Job Description

Job Location Miami, FL 33166

UniVista Insurance is one of the fastest-growing insurance organizations in Florida and Texas, serving hundreds of thousands of customers through a robust network of corporate offices, franchises, and independent agents.

We offer a full suite of personal and commercial insurance products including auto, home, health, life, and commercial supported by technology-enabled operations, strong carrier partnerships, and a customer-first culture.

Our team is entrepreneurial, fast-paced, and focused on delivering accessible, affordable coverage to the diverse communities we serve. Joining UniVista means being part of a high growth company where innovation, collaboration, and performance are at the center of our work.

Key Responsibilities:

Relationship-Building & Influence

• Build trusted advisory relationships with franchise owners that enable constructive feedback, influence, and alignment on operational standards.
• Conduct regular check-ins (phone, video, and on-site) to understand needs, reinforce best practices, and ensure alignment with operational standards.

Proactive Support & Follow-Up

• Maintain structured visit schedules, action plans, and documentation of franchise activities to ensure accountability and compliance.
• Track issues through resolution and escalate appropriately when risks or delays arise.

Field Visits & Audits

• Conduct routine field visits to assess operational standards, customer experience, and brand compliance.
• Provide on-site and remote coaching with actionable recommendations to address gaps and improve performance.

​​​​​Performance Monitoring

• Use dashboards and KPIs to identify performance gaps and partner with franchisees on improvement plans.
• Document progress and risks clearly for leadership visibility.

Cross-Functional Collaboration

• Partner with franchise development and marketing teams to resolve franchise needs and support growth.

Qualifications

Qualifications:

• Bachelor’s degree in business, Management, or related field; Master’s degree or certifications in coaching is a plus.
• 5+ years of experience in franchise management, business coaching, or operations, preferably in the insurance or financial services industry.
• Proven experience in supporting franchisees in improving business performance and achieving growth.
• Strong understanding of franchise operations, business management, and sales strategies.
• Excellent interpersonal, coaching, and communication skills, with the ability to motivate and influence franchisees without authority.
• Ability to analyze operational data and translate insights into clear recommendations for franchise owners.
• High level of professionalism, problem-solving skills, and the ability to manage multiple franchisee relationships.
• Comfortable having direct, constructive conversations when addressing performance gaps.
• Ability to work independently and as part of a collaborative team.
• Ability to travel (locally) to visit franchise locations on a recurring schedule.
• Proficiency in Microsoft Office Suite and CRM tools.
• Bilingual (English/Spanish) required.

What Success Looks Like

• Franchise owners trust you as their primary advisor and reach out proactively for support.
• Action plans are created and closed on schedule, with measurable improvements.
• Franchise locations consistently meet UniVista operational standards.
• Leadership has clear visibility into franchise performance, risks, and needs.
• Franchises report improved operational efficiency, customer service, and retention as a result of your coaching.