Your Role:
In this role, you will be responsible for managing a team of professionals and our portfolio of personal and commercial insurance accounts to maintain strong business relationships and ensure client satisfaction. You will play a vital role in managing and growing our agency. If you have excellent operations management skills with a diverse insurance background and are committed to providing clients with the best value and coverage, this is the role for you.
Key Responsibilities:
- Operational Strategy and Leadership:
- Develop and implement operational strategies aligned with company goals and industry standards.
- Lead cross-departmental coordination to enhance service delivery and improve workflows.
- Collaborate with executive leadership to identify and execute on operational improvements.
- Process Improvement and Automation:
- Identify bottlenecks in operational processes and propose innovative solutions.
- Work closely with the technology team to adopt and optimize insurance software for policy management, claims, and distribution.
- Oversee automation of repetitive tasks to improve accuracy and efficiency.
- Team Leadership and Development:
- Manage and mentor operational staff to ensure alignment with the company's goals and client service standards.
- Develop performance metrics and provide regular feedback to team members.
- Compliance and Risk Management:
- Ensure compliance with regulatory requirements in the insurance industry.
- Conduct audits and monitor internal processes to mitigate risks.
- Client and Vendor Relationships:
- Oversee vendor management for insurance carriers, wholesalers, and tech providers.
- Work closely with client-facing teams to ensure operational excellence in servicing clients.
- Reporting and Analytics:
- Analyze operational data to measure efficiency, identify trends, and support strategic decision-making.
- Prepare regular reports for executive leadership on operational performance.
- Directly manage Account Management staff within the organization, including communicating expectations, monitoring individual employee performance, coaching and counseling, and taking appropriate corrective actions as needed.
- Achieve agency sales and retention goals by engaging staff and monitoring progress towards achieving goals
- Serve as primary front-line Human Resource manager for staff, ensuring all HR processes, policies, and procedures are followed and administrative requirements met.
- Monitor staff performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions as needed.
- Manage staff days off calendars to ensure service continuity.
- Ensure appropriate staffing levels necessary to meet all operational and service goals, and recommend adjustments as needed.
- Participate in new employee selection process, including interviewing and making hiring recommendations.
- Prepare and deliver staff performance evaluations accurately and within required timeframes.
- Proactively recognize positive and negative staff performance trends and provide frequent coaching, consultation, encouragement, and praise.
- Provide initial/new hire and ongoing staff training.
- Encourage ongoing growth and professional development of all operations personnel within branch.
- Develop the next generation of branch operations leadership, including identifying and preparing succession candidates for Operations Supervisor roles.
- Actively promote IOA culture at all times, including initiation of and participation in staff level team building and other activities to continuously improve employee engagement.
- Quickly identify gaps and shortfalls in staff performance and proactively develop, communicate, and implement corrective actions to take.
- Continuously monitors and interprets staff performance data and reports (KPIs), and takes appropriate actions based on conclusions.
- Maintain frequent and transparent communication regarding staff performance and activities with branch operations leadership team.
- Develop, implement, improve, and ensure staff compliance with core work processes, including identifying and adopting best practices.
- Lead implementation and enforcement all company work rules, standards, and policies and procedures among staff.
- Maintain high degree of technical competence and industry/market expertise.
- Ensure management/leadership skills are continuously improved by actively participating in internal/external professional development opportunities.
- Develop and maintain positive, productive relationships with IOA leadership, peers, co-workers, and employees.
- Perform other duties as assigned.
Job Type: Full-time
Pay: $100,000.00 - $160,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
Education:
Experience:
- Insurance managment: 5 years (Required)
License/Certification:
- Do you hold insurance license or certifications? (Preferred)
Ability to Commute:
- Houston, TX 77008 (Required)
Ability to Relocate:
- Houston, TX 77008: Relocate before starting work (Required)
Work Location: In person
