Operations Administrator

Dagley Insurance & Financial Services • Katy, TX

3d • $40,000 - $44,000

About The Position

Dagley Insurance Agency is seeking a highly organized Operations Administrator for its Katy office, with a possible hybrid schedule. Working closely with the VP of Operations, the position provides comprehensive operational support and manages the agency’s KeyHub system. The goal is to maintain operational efficiency, troubleshoot administrative roadblocks, and enable executive leadership to focus on growing the business.

The role also supports transactional HR administration, insurance licensing and compliance across 47 states, and logistics for monthly leadership meetings. Applicants must consent to a background check, including criminal record, employment, and education verification.

Requirements

• At least 3 years of experience in operations, office administration, or an executive support role.
• Tech-savvy and comfortable navigating KeyHub, AMS360, iSolved, eNavigator, MFA tools, and carrier portals.
• Exceptional attention to detail, particularly regarding compliance deadlines and multi-state fee schedules.
• Proactive problem-solving ability and capacity to independently troubleshoot administrative roadblocks.
• Trustworthiness and ability to handle sensitive login credentials and employee information with the highest level of confidentiality.
• Willingness to consent to a background check, including criminal record, employment, and education verification.

Nice To Haves

• Prior insurance agency experience; not mandatory for candidates with a strong operational background.

Responsibilities

• Serve as the primary administrator for the KeyHub password management system.
• Execute employee onboarding and offboarding for carrier logins, update passwords in AMS/Credential Manager, and resolve routine access issues.
• Support the VP of Operations with daily tasks and assist in documenting standard operating procedures.
• Manage active insurance licenses and ensure compliance across 47 states, including annual reports and multi-state fees.
• Manage logistics for monthly leadership meetings.
• Execute transactional HR tasks, including new hires, terminations, and data changes, using platforms such as iSolved.
• Manage benefits enrollment communications and tracking.
• Troubleshoot administrative roadblocks and maintain operational efficiency.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Health Savings Account
• Paid time off
• Direct mentorship from executive leadership
• Clear pathways for professional development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed