Job title: Operations Manager/Team Lead
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Manager Operations
Location: 5 Revere drive, Suite 370, Northbrook, IL, 60062, United States of America
Job published: 04/07/2025
Job ID: 133350

Job Description

About the Role:
I am working with an insurance agency north of Chicago that is seeking a highly skilled Operations Manager/Team Lead to join their team. The Operations Manager/Team Lead 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, experience running a book of business, and managing account managers.

 

Key Responsibilities:

  • Office Management- assist with running the office. 
  • Run a book of business
  • Handle HR
  • 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.
  • Act as Team Lead and monitor production and monthly goals for 8-10 account managers. 
  • Fosters and maintains relationships with carriers and brokers.
  • Responsible for client retention activities and engagement strategies.
  • Oversees company operations along with Partners to ensure company targets for revenue and profitability are met.
  • Oversees education and can provide coaching, training, and development programs to increase staff capability and agency expertise.
  • Maintains and builds trusted relationships with key customers, partners, vendors, management, and stakeholders.
  • Supports the Partners in all aspects of the business and operations.

Skills:

  • 5 + years of Operations Manager experience from an insurance agency preferred.
  • Property & Casualty agency management system preferably Applied TAM. They will be migrating to Applied Epic.
  • 3+ years of experience handling Personal and Commercial Insurance Accounts/running a book of business 
  • Must hold an active state P&C License.
  • Bachelor’s Degree preferred
  • Strong insurance knowledge.
  • Creative problem-solving skills along with exceptional time management and attention to detail. 


Compensation Package:

  • Compensation: Between $120k-$150k (based on experience) + bonus opportunities.
  • Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

#LI-ET1