Insurance Operations Lead — Drive Efficiency & Growth

First Western; Rogers (AR); On-site; USD 65,000 - 95,000; Full time

Job summary

First Western in Arkansas seeks an Insurance Operations Administrator to oversee daily agency operations, drive efficiency, and support the President in executing strategic goals. You will lead internal staff, manage workflows and systems like Applied Epic, ensure compliance, and foster exceptional client service in a fast-paced, independent agency environment.

Candidates should be licensed in P&C, have strong leadership, organizational skills, and a track record of optimizing operations and

Qualifications

• P&C license is required or in process.
• Experience in insurance agency operations or management preferred.
• Strong leadership and people-management能力.
• Excellent organizational and communication skills.
• Ability to manage multiple priorities and deadlines.
• Familiarity with agency management systems and CRM platforms like Applied Epic.
• Strong problem-solving and decision-making abilities.
• Understanding of insurance workflows, carrier relations, and production reporting.

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 relations 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 growth initiatives and operational strategy.
• Help establish agency goals, KPIs, and accountability systems.
• Provide operational reports and recommendations for leadership.
• Support implementation of new technology, automation, and agency management systems.
• Participate in budgeting, forecasting, and operational placing initiatives.

Skills

Leadership

Organizational skills

Communication skills

Problem-solving

Decision-making

Multitasking

Education

P&C license

Tools

Applied Epic

Job description

First Western in Arkansas seeks an Insurance Operations Administrator to oversee daily agency operations, drive efficiency, and support the President in executing strategic goals. You will lead internal staff, manage workflows and systems like Applied Epic, ensure compliance, and foster exceptional client service in a fast-paced, independent agency environment.

Candidates should be licensed in P&C, have strong leadership, organizational skills, and a track record of optimizing operations and