Job Description
Agency Operations Manager
Position Overview
The Agency Operations Manager is responsible for overseeing the day-to-day operations of the insurance agency, ensuring processes run smoothly and efficiently. This role serves as the bridge between leadership, staff, and carriers—driving operational excellence, compliance, and team performance while supporting growth initiatives.
Key Responsibilities
Operations & Process Management
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Oversee daily workflow and ensure service standards are met across all departments (personal lines, commercial lines, producers, CSRs).
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Implement and maintain agency procedures, policies, and compliance protocols.
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Manage relationships with carriers, vendors, and technology partners.
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Monitor and optimize use of agency management system (AMS360).
Leadership & Team Development
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Supervise and support account managers, CSRs, and administrative staff.
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Conduct regular performance reviews, set goals, and provide coaching.
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Support recruiting, onboarding, and training of new staff.
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Foster a positive, collaborative agency culture aligned with company values.
Financial & Business Support
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Monitor revenue, expenses, and profitability metrics.
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Support the Principal with budget planning and growth strategies.
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Analyze reports on retention, new business, and cross-sell opportunities.
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Assist with audits and ensure accurate documentation for compliance.
Client & Carrier Relations
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Handle escalated client service issues, ensuring timely resolution.
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Strengthen carrier relationships and maintain compliance with carrier guidelines.
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Partner with producers and account staff to improve client retention and service delivery.
Qualifications
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Bachelor’s degree in Business, Management, or related field preferred (or equivalent work experience).
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5+ years of insurance agency experience (Property & Casualty required; Life/Health a plus).
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Strong knowledge of personal and commercial lines operations.
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Proven leadership experience with ability to manage and mentor a team.
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Proficiency in agency management systems (Epic, AMS360, HawkSoft, etc.).
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Strong organizational, problem-solving, and communication skills.
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Current P&C license required.
Compensation & Benefits
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Competitive salary
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Performance-based bonus opportunities
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Health, dental, and vision insurance
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401(k) with employer match
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Paid time off and holidays
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Professional development and continuing education support
Why Join Us?
This is a key leadership role within a growing agency, offering the opportunity to shape operations, mentor a team, and directly impact the success and efficiency of the business. If you’re a strategic thinker with a passion for insurance and team leadership, we’d love to hear from you.
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