Job Description

Chief Operating Officer

 

About the Role:
A Dallas based insurance agency in the construction space is seeking a highly skilled Chief Operating Officer to join their growing team. Partnering with the President, the Chief Operating Officer will have overarching responsibility for all day-to-day operations. Ideal candidate has experience running the office for a small to mid-sized insurance agency handling bookkeeping/accounting, HR, IT, etc.  Must have insurance experience, preferably with an agency, wholesaler, or mga.

 

Key Responsibilities:

● Office Management- assist with running the office. 

● Handle bookkeeping/accounting.

● Has a working knowledge of the agency management software (TAM and Applied Epic).

● Improve daily organization and workflows to ensure maximum operational efficiency.

● Ensures regulatory compliance of the agency.

● Monitor production and monthly goals for all producers. Team of 6-7. 

● Oversees, implements, and refines agency budget and company operations to ensure company targets for revenue and profitability are met.

● Maintains and builds trusted relationships with key customers, partners, vendors, management, and stakeholders.

● Supports the President in all aspects of the business and operations.

 

Skills:

● 5 + years of COO experience from an insurance agency preferred.

● Property & Casualty agency management system preferably Applied Epic.

● Someone with an accounting background is a must.

● Bachelor’s Degree in accounting preferred

● Strong insurance knowledge.

● Someone computer and tech savvy is a must.

● Creative problem-solving skills along with exceptional time management and attention to detail.

 

Compensation Package:

● Compensation: Between $125k-$175k (based on experience) + bonus opportunities.

● Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

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