Insurance Agency Operations Manager

Description:

CG Financial Services is hiring an Insurance Agency Operations Manager focused on driving operations and growth for the business. This person will successfully lead a team of professionals, develop and execute strategy, and maintain a positive outlook to support our internal culture and core values.

The ideal candidate exhibits the following core values:

• Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge.?
• Innovative Problem Solver:?You propose solutions and have experience in leading a team, setting an example, and driving success through collaboration, effective communication, and follow-through on commitments.?
• Self-Motivated:?You have a driven and proactive personality, results-oriented, and accept challenges.?
• Authentic:?Your personality is true, honest, and built on integrity. You create an atmosphere with no drama or politics.?
• Positively Impact People:?You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning.

Job Responsibilities:

• Must have an exceptional understanding of independent agency operations including cash flow models, carrier relationships, financial value, contracts, commission schedules, etc.
• Identify opportunities for growth and improvement through establishing key quantitative and qualitative metrics, guidelines and standards.
• Review, analyze, and implement business policies and procedures to improve day-to-day operations while gaining buy-in and support from the leadership team and direct reports.
• Lead coordination and integration of efforts among operations, engineering, technology, and customer service divisions to produce smoother workflow and more cost-effective business processes.
• Project a positive image of the organization to employees, customers, industry, and community.
• Performs other related duties as assigned.

Requirements:

Required Qualifications:

• Bachelor’s degree or two (2) years’ related experience
• Two (2) years’ experience in the independent agency field, preferably with leadership experience
• Ability to problem-solve and recommend strategies for improvement and standardization across the team within CG’s scope of operations
• Experience leading a team of professionals including hiring, developing, and retaining top talent
• Proven track record with achieving business targets and performance management
• Proficient in MS Office and CRM software
• P&C and Life Insurance Licenses required
• M&A experience preferred