Insurance Operations Leader | Streamline Workflows & Growth

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

Job summary

First Western Bank is seeking an Insurance Operations Administrator to oversee daily agency operations, working with the President to execute strategic goals and ensure efficiency. The ideal candidate will be organized, process-driven, and capable of leading a fast-paced independent agency environment with a strong emphasis on client service and accountability.

The role requires strong leadership, staff development, CRM proficiency (Applied Epic), and experience in insurance workflows,

Qualifications

• P&C License
• 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 - Applied Epic
• Strong problem-solving and decision-making abilities
• Understanding of insurance workflows, carrier relations, and productions 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 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.

Skills

Leadership

Organizational skills

Communication

Multi-tasking

Problem solving

Understanding of workflows

Tools

Applied Epic

Job description

First Western Bank is seeking an Insurance Operations Administrator to oversee daily agency operations, working with the President to execute strategic goals and ensure efficiency. The ideal candidate will be organized, process-driven, and capable of leading a fast-paced independent agency environment with a strong emphasis on client service and accountability.

The role requires strong leadership, staff development, CRM proficiency (Applied Epic), and experience in insurance workflows,