Senior Director of Agency Evolution

About Keystone Agency Partners

Keystone Agency Partners (KAP) is a rapidly growing insurance brokerage platform that acquires and partners with independent insurance agencies throughout the United States. KAP provides best-in-class services and capital investment that unlocks potential and delivers outsized and profitable growth within its platform agencies. Keystone Agency Partners was founded in 2020 in partnership with Keystone Insurers Group, Inc. and affiliates of Bain Capital, LP. For more information please visit: www.keystoneagencypartners.com.

Senior Director of Agency Evolution

Position Summary:

The Senior Director of Agency Evolution is a strategic leadership role focused on accelerating growth across a network of agency partners through peer collaboration, sales enablement, and operational consulting. This individual will lead high-impact mastermind-style groups, oversee producer training programs, and facilitate strategic planning engagements. The ideal candidate is a seasoned business consultant with deep experience in agency operations, sales development, and financial performance analysis.

Key Responsibilities:

CEO Peer Exchange Groups (IMPACT Groups) – 50% of Role

• 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.

Producer Training Program (Top Speed) – 30% of Role

• 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.

Strategic Planning Engagements – 20% of Role

• 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.

Qualifications:

• Bachelor’s degree preferred, but not required
• Minimum 7 years in agency operations, sales leadership, or consulting
• Proven track record in growth strategy, financial analysis, and organizational development
• Experience in insurance industry consulting (e.g., Reagan, Excensure, or similar) highly preferred
• Strong facilitation and coaching abilities
• Excellent analytical and strategic thinking skills
• Comfortable managing multiple stakeholders and vendor relationships
• Ability to wear multiple hats and thrive in a dynamic, entrepreneurial environment
• Flexible to travel domestically up to 20% for live engagements and on-site arrangements
• Ability to pass a criminal background check, as permitted by law

Physical Requirements

• Frequently sit, stand and walk
• Regularly required to talk or hear
• Frequently required to use hands or fingers to handle or feel objects, tools or controls
• Occasionally required to climb or balance, stoop, kneel, crouch or crawl
• Occasionally lift and/or move up to 25 pounds
• Vision abilities to include close vision, distance vision, peripheral vision and the ability to adjust focus
• The noise level in the work environment is usually moderate
• Temperature in the workplace is typically moderate, though the ability to withstand seasonal cold and heat of the outdoors is necessary

Office Location: 425 Literary Road, Cleveland, OH 44113 (Hybrid Work Options)

Salary Transparency Statement: In accordance with state and local pay transparency laws, we will provide the applicable salary range upon request to candidates who reside in jurisdictions where such disclosure is required.

Benefits:

• Competitive Compensation Package
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.