Overall:
From a macro perspective this Operation Manager role we would need to focus on a person that can provide operational leadership and continuity , act as a resource to leadership and employees, workflow management, staff coordination, compliance, process improvement, while supporting the company’s overall business objectives.
Basic Position summary : Responsible for overseeing the day-to-day operations of the branch , ensuring efficient workflows, high-quality service , and effective coordination within departments and upper management . Someone who can provide operational leadership and support to management and employees while identifying opportunities to improve processes, productivity, and client service.
Key Responsibilities :
- Oversee Daily operations and ensure workflows are efficient and accurate
- Coordinate and manage administrative and operational duties across multiple departments
- Assist in the development, implementation and maintenance of procedures and internal processes to improve efficiency and consistency
- Assist in monitoring workloads, deadlines, and departmental priorities and reallocate resources when necessary
- Provide guidance and support to department managers and employees regarding operational issues and procedures
- Serve as a ket liaison between management and employees to ensure clear communication and execution of company driven initiatives
- Monitor adherence to company policies, procedures, and regulations
- Maintain high level of confidentiality when handling employee, client, financial and company information
- Identify operational issues, evaluate solutions, and exercise sound judgement when matters should be escalated to senior management
- Assist with employee onboarding, training, performance management, and development
- Support Managers and employee related concerns, workflow issues, and implementation of organizational changes
- Assist with technology and system implementation, upgrades, and process changes
- Coordinate projects and organization initiatives, ensuring deadlines and responsibilities are clearly defined and follow through
- Work collaboratively with leadership and employees to maintain a positive , professional, and productive working environment
- Assist Senior management with special projects, and operational initiatives
- Ensure continuity of operations during staffing changes, office transitions, renovations, or other business interruptions
- Maintain strong relationships with employees, clients, carriers, vendors, and other business partners as appropriate
Leadership & Management Expectations:
- Demonstrates professionalism, integrity, discretion, and accountability
- Builds positive and cooperative working relationships across the company
- Provides constructive feedback while maintaining respectful and productive employee relationships
- Uses independent judgement while recognizing when additional guidance or management involvement is appropriate
- Communicates organizational changes and expectations clearly and consistently
- Leads by example and promote a culture of accountability, teamwork, and continuous improvement
Qualifications :
- 5+ years of insurance operations agency management or related insurance experience preferred
- Strong knowledge of agency/ company operations and administrative processes
- Demonstrated leadership and organizational skills
- Strong written and verbal communication abilities
- Excellent problem solving and decision-making skills
- Ability to manage multiple priorities and deadlines
- Strong attention to detail and accuracy
- Proficiency with insurance management systems and Microsoft office or similar business applications
- Ability to handle confidential information with discretion
Compensation: The base salary range for this role is $100,000-$130,000. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.
