Job Description

Finance & Operations Manager

Job Summary

A rapidly growing insurance agency is seeking an experienced Finance & Operations Manager to join their team. This position will play a critical role in enhancing efficiency across all departments, ensuring smooth financial and operational processes that drive the business forward.

Responsibilities

• Oversee and manage financial budgets and expenditures, including the tracking of agency commissions.
• Implement operational strategies and provide leadership with recommendations based on the latest industry and market trends.
• Support the development, review, and monitoring of operational plans to ensure goals are met.
• Collaborate with cross-functional teams to support new initiatives and system enhancements.
• Coordinate the management and flow of legal documents.
• Streamline and optimize processes from quoting, binding, servicing, and scaling operations.
• Continuously improve workflows and introduce innovations for operational efficiency.
• Lead and manage the policy processing team, ensuring smooth day-to-day operations.
• Make strategic decisions that impact key areas, including sales operations, marketing, financial management, partnerships, and new business ventures.

Qualifications and Requirements

• 10+ years of experience in the insurance industry preferred.
• 5+ years of management experience, specifically in insurance agency operations.
• Proven experience in financial management and auditing.
• Comprehensive understanding of insurance lines, including group benefits and property & casualty.
• Strong leadership, communication, and interpersonal skills.
• Highly proficient with technology and various operational systems.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $70k-$100k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Hybrid/remote work schedule available.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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