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