using this case study, what competencies will future leaders need at Lucero Insurance Agency: Remy Lucero, president of Lucero Insurance Agency, couldn$$t be more satisfied. The company that Remy$$s father, Edgar, started $30$ years ago is prospering and poised for future growth. Over the past $5$ years, Lucero Insurance has successfully purchased two regional insurance agencies whose owners were ready for retirement. The acquisitions went smoothly, and the firms merged under Remy$$s capable leadership. The company now has $13$ branch offices, in five different cities, in the greater Portland metropolitan area. The headquarters office$$the site of the original Lucero Insurance Agency$$is located in the bustling downtown district of Portland, Oregon.

At $56$ years old, Remy Lucero has earned a reputation for being a savvy businessperson and a successful entrepreneur. Remy hopes to acquire at least one other small agency in the next year$$a move that will expand the company by two additional branch offices in the Willamette Valley of Oregon and in neighboring Vancouver, Washington. However, managing the company is beginning to consume more and more of Remy$$s time and energy$$time Remy would like to spend with their family. Remy realizes the need to identify additional potential candidates within the company who can be trained to play a larger role in both day$-$to$-$day and strategic decisions.

Remy knows that selecting individuals to fill future leadership positions will be extremely critical to the long$-$term success of the company. Remy wants to ensure that the individuals who are identified for growth opportunities have the knowledge, skills, and abilities to move into new middle management and senior leadership positions as these positions are created. Remy also wants to ensure that the new leaders will possess and exemplify the $$Client First$$ philosophy that characterizes the company. Frankly, concerns have arisen that some current managers$$especially those from the agencies purchased by Lucero Insurance$$may not fully share the company$$s values and may only give $$lip service$$ to the company$$s customer$-$oriented values and practices. However, with $13$ branch offices, Remy isn$$t as familiar with each manager$$s potential as they would like to be$.$