Manager - Sandhills Insurance Agency

Job Profile:  

Manager - Sandhills Insurance Agency

Position Overview:

The Manager of Sandhills Insurance Agency plays a pivotal role in the overall success and growth of the insurance office. Reporting directly to the CEO of Sandhills Credit Union, the Manager is entrusted with the responsibility of directing and overseeing all aspects of the insurance agency's operations. The ideal candidate must possess a thorough understanding of SGI licensing requirements and conditions, a CAIB 4 designation, and a minimum of 2 years of insurance industry experience.

Key Responsibilities:

Strategic Leadership:

  • Develop and implement strategies to drive the development and growth of the insurance business.
  • Provide leadership and direction to agency branches, ensuring alignment with organizational goals and objectives.

Operational Management:

  • Direct the day-to-day operations of the insurance agency, overseeing activities to ensure adherence to policies, procedures, and industry standards.
  • Establish and monitor performance targets for agency branches, offering coaching and guidance to facilitate goal achievement.
  • Process insurance claims in accordance with established policies, ensuring fair and expeditious service to clients.

Financial Management:

  • Develop and present annual operating plans and budgets to credit union management.
  • Monitor budgets, taking corrective action as necessary to ensure financial objectives are met.
  • Prepare comprehensive financial and statistical reports for senior management or the Board of Directors, detailing agency performance and growth.

Relationship Management:

  • Foster and enhance relationships with third-party suppliers to the agency.
  • Interview clients and potential clients, providing information about the agency's products and services.




  • Completion of studies in a post-secondary field.
  • CAIB 4 Designation.
  • Minimum of 2 years of relevant insurance industry experience.
  • Advanced knowledge of insurance products, services, and industry regulations.



  • Inspire and motivate agency personnel to achieve performance targets.
  • Demonstrate strong decision-making and problem-solving skills.

Business Development:

  • Identify and pursue opportunities for business growth and expansion.
  • Implement effective strategies to stay competitive in the insurance market.

Adaptability to Change:

  • Embrace and drive change initiatives, adapting to evolving market trends and industry regulations.

Customer Service Centric:

  • Maintain a customer-centric focus, ensuring clients receive exceptional service.
  • Address client needs and concerns promptly and effectively.


  • Excellent communication skills, both written and verbal.
  • Ability to present complex information to senior management and the Board of Directors.

Education and Experience:

  • Completion of post-secondary studies.
  • Minimum CAIB 4 Designation
  • Minimum 2 years of insurance industry experience.

This role requires a dynamic individual who is not only well-versed in insurance operations but also possesses strong leadership skills and a customer-focused mindset. The Manager will contribute significantly to the success and continued growth of Sandhills Insurance Agency within the broader framework of Sandhills Credit Union's strategic objectives.