Director of Field Operations
About the job
The Director, Field Operations is responsible for driving operational consistency, performance, and execution across all field locations and HUBs. This leader serves as the bridge between executive strategy and field execution, ensuring that sales, service, and operational processes are aligned to deliver revenue growth, exceptional client experience, and scalable performance.
This role oversees field leadership, standardizes workflows, improves productivity, and ensures accountability across a distributed workforce.
Primary Responsibilities
Lead and oversee day-to-day operations across all branch locations, HUBs, and field teams
Translate company strategy into clear, executable field initiatives
Establish and enforce performance standards across producers, service teams, and local leadership
Monitor and drive key metrics including: Revenue growth, New business production, Retention and client service KPIs
Conduct regular field visits to assess execution, identify gaps, and drive accountability
Develop and implement standardized operating procedures across all locations
Identify inefficiencies in workflows (sales, service, onboarding, renewals) and drive improvement initiatives
Partner with Operations, IT, and HR to streamline systems, reporting, and tools
Ensure consistent utilization of CRM, AMS, and reporting platforms
Attend prospect and client meetings with producers and resource teams
Lead and execute effective sales sessions on a weekly basis for both new and established producers.
Create positive synergy within the local office practice to encourage two-way cross-selling with the P&C and Personal Lines team
Assist in developing sales and marketing strategies along with communications to optimize NavSav position in the marketplace.
Positively and proactively represent NavSav in meetings, seminars, trade shows, and networking events.
Develop positive carrier relationships
Drive utilization and keep current all prospecting and relationship-building opportunities within the company’s Salesforce CRM
Key Performance Metrics
Revenue growth and organic sales performance
Producer productivity and ramp timelines
Retention rates
Operational efficiency (service turnaround times, workload balance)
Employee engagement and turnover within field teams
Required Skills
7–10+ years of experience in insurance brokerage, field operations, or sales leadership
Proven experience leading multi-location or regional teams
Strong understanding of:
Property & Casualty insurance (preferred)
Producer-driven business models
Demonstrated ability to drive: Operational consistency, Performance improvement, Change management
Strong analytical, leadership, and communication skills
An executive presence with polished and well developed written and oral communication skills
Undergraduate degree
Apply To This Job
The Director, Field Operations is responsible for driving operational consistency, performance, and execution across all field locations and HUBs. This leader serves as the bridge between executive strategy and field execution, ensuring that sales, service, and operational processes are aligned to deliver revenue growth, exceptional client experience, and scalable performance.
This role oversees field leadership, standardizes workflows, improves productivity, and ensures accountability across a distributed workforce.
Primary Responsibilities
Lead and oversee day-to-day operations across all branch locations, HUBs, and field teams
Translate company strategy into clear, executable field initiatives
Establish and enforce performance standards across producers, service teams, and local leadership
Monitor and drive key metrics including: Revenue growth, New business production, Retention and client service KPIs
Conduct regular field visits to assess execution, identify gaps, and drive accountability
Develop and implement standardized operating procedures across all locations
Identify inefficiencies in workflows (sales, service, onboarding, renewals) and drive improvement initiatives
Partner with Operations, IT, and HR to streamline systems, reporting, and tools
Ensure consistent utilization of CRM, AMS, and reporting platforms
Attend prospect and client meetings with producers and resource teams
Lead and execute effective sales sessions on a weekly basis for both new and established producers.
Create positive synergy within the local office practice to encourage two-way cross-selling with the P&C and Personal Lines team
Assist in developing sales and marketing strategies along with communications to optimize NavSav position in the marketplace.
Positively and proactively represent NavSav in meetings, seminars, trade shows, and networking events.
Develop positive carrier relationships
Drive utilization and keep current all prospecting and relationship-building opportunities within the company’s Salesforce CRM
Key Performance Metrics
Revenue growth and organic sales performance
Producer productivity and ramp timelines
Retention rates
Operational efficiency (service turnaround times, workload balance)
Employee engagement and turnover within field teams
Required Skills
7–10+ years of experience in insurance brokerage, field operations, or sales leadership
Proven experience leading multi-location or regional teams
Strong understanding of:
Property & Casualty insurance (preferred)
Producer-driven business models
Demonstrated ability to drive: Operational consistency, Performance improvement, Change management
Strong analytical, leadership, and communication skills
An executive presence with polished and well developed written and oral communication skills
Undergraduate degree
Apply To This Job