Senior Vice President, Platform Leader, Northwest

Trucordia

$150K — $200K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years' experience in senior or executive leadership within insurance brokerage.
  • Proven track record of strategic financial, sales, and operational execution.
  • Experience in building and developing high-performance teams.
  • Bachelor's degree in Business Administration, Finance, Insurance, or related field; MBA preferred.

Responsibilities

  • Manage P&L for the assigned platform in collaboration with Central Operations.
  • Cultivate a strong growth and sales culture to meet growth objectives.
  • Design and implement sales KPIs, and adjust strategies based on performance.
  • Recruit and develop effective Producers, ensuring Salesforce best practices are followed.
  • Collaborate across departments to drive strategic initiatives and operational excellence.
  • Oversee personnel management including training, performance evaluation, and compensation.
  • Implement operations best practices to mitigate E&O claims.

Benefits

  • Medical, Dental, Vision coverage.
  • Life Insurance and AD&D.
  • Flexible Spending Account (FSA) / Health Savings Account (HSA).
  • Critical Illness and Accident Insurance options.
  • Hospital Indemnity insurance.
  • Employee Assistance Program (EAP).
  • Pet Insurance available.
  • 11 Paid Holidays each year.
  • Flexible Paid Time Off (PTO).
  • 401K retirement plan.
Full Job Description
Job Description

The Senior Vice President (SVP) is responsible for maintaining the overall health of the assigned platform. This includes managing the financial performance, employee culture and operations within the platform. The SVP will coordinate amongst Platform players, representatives from Central Operations, carriers, and vendor partners to achieve company-set targets, objectives and growth. The SVP will report to the Trucordia Chief Operating Officer.

Key Responsibilities:
  • Work with Central Operations to set and manage the P&L for the Platform.
  • Ensure growth objectives are met consistently by creating and maintaining a strong growth and sales culture.
  • Design and implement sales KPI's and monitor for progress and possible course-correction.
  • Work to recruit effective Producers within the Platform. Ensure best-practices and adoption of Salesforce capabilities.
  • Collaborate with Central Operations including the Executive team, Accounting, Finance, IT, Marketing, Carrier Relations, and other departments to execute strategic initiatives.
  • Manage the People within the Platform through hiring efforts and recruiting, overseeing training and development, managing performance, maximizing productivity, and owning the compensation parameters.
  • Provide input on the design of Trucordia best practices and SOP's, and implement them within the Platform.
  • Work with the Carrier Relations and Operations team to create, implement and monitor broking and carrier management strategies. Continuously examine the market for additional Carrier opportunities. Monitor efforts to maximize contingencies.Collaborate with Marketing on employee and client communications. Identify and participate in any local marketing events, association meetings, industry meetings, charity events, etc. Migrate each individual office within the Platform to Trucordia branding fully.
  • Implement best practice operations to minimize and prevent E&O claims.
  • Create and implement strategic initiatives to acquire target and desirable firms in order to expand Trucordia and Platform footprint.
  • Adhere to financial, accounting and commission reconciliation schedules into Central Finance function.


Qualifications
  • 10+ years' experience in senior or executive leadership with an insurance brokerage environment.
  • Demonstrated ability to create and execute strategic financial, sales and operational initiatives.
  • Significant background in creating, building and developing goal-achieving teams.
  • Bachelor's degree in Business Administration, Entrepreneurship, Finance, Insurance or similar area of study. MBA or Advanced Degree preferred.


Additional Information

Please see our company Benefits:
  • Medical, Dental, Vision
  • Life Insurance and AD&D
  • FSA / HSA
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Supplemental Health Insurance
  • EAP
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible PTO
  • 401K

Trucordia Insurance Services, LLC and its affiliates (collectively, the "Company") is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

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