Insurance Agency Operations Manager/Team Lead

The Jonus Group•Northbrook, IL

2d•$120,000 - $130,000

About The Position

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.

Requirements

5 + years of Operations Manager experience from an insurance agency required.
Property & Casualty agency management system preferably Applied TAM.
Must have experience running a book of business.
Bachelor’s Degree preferred
Strong insurance knowledge.
Creative problem-solving skills along with exceptional time management and attention to detail.

Responsibilities

Office Management- oversee the day-to-day administrative operations of the office, ensuring efficiency and compliance with company policies, and providing support to employees.
Manage an established current book of business
Handle HR responsibilities for the office - Handle various administrative tasks.
Provide general administrative support to employees, including answering phones, responding to emails, and handling correspondence.
Act as the main contact for office-related issues.
Has a working knowledge of the agency management software (Applied 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 6-8 account managers.
Fosters and maintains relationships with current carriers.
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, and management.
Supports the Partners in all aspects of the business and operations.