Chief Operating Officer

Job Description

Chief Operating Officer for a leading Insurance Brokerage (Fully Remote)

About the Role:
We are seeking a highly skilled Chief Operating Officer to join a leading retail insurance brokerage. Partnering with the President, the Chief Operating Officer will have overarching responsibility for all day-to-day operations. Must come from a brokerage $10 Million+ in revenue and already have COO experience. 

Key Responsibilities:

● Contributes to, develops, and implements marketing plan as well as vision for the agency.

● Possesses a good working knowledge of procedures, processes for all disciplines.

● 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.

● Fosters and maintains relationships with carriers and brokers.

● Responsible for client retention activities and engagement strategies.

● Collects and analyzes data for implications regarding budget, project and/or program initiatives.

● Oversees, implements, and refines agency budget, proforma financials, and company operations 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, management, and stakeholders.

● Supports the President in all aspects of the business and operations.

Skills:

● 5 + years of COO experience from an insurance brokerage.

● Property & Casualty agency management system preferably Applied Epic.

● Superior negotiation and presentation skills with strong entrepreneurial spirit.

● Bachelor’s Degree 

● Strong insurance knowledge.

● Excellent oral and written communication skills.

● Creative problem-solving skills along with exceptional time management and attention to detail.

Compensation: Commensurate with experience. Target salary range up to $250K

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