Executive Director of Agency Evolution (Cleveland)

About Keystone Agency Partners

Keystone Agency Partners (KAP) is a rapidly growing insurance brokerage platform that acquires and partners with independent insurance agencies throughout the United States. KAP provides best-in-class services and capital investment that unlocks potential and delivers outsized and profitable growth within its platform agencies. Keystone Agency Partners was founded in 2020 in partnership with Keystone Insurers Group, Inc. and affiliates of Bain Capital, LP. For more information please visit : www.keystoneagencypartners.com .

Executive Director of Agency Evolution

Position Summary :

The Executive Director of Agency Evolution is a strategic leadership role focused on accelerating growth across a network of agency partners through peer collaboration, sales enablement, and operational consulting. This individual will lead high-impact mastermind-style groups, oversee producer training programs, and facilitate strategic planning engagements. The ideal candidate is a seasoned business consultant with deep experience in agency operations, sales development, and financial performance analysis.

Key Responsibilities :

CEO Peer Exchange Groups (IMPACT Groups) 50% of Role

• Facilitate and lead mastermind-style groups of agencies, meeting twice annually for full-day sessions.
• Guide agencies through structured discussions on business performance, staffing, financials, and strategic challenges.
• Manage logistics and growth of the program, expanding from 4-5 groups to 6+ network partner groups and 2-4 platform partner groups.
• Ensure each agency receives focused hot seat time to present and receive peer feedback.

Producer Training Program (Top Speed) 30% of Role

Strategic Planning Engagements 20% of Role

Qualifications :

Physical Requirements

Office Location : 425 Literary Road, Cleveland, OH 44113 (Hybrid Work Options)

Salary Transparency Statement : In accordance with state and local pay transparency laws, we will provide the applicable salary range upon request to candidates who reside in jurisdictions where such disclosure is required.

Benefits :

No Solicitation Notification to Agencies : Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.