About the Role

As Insurance Agency Operations Director you are a strategic leader at a national brokerage. They have two similar roles open in different operating groups, the Southwest Region and Orange County, CA. All client service activities, from workflows and deliverables to technology/systems utilization and personnel management, fall under your purview. 

  • You drive product support within both property and casualty and life and health divisions to ensure a high level of client satisfaction
  • You lead and participate in key projects intended to improve efficiency, compliance, and effectiveness
  • You partner with sales leaders and the executive team to build a platform that emphasizes client retention and identification of cross-selling opportunities

Duties & Responsibilities

Departmental Policies & Procedures: Review and revise commercial lines and employee benefits workflows to keep pace with technology advancements, industry or market changes, and/or E&O compliance related issues. Develop & analyze data/metrics of support service efforts.

Personnel Management: Hire, train, and develop account management and client service employees. Ensure a consultative approach to account/client management and retention. Facilitate technology utilization & training.

Workflow Accountability: Create standards ensuring smooth engagement and integration with insurance companies and third-party vendors. Serve alongside the Arizona sales & executive leadership team as a primary point of contact for those partnerships. Assist service teams with access to carrier partners, new vendors, or products that may benefit clients.

Skills & Experience

Minimum 8-10 years of insurance industry career experience with a demonstrated track record of management and leadership experience.

Tagged as: administrative, agency, audits, best practices, broker, casualty, commercial, compliance, director, employee benefits, employee development, HR, human resources, insurance, management, manager, operations, processes, property, regional operations, training, vice president, workflows

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