Insurance - Operations Administrator

First Western Bank•Rogers, AR

13d•Onsite

About The Position

The Insurance Operations Administrator will be responsible for overseeing the daily operations of the agency to ensure efficiency, accountability, growth, and exceptional client service. This leadership role manages internal staff operations, workflow systems, personnel development, and operational performance while working directly with the President to execute the agency's strategic goals. The ideal candidate is organized, process-orientated, people focused, and capable of leading a fast-paced independent agency environment.

Requirements

P&C License
Strong leadership and personnel management experience
Excellent organizational and communication skills
Ability to manage multiple priorities and deadlines
Experience with agency management systems and CRM platforms - Applied Epic
Strong problem-solving and decision-making abilities
Understanding of insurance workflows, carrier relations, and productions reporting

Nice To Haves

Experience insurance agency operations or insurance management preferred

Responsibilities

Audit workflows, tasks management systems and daily operations to ensure efficiency and consistency.
Monitor employee productivity, task completion, and service standards.
Create, document, and improve internal procedures and agency processes.
Identify operational bottlenecks and implement solutions for improved performance.
Ensure compliance with agency standards, carrier guidelines, and internal procedures.
Manage employee timecards, attendance, PTO requests, and vacation scheduling.
Maintain staffing schedules and ensure adequate operational coverage.
Assist ownership with employee relationship and personnel matters.
Help develop and enforce agency policies and procedures.
Audit Insurance carriers' production numbers.
Monitor agency production goals, retention metrics, and performance benchmarks.
Assist in tracking commissions, incentives, and carrier performance requirements.
Maintain strong working relationships with carrier representatives and agency partners.
Work directly with the President on agency growth initiatives and operational strategy.
Help establish agency goals, KPIs, and accountability systems.
Provide operational reports and recommendations for agency leadership.
Support implementation of new technology, automation, and agency management systems.
Participate in budgeting, forecasting, and operational placing initiatives.