Field Performance Specialist (Midwest Region of the U.S.)
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Field Performance Specialist (Midwest Region of the U.S.) based in United States.
This is a field-focused operational role designed for a performance-driven professional who thrives on improving productivity, engagement, and execution across distributed teams. You will be responsible for supporting and elevating General Agents and field personnel across the Midwest region, ensuring alignment with key business metrics and operational standards. The role combines on-the-ground engagement with strategic performance management, requiring regular field visits and direct interaction with agency leadership. You will act as a key liaison between regional leadership and field teams, helping translate strategy into measurable execution. This position offers high visibility and direct impact on agency performance and growth outcomes. It is well-suited for someone who combines strong insurance industry knowledge with leadership, coaching, and operational discipline.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Field Performance Specialist (Midwest Region of the U.S.) based in United States.
This is a field-focused operational role designed for a performance-driven professional who thrives on improving productivity, engagement, and execution across distributed teams. You will be responsible for supporting and elevating General Agents and field personnel across the Midwest region, ensuring alignment with key business metrics and operational standards. The role combines on-the-ground engagement with strategic performance management, requiring regular field visits and direct interaction with agency leadership. You will act as a key liaison between regional leadership and field teams, helping translate strategy into measurable execution. This position offers high visibility and direct impact on agency performance and growth outcomes. It is well-suited for someone who combines strong insurance industry knowledge with leadership, coaching, and operational discipline.
Accountabilities
- Oversee performance and operational activities across assigned field agencies to ensure achievement of key business metrics including production, manpower, applications, and internal reporting standards.
- Provide ongoing coaching, guidance, and motivation to General Agents, Assistant General Agents, field staff, and administrative teams.
- Conduct regular in-person field visits across the Midwest region to evaluate operations, support teams, and reinforce performance expectations.
- Partner with regional leadership to implement field strategies, address operational gaps, and resolve performance-related challenges.
- Monitor agency performance trends and provide actionable recommendations to improve efficiency and outcomes.
- Support complaint resolution and operational issue management, ensuring timely and professional handling of field concerns.
- Strengthen communication between field teams and leadership to ensure alignment with organizational goals.
- Contribute to continuous improvement initiatives aimed at enhancing field effectiveness and service quality.
- Bachelor’s degree in business, management, or related field preferred.
- 8+ years of experience in life insurance operations, agency management, or field performance roles.
- Strong understanding of insurance industry practices, operations, and performance drivers.
- Proven leadership and team management experience in a field or multi-location environment.
- Excellent communication and interpersonal skills with the ability to influence and motivate diverse teams.
- Strong organizational, planning, and time management skills with the ability to manage multiple priorities.
- Experience handling escalations, complaints, and operational issue resolution.
- Willingness and ability to travel extensively within the Midwest U.S. region.
- Insurance certifications such as FIC, FLMI, or CLU are considered a strong advantage.
- Competitive compensation package aligned with experience.
- Paid time off including vacation, sick leave, and 13 paid holidays annually.
- Comprehensive health coverage including medical, dental, vision, disability, and life insurance.
- 401(k) retirement plan with employer matching and additional retirement benefits.
- Tuition reimbursement and support for professional certifications.
- Paid parental leave and employee wellness programs.
- Health club membership reimbursement and Employee Assistance Program (EAP).
- Strong focus on professional development and long-term career growth opportunities.
Requirements
Benefits