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.