years), including experience across all lines.
- Must demonstrate strong job stability (meaning a minimum of four years in each role).
- Must be able to commute to the office a minimum of one day per week (office located in Walnut Creek).
- Must hold a current Property and Casualty license.
- HOURS: Monday – Friday, 8:00 am – 5:00 pm
- Some overtime will be required at times.
- DURATION: Direct Hire
- WORKPLACE: Hybrid - 1 day in office per week, after training.
- PAY: $170,000 - $250,000 per year, depending on experience.
- Potential for commission if the Manager meets the plan.
- BENEFITS: This client offers a benefits package.
Job Duties will include, but are not limited to:
The Personal Lines Insurance Sales Manager will oversee the operations, growth, and team of the insurance agency.
This is a general management role responsible for the overall performance of the agency. Unlike a traditional producer role, the Agency Manager will focus on managing the flow of new business, optimizing operations, ensuring compliance, and leading the team to deliver exceptional service.
This position is central to scaling the insurance agency into a leading agency serving high-risk markets.
Will help grow the agency's book!
-Provide overall leadership and management of the agency.
-Oversee personal lines operations, including new business intake, renewals, and client service.
-Develop and implement strategies to grow the agency profitably and sustainably.
-Build, mentor, and manage staff across sales support, operations, and client service.
-Establish and refine workflows, processes, and KPIs to optimize efficiency and service quality.
-Serve as the primary liaison between the agency, internal group leadership, and carrier partners.
-Ensure compliance with insurance regulations and maintain high ethical standards.
-Collaborate with internal technology and product teams to integrate AI-native tools and digital services into agency operations.
-Represent the agency in industry and community settings, helping position the agency as a trusted leader in catastrophe-prone markets.
Additional Requirements:
-Ten+ years of recent experience in insurance, with significant leadership responsibility in an insurance agency or carrier setting.
-Proven track record of managing teams and scaling operations in personal lines insurance.
-Deep knowledge of West Coast homeowners and catastrophe-exposed markets.
-Strong business acumen, with the ability to balance growth, efficiency, and compliance.
-Strong proficiency with digital tools and technology, with the ability to learn and implement new systems quickly.
-Entrepreneurial mindset with experience in early-stage or growth environments preferred.
-Excellent leadership, communication, and organizational skills.
-Ability to collaborate across functions and adapt to a fast-changing environme
Meet Your Recruiter
Sharlene Theakston
Director of Recruiting
Sharlene has been with SDI Staffing since 1998. She is most passionate about recruiting, helping candidates find a successful career in insurance, and assisting clients with finding the top talent they are seeking. Currently, Sharlene works as the Director of Recruiting / Sr. Account Manager. She evaluates applicants on their skills, education, work history, personality and salary requirements. She also works with clients to assist them in their search for applicants that have the experience and skills they are seeking for their office. Sharlene is also a mentor and assists the team with training and answering any questions about staffing or office procedures. She is an active member of Professional Women in Insurance, California Staffing Professionals and the American Staffing Association. She is trained in CA Employment and Sexual Harassment Law (FMLA, Meal & Rest Periods, Exempt & Non-Exempt Employees, etc.).
Sharlene was born and raised in San Diego, CA. She enjoys traveling as well as spending time with her husband, their two Labs, family and friends.
About Concord, CA
Ready to embark on a fulfilling career journey in beautiful Concord, California? This vibrant city nestled in the San Francisco Bay Area offers an array of job opportunities with room for growth and success. Explore job listings in this thriving community known for its picturesque landscapes, diverse culinary scene, and bustling arts and entertainment sector. From the renowned Todos Santos Plaza hosting local events to the stunning Markham Nature Park and Arboretum, Concord is a gem worth discovering. Join us today and unlock endless possibilities for your career in this dynamic region!