CFO/COO

About the Role:
A Dallas based insurance agency in the construction space is seeking a highly skilled CFO/COO to join their growing team. Partnering with the President, the CFO/COO 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. Hybrid in office 3 days per week. 

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, CFO, Operations, or Accounting experience from an insurance agency preferred.

● Property & Casualty agency management system preferably Applied TAM. Moving to Epic early 2027.

● 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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ABOUT

Job Summary
We are seeking a highly skilled and motivated Commercial Insurance Department Manager to join our team. The successful candidate will oversee and manage the commercial insurance department, ensuring the efficient and effective operation of the team. This role requires a hands-on approach to leadership and a strong understanding of commercial insurance products and industry regulations.

Responsibilities
- Lead and manage a team of commercial insurance professionals, providing guidance, support, and training as needed
- Develop and implement departmental strategies and goals to drive business growth and client satisfaction
- Oversee a team of account managers in the Workers' Compensation renewal department
- Foster strong relationships with clients, brokers, and insurance carriers to promote business development and retention
- Stay up-to-date with industry trends, market conditions, and regulatory changes to inform decision-making and strategy development
- Collaborate with other department managers and senior leadership to ensure seamless integration and alignment of business objectives
- Monitor department performance and KPIs, identifying and addressing areas for improvement and development

Qualifications/Requirements
- Bachelor's degree in business, insurance, or related field; advanced degree or professional certifications are a plus
- An active P&C (Property & Casualty) license is required
- Proven experience in commercial insurance, including underwriting, pricing, and risk management
- Strong leadership and management skills with the ability to motivate and develop a high-performing team
- Excellent communication and interpersonal abilities, with the capacity to build and maintain relationships with clients and stakeholders
- In-depth knowledge of commercial insurance products, regulations, and market dynamics
- Previous Workers' Compensation experience is required
- Proficiency in industry-specific software and tools
- Preferred Agency Management System experience: AMS360
- Strategic thinking and problem-solving skills, with the capacity to drive innovation and change within the department

Compensation Package
- Excellent opportunities for professional growth and advancement.
- Competitive compensation: Between $150K-$200K (based on experience).
- Paid time off and company holidays.
- Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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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