[Hiring] Director of Field Operations @NavSav Holdings LLC

Role Description

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.

• 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

Qualifications

• 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