Position Overview

Our client is seeking a highly organized and detail-oriented Office Manager / Agency Operations professional to support the day-to-day operations of their growing insurance agency. This individual will play a key role in ensuring the office runs efficiently, managing internal processes, and supporting leadership with reporting, administrative functions, and operational oversight. The client is open to someone working hybrid in Phoenix, AZ or someone fully remote.

The ideal candidate has hands-on experience with AMS360, strong reporting capabilities, and the ability to manage multiple priorities in a fast-paced, team-oriented environment.

Key Responsibilities

• Oversee daily office operations to ensure efficiency and organization across the agency
• Utilize AMS360 to manage data, maintain accurate records, and generate reports
• Run and analyze production, revenue, and operational reports for leadership
• Assist with basic payroll processing, time tracking, and coordination with external payroll providers
• Maintain office systems, workflows, and administrative processes
• Provide administrative support to agency leadership and producers as needed

Qualifications

• 2+ years of experience in agency operations, office management, or administrative leadership in an insurance agency environment (required)
• Hands-on experience with AMS360 (required)
• Experience generating and analyzing reports within an agency management system
• Familiarity with basic payroll processes and/or coordination with payroll vendors
• Strong organizational skills and attention to detail
• Ability to multitask and prioritize in a dynamic environment
• Excellent communication and problem-solving skills

Compensation and Benefits

• Salary is negotiable and flexible for the right candidate 
• Full benefits package including health, vision, and dental
• Negotiable PTO
• 401k offering
• Remote work opportunity

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Vice President of Operations

Job Summary

Seeking a seasoned and strategic Vice President of Operations to lead and optimize operational performance within a Third-Party Administration (TPA) organization. This executive role is pivotal in overseeing health benefits administration, operational infrastructure, compliance, client service delivery, and cross-functional performance. The successful candidate will ensure scalable growth, regulatory compliance, and exceptional client outcomes.

Compensation Package

• Base Salary: $130,000 - $160,000 per year
• Type: Permanent, full-time position
• Work Schedule: 5 days per week onsite

Responsibilities

• Provide executive leadership and strategic oversight for all operational functions, including claims administration, eligibility, billing, customer service, and compliance.
• Drive operational excellence through process optimization, performance metrics, automation, and system enhancements.
• Oversee medical claims operations, ensuring accuracy, timeliness, compliance, and cost containment.
• Partner with underwriting, finance, and sales teams to support pricing strategies, risk evaluation, and client profitability.
• Maintain a strong working knowledge of carrier relationships, stop-loss arrangements, and network contracting.
• Ensure compliance with ERISA, HIPAA, ACA, FLSA, and applicable state and federal regulations.
• Lead and mentor department leaders, fostering a high-performance, accountable, and client-focused culture.
• Develop KPIs and reporting dashboards to monitor operational effectiveness and financial performance.
• Identify and implement scalable infrastructure to support organizational growth.
• Serve as an executive liaison with key clients, brokers, carriers, and vendor partners.

Qualifications/Requirements

Required:

• 10+ years of executive leadership experience in Third-Party Administration (TPA) within health benefits.
• Demonstrated experience overseeing health plan operations and claims administration.
• Strong knowledge of self-funded health plans, trust structures, and plan funding models.
• Proven ability to manage multi-department operations and drive measurable performance improvements.
• Experience with regulatory compliance and risk management in employee benefits administration.
• Exceptional leadership, communication, and organizational skills.

Preferred:

• Medical claims adjudication experience.
• Direct experience working for or closely with a medical carrier.
• Underwriting experience, including risk analysis and plan pricing support.
• Experience with benefits administration platforms and claims processing systems.
• Bachelor’s degree required; advanced degree (MBA, MHA, or related field) preferred.

Leadership Competencies

• Strategic thinker with operational depth.
• Data-driven decision maker.
• Expertise in change management.
• Strong financial and business acumen.
• Collaborative cross-functional leadership.
• High integrity and accountability mindset.

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