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Insurance Agency Operations Manager

Hiring Company Industry: Insurance
Number of Employees: 1,000 - 10,000 Employees
Total Compensation: --
Reports to: Agency Principals
Location: Redlands, CA
Position Filled

The Cutler Group

Operations Manager

Job Description

Job Title:                    Operations Manager
Reports To:                Agency Principals (2)
FLSA Status:              Exempt
Prepared Date:           September 2012         

Summary:  The Operations Manager is responsible for implementing the strategy and managing the operations of the agency. The role will oversee all in house office operations, supervision of employees, track sales team, assist in implementing agency marketing plans, oversee facility and all business operations in accordance with standard business practices.  The Operations Manager works with and supports the two agency principals to define priorities, develops teamwork among members, and helps lead the agency in fulfilling its mission of serving the insurance & risk management needs of ministries.

Essential Duties and Responsibilities include the following:   

Management and Administration:

Provide leadership in developing organizational and financial plans with the agency principals.

Oversee bookkeeping operations.

Supervise & coordinate staff of 20 in-house and 7 remote personnel.

Maintain a working knowledge of significant developments and trends in the insurance industry.

Understand the various cultures of the denominations that we serve. 

Maintain fiscal responsibility for annual budget.

Track monthly sales.

Assist in the development of agency CRM.

Develop staff into a cohesive and collaborative working team.

Demonstrate flexible and efficient time management and ability to prioritize workload. 

Oversee personnel operations with the support of agency’s HR Consultant in order to maintain state federal compliance.

Coordinate agency sponsorship opportunities.

Supervise onsite computer network consultant.

Education and Work Experience:

3 years experience in management.

Higher education preferred.

Insurance agency management experience preferred.

Experience working for a faith based non-profit organization is preferred.

Knowledge and Skills:

General knowledge and demonstrated experience with office management; knowledge of the organizations and operations of insurance agency; ability to present facts and recommendations effectively in oral and written form.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  Strong communication, presentation, and organizational skills are a must.  Established experience with development, sales or sponsorship. Must be able to multi-task in a fast paced environment, and be willing to work evenings/weekends as necessary. 

Language Skills:                                            

Read and interpret general business periodicals, insurance journals, technical procedures, or insurance regulations.  Write reports, business correspondence, and procedure manuals.   Effectively present information and respond to questions from churches, insurance companies, employees and the general

Mathematical Skills:                                                  

Ability to calculate figures and amounts such as annual budget needs, discounts, interest, and commissions.

Reasoning Ability:                                                     

Solve problems with a variety of concrete variables and limited standardization.  Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills:

Microsoft Office Suite, Insurance Agency Management Software, basic computer troubleshooting.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to stand; walk; handle, or feel; reach with hands and arms; climb or balance; stoop, kneel; talk or hear.  The employee is frequently  required to sit. The employee must frequently lift and/or move up to 25 pounds.   

The Cutler Group is an Equal Opportunity Employer

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