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Keystone Agency Partners · 4 hours ago

Senior Director of Agency Evolution

Cleveland, OH

Full-time

Hybrid

Mid, Senior Level

7+ years exp

Keystone Agency Partners is a rapidly growing insurance brokerage platform that partners with independent insurance agencies across the United States. The Senior Director of Agency Evolution is responsible for driving growth through collaboration, training, and strategic planning engagements with agency partners.

ConsultingInsurance

Hiring Manager

Dustin Henry

Responsibilities

Facilitate and lead mastermind-style groups of agencies, meeting twice annually for full-day sessions

Guide agencies through structured discussions on business performance, staffing, financials, and strategic challenges

Manage logistics and growth of the program, expanding from 4-5 groups to 6+ network partner groups and 2-4 platform partner groups

Ensure each agency receives focused "hot seat" time to present and receive peer feedback

Oversee design and quality control of a 12-month sales training program for producers

Coordinate with vendors, tech platforms (e.g., CoachAccountable, Smartsheet), and internal staff to ensure program excellence

Support live training events and cohort launches (3-4 per year), including on-site facilitation

Assist with program operations

Conduct on-site strategic planning sessions with platform partners

Analyze agency books of business, staffing structures, payroll, and financials

Develop actionable growth strategies and identify operational bottlenecks and hiring needs

Other duties as assigned

Qualification

Agency operationsSales leadershipGrowth strategyFinancial analysisOrganizational developmentInsurance industry consultingCoaching abilitiesAnalytical skillsStakeholder managementVendor relationshipsDynamic environment adaptabilityFacilitation skillsStrategic thinking