Equity Insurance Group

Market Growth Leader

Player-Coach to Strategic Leader: A 3-Year Growth Journey

Texas Market | Equity Insurance Group

About Equity Insurance Group

Founded on the principle that insurance should be a source of peace of mind rather than a bureaucratic chore, Equity Insurance Group (EIG) has established itself as a transformative force in the property and casualty insurance industry. Our mission is clear: to be the best employer, best insurance broker, and absolute best referral partner in the industry. This tripartite mission creates a unique foundation for leadership excellence and market penetration.

EIG is more than an insurance agency—we are a Listening, Caring Partner and a One-Stop Shop that advocates for our clients. With access to over 80 insurance companies, we combine the personalized touch of a neighborly agency with the resources of a large firm. Our Neighbors Helping Neighbors philosophy reflects our commitment to community, transparency, and client empowerment.

Equity Insurance Group gets its name from its philosophy. Every single licensed individual who comes to work at EIG gets equity in the company. No other insurance agency can say that! We take tremendous pride in our willingness to encourage your growth and share in the company’s success.

The Strategic Opportunity

The Market Growth Leader position represents an exceptional opportunity to build and scale a significant market territory from an established foundation.

You will inherit an existing portfolio of over $7 million in premium and a small team of hybrid retention specialists/producers. Your mission: transform this foundation into a thriving, scalable growth engine across eight primary Texas hubs over a 36-month journey. This is not a traditional management role—it's an entrepreneurial leadership opportunity where you'll serve as player-coach in Year 1, team builder in Year 2, and strategic leader in Year 3.

The 3-Year Growth Journey

This role is designed as a phased evolution from hands-on player-coach to strategic market leader. Success requires both the ability to produce immediate results and the vision to build sustainable infrastructure for long-term growth.

Year 1: Foundation & Optimization (Months 1-12)

Role Emphasis: Player-Coach (70% Player / 30% Coach)

Primary Objectives

• Maximize value from the existing $7M+ book through retention optimization, cross-sell opportunities, and referral generation
• Lead by example as a producing leader, demonstrating $50,000 - $100,000 in monthly written premium while coaching the existing hybrid team
• Develop and optimize the current team of hybrid retention specialists/producers to improve productivity and conversion rates
• Establish local market intelligence: competitive landscape and carrier appetite, across EIG’s Texas hubs
• Leverage our existing “Realtors Guide To Insurance” Realtor CE accredited class to dramatically increase referral partnerships
• Build infrastructure and processes that can support team expansion: lead management systems, training protocols, performance dashboards, and accountability frameworks
• Generate revenue that funds incremental hiring: target $800K-$1.2M in new written premium from combined team efforts. MM – not sure I understand this piece. Is this in addition to the 200-300 ($50k - $100k) mentioned above?

Success Metrics

• Book retention rate: 87%+ on existing $7M portfolio
• Combine new business production: $800K-$1.2M in written premium
• Team productivity improvement: 15-25% increase in policies per hybrid team member
• Infrastructure readiness: Documented strategic market and physical locations strategy, processes, training materials, and hiring plan ready for Year 2 expansion
• Referral Partners: 25 – 50 key referral relationships established in priority Texas markets

Year 2: Team Building & Acceleration (Months 13-24)

Role Emphasis: Builder-Coach (40% Player / 60% Coach)

Primary Objectives

• Execute strategic hiring plan: recruit and onboard 2-4 dedicated producers, building toward the 4-8 producer team model
• Transition from primary producer to player-coach, reducing personal production to $25,000 - $75,000 in monthly premium while ramping new hires
• Build high-performance culture through intensive coaching, daily huddles, pipeline reviews, and skills development programs
• Expand geographic footprint across 3-4 priority Texas hubs, establishing local presence and partnership networks
• Optimize lead generation and conversion: work with marketing to refine local strategies and improve cost-per-policy metrics
• Demonstrate scalable growth model: combined team production of $1.5M-$2.5M in new written premium

Success Metrics

• Team size: 4-6 total producers (including hybrids transitioned to full production)
• New business production: $1.5M-$2.5M in written premium
• New hire ramp time: Achieve 80% of target production within 6 months of hire
• Retention: 90%+ team member retention, 86%+ book retention
• Market penetration: Documented progress toward 1-1.5% market share in priority hubs. MM – this feels very hard to measure – at least for now.

Year 3: Scale & Strategic Leadership (Months 25-36)

Role Emphasis: Strategic Leader (10% Player / 90% Coach)

Primary Objectives

• Complete team build-out to full 6-8 producer model, filling gaps in geographic coverage and market segments
• Transition to primarily strategic role with minimal personal production $0 - $25,000 focused exclusively on high-value relationships and market development
• Establish Texas market as a proven growth engine: consistent achievement of $2.5M-$4.0M in annual new business production
• Develop next layer of leadership: identify and mentor team lead(s) or future manager(s) from within the producer ranks
• Expand market penetration across all eight Texas hubs with self-sustaining operations and local market presence
• Optimize team performance and operational efficiency while maintaining cultural excellence and client advocacy standards

Success Metrics

• Team size: 6-8 fully productive personal lines producers
• New business production: $2.5M-$4.0M in written premium
• Individual producer performance: $600,000 - $1,200,000
• MM – again, feels too hard to measureLeadership development: 1-2 team members identified and developed for future leadership roles
• Operational excellence: Cost-per-policy at or below company targets, 87%+ retention rates maintained

Core Responsibilities Across All PhasesMarket Ownership & Strategic Architecture

• Own the total addressable personal lines market within Texas, treating it as a multi-million dollar enterprise requiring strategic vision and tactical execution
• Continuously refine market penetration strategy based on demographic analysis, competitive intelligence, carrier appetite, and performance data MM – what do you mean by performance data?
• Engineer scalable growth infrastructure that supports phased expansion across eight primary Texas hubs
• Partner with corporate marketing to deploy and optimize local lead-generation strategies, providing critical feedback on quality, messaging, and ROI

Existing Book Optimization & Retention Excellence

• Maximize value from the existing $7M+ portfolio through proactive retention strategies, policy reviews, coverage optimization and cross selling
• Build referral generation programs that turn satisfied clients into advocates for EIG
• Ensure seamless service transitions and client communication during team expansion phases

Human Capital Development & Team Leadership

• Function as Culture Architect, building trust-based, high-performance work environment aligned with EIG values
• Develop existing hybrid retention specialists/producers, transitioning them from $1MM - $2MM books of business to $3MM - $4MM books of business
• Recruit and onboard 2-6 additional producers over 24-36 months, building toward optimal team size
• Provide intensive coaching through call reviews, pipeline management, closing strategies, and a Plain Language approach to educating consumers about insurance
• Foster professional growth through mentorship, upward mobility within the company, and recognition that reinforces EIG's commitment to being the best employer

Production Leadership & Financial Stewardship

• Lead by example with personal production in Year 1, gradually transitioning to strategic-only production by Year 3
• Drive progressive growth: $800K-$1.2M (Year 1) → $1.5M-$2.5M (Year 2) → $2.5M-$4.0M (Year 3) in new written premium across the territory
• Manage margin expansion with agreed upon company targets.
• Ensure quality of sale supports long-term retention and client satisfaction at every growth stage

Relationship Capital & Partnership Development

• Develop and maintain key local referral partnerships with realtors, lenders, mortgage brokers, and community organizations
• Act as primary market relationship owner while delegating tactical execution to producers
• Embody the Neighbors Helping Neighbors philosophy, deepening community ties and market presence
• Build EIG's reputation as the absolute best referral partner in various Texas markets

Required Experience & QualificationsProfessional Experience

• 3-7+ years of personal lines insurance sales experience with demonstrated track record of consistent production excellence
• Proven ability to personally produce $600,000 - $1,200,000 in premium volume while maintaining quality and retention standards
• Prior team lead, player-coach, or mentorship experience strongly preferred
• Experience managing or contributing to multi-million dollar books of business

Critical Success Factors

• Entrepreneurial mindset: comfort with ambiguity, ability to build from foundation, and drive to create sustainable systems
• Player-coach DNA: proven ability to lead by example while developing others
• Scalability mindset: thinks beyond today's production to build infrastructure for tomorrow's growth
• Operational discipline: balances aggressive growth targets with process excellence and quality standards
• Patience and persistence: understands that building a lasting team takes 24-36 months, not 90 days

Technical Competencies

• Deep understanding of carrier appetite, underwriting guidelines, and competitive positioning
• Expertise in Texas-specific insurance regulations, risk profiles, and market dynamics
• Strong sales fundamentals: needs analysis, consultative selling, objection handling, closing techniques
• Proficiency with CRM systems, pipeline management, and data-driven performance optimization

Leadership & Cultural Capabilities

• Proven ability to recruit, onboard, and develop sales talent
• Experience building trust-based work environments that balance accountability with support
• Track record of team member retention and professional development success
• Deep commitment to EIG's values: transparency, client advocacy, community empowerment, and the Neighbors Helping Neighbors philosophy
• Passion for simplifying insurance using Plain Language approach (what is plain language approach?) and empowering clients to make informed decisions

What Success Looks Like: 36-Month Vision

By the end of Year 3, the Market Growth Leader will have transformed the Texas market into a thriving, self-sustaining growth engine:

• A fully built team of 6-8 high-performing producers consistently delivering $3.0M-$9.6M in annual new business
• Optimized existing book: retention rates of 86%+ maintained while growing from $7M to $9M+ in total premium
• Robust infrastructure: proven recruiting, onboarding, training, and performance management systems
• Strategic partnership network: 100+ high-value referral relationships across Texas markets
• Next generation leadership: 1-2 team members identified and developed for future management roles
• Cultural excellence: EIG recognized as the employer and partner of choice in Texas insurance community
• Leader role evolution complete: transitioned from player-coach to strategic market leader focused on vision, partnership development, and team optimization

Why This Opportunity is Unique

• Build, don't just manage: Create a market from an established foundation with $7M+ in existing premium and hybrid team already in place
• Defined growth path: Clear 3-year journey from player-coach to strategic leader with measurable milestones
• Massive market opportunity: Access the $83B Texas insurance market with eight high-growth hub strategy
• Competitive advantages: Leverage access to 80+ insurance companies and EIG's differentiated positioning as client advocate
• True ownership: Operate with entrepreneurial freedom while backed by established company resources and support
• Competitive compensation: Structure aligned with both personal production and team growth performance

The Right Fit for This Journey

This role requires a unique combination of skills and mindset. You must be:

• A proven producer who can lead by example and maintain personal production while building a team
• A natural coach who derives satisfaction from others' success and invests in team member development
• A strategic thinker who builds sustainable infrastructure, not just short-term results
• An operator who balances aggressive growth ambitions with operational discipline and quality standards
• A culture builder aligned with EIG's values of transparency, client advocacy, and community empowerment

If you're ready to transform an established foundation into a multi-million dollar growth engine—while earning from day one and building something lasting—this is your opportunity.

Equity Insurance Group is an Equal Opportunity Employer

Job Summary
We are seeking a dynamic and strategic Market Growth Leader to spearhead our marketing initiatives and drive business expansion. This role requires a highly motivated individual with expertise in digital marketing, content creation, and sales strategies to enhance brand visibility, generate leads, and foster sustainable growth across multiple channels. The ideal candidate will possess a strong understanding of SEO, social media marketing, and B2B marketing to develop innovative campaigns that align with our business objectives.

Responsibilities

• Develop and execute comprehensive multichannel marketing strategies to increase market share and brand awareness.
• Lead SEO efforts to optimize website content, improve search engine rankings, and increase organic traffic.
• Manage social media platforms, including content creation, scheduling, and engagement to build a loyal online community.
• Oversee advertising sales initiatives across digital and print advertising channels, including Google AdWords and Facebook Advertising.
• Utilize marketing automation tools and analytics platforms such as Google Analytics to monitor campaign performance and optimize ROI.
• Create compelling content for various platforms including blogs, email campaigns, and product descriptions using copywriting best practices.
• Coordinate with product management teams to align marketing strategies with product launches and updates.
• Conduct market research to identify new opportunities and stay ahead of industry trends in e-commerce, performance marketing, and digital advertising.
• Manage budgets for marketing campaigns ensuring efficient allocation of resources across channels.
• Use WordPress, HTML, Adobe Creative Suite, and other tools to develop engaging digital assets for campaigns.
• Track key performance indicators (KPIs) related to sales growth, lead generation, website traffic, and engagement metrics.

Requirements

• Proven experience in digital marketing roles with a focus on SEO, social media marketing, content marketing, and multichannel campaigns.
• Strong knowledge of advertising sales strategies across digital platforms such as Google AdWords and Facebook Advertising.
• Proficiency in Adobe Creative Suite (Photoshop, Illustrator), WordPress, HTML coding basics, and marketing automation tools.
• Familiarity with analytics tools like Google Analytics to interpret data and inform decision-making.
• Experience in B2B marketing environments with a focus on product management and sales growth.
• Excellent research skills combined with copywriting expertise for compelling content creation.
• Ability to manage multiple projects simultaneously while maintaining attention to detail within budget constraints.
• Strong understanding of e-commerce strategies, email marketing campaigns, print advertising methods, and performance marketing techniques. This role offers an exciting opportunity for a strategic thinker passionate about driving growth through innovative marketing solutions in a fast-paced environment.

Pay: $100,000.00 - $250,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Application Question(s):

• How many years of sales management do you have?

Experience:

• Personal Lines Insurance Sales: 3 years (Required)

Location:

• Dallas, TX 75201 (Preferred)

Work Location: In person