Insurance Operations Leader

First Western Bank; Fort Smith (AR); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Full benefits package

Competitive base salary

Job summary

First Western Bank is seeking an Insurance Operations Administrator to oversee the daily operations of the agency, drive efficiency, and support strategic goals with direct collaboration with the President. The ideal candidate is organized, process-oriented, and skilled at leading a fast-paced independent agency environment while delivering exceptional client service.

Responsibilities include supervising staff, auditing workflows, managing HR tasks, monitoring production and carrier relations,

Qualifications

• P&C license required.
• Experience in insurance agency operations or insurance management preferred.
• 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, notably 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 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.

Skills

P&C License

Leadership

Organizational & Communication skills

Multi-priority management

Tools

Applied Epic

Job description

First Western Bank is seeking an Insurance Operations Administrator to oversee the daily operations of the agency, drive efficiency, and support strategic goals with direct collaboration with the President. The ideal candidate is organized, process-oriented, and skilled at leading a fast-paced independent agency environment while delivering exceptional client service.

Responsibilities include supervising staff, auditing workflows, managing HR tasks, monitoring production and carrier relations,