Chief Operating Officer / Integrator [HT-1051010]

VisionSpark•Murray, UT

2d•Onsite

About The Position

CUI Agency is seeking a Chief Operating Officer / Integrator who is a proactive, thoughtful leader focused on building trust, developing leaders, and driving growth. This role is for someone energized by fast growth, big goals, and helping a team move from simply getting the work done to thinking bigger about what is possible. The ideal candidate is a hands-on, process-minded individual who is curious, open to change, direct, diplomatic, accountable, and team-oriented. This leader will join CUI Agency during an exciting new chapter, helping to grow the company, develop its leaders, and execute on its vision. CUI Agency is a family-owned insurance and risk management firm with a clear vision to become the premier insurance agency while cultivating personal growth and developing a forward-thinking culture. The company is on its way to becoming a Top 50 insurance broker in the country, with the ambition to become the top agency in the country. CUI values long-term relationships with clients and has been helping businesses and families navigate their coverage needs with cost-effective strategies and dedicated risk management support for over 50 years.

Requirements

5+ years of senior leadership experience running a fast-growing company, division, or similar operating entity with growth such as $5M - $20M, 20% YoY growth, or similar
Experience managing a P&L and using financial data to guide business decisions and maintain profitability
Cross-functional leadership across the business, such as sales, finance, HR, and client service delivery
Experience leading and developing managers and senior leaders to deliver measurable business outcomes
Experience scaling a business by building the people, processes, and technology needed to support growth and protect client relationships

Nice To Haves

Experience leading and growing a business beyond $30M in annual revenue
Experience in a relationship-driven financial services organization, such as insurance, employee benefits, or wealth management
Experience with EOS® or a similar operating system
COO / EOS® Integrator experience
Insurance industry experience, including property and casualty, employee benefits, or both

Responsibilities

Build a trusted Visionary / Integrator partnership that turns the vision into company-wide priorities, decisions, and results
Create a leadership team that is aligned, cohesive, accountable, and rowing in the same direction
Move CUI toward working on the business, not only in it, with leaders taking ownership of broader company outcomes
Develop leaders who bring greater judgment, accountability, and responsibility to the business
Establish the right people in the right seats, with the organizational structure and leadership capacity needed for continued growth
Create an EOS® operating rhythm that keeps priorities clear, goals visible, and commitments moving through L10s and consistent follow-through
Build the people, processes, technology, and playbooks required to support a larger, more complex, and more profitable company
Make systems and technology decisions that improve effectiveness now and serve CUI well for years to come
Maintain clear visibility into financial performance, profitability, and the business decisions shaping growth
Strengthen coordination across sales, service, finance, HR, and other functions as CUI continues to grow
Preserve CUI’s culture and core values while making the organization more consistent, accountable, and capable
Advance CUI’s organic, internal, external, and acquisition growth goals
Complete important cross-functional priorities, including benefits integration, systems improvements, and other company-wide initiatives