What are the responsibilities and job description for the Insurance Agency Operations Manager position at CG Financial?
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.
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