Insurance Operations Manager

Athyna; San Antonio (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Athyna is seeking an Operations Manager for a P&C insurance agency in San Antonio. You will lead day-to-day operations across the policy lifecycle, oversee the CRM team, and coordinate carrier quotes, endorsements, and renewals.

You bring 5+ years in P&C operations, 2+ years in commercial lines, and supervisory experience. Proficiency with EZlynx and carrier websites, strong organization and communication will set you up for success.

Qualifications

• 5+ years in P&C insurance operations or policy management.
• 2+ years in commercial lines.
• 1+ year in a supervisory or management role.

Responsibilities

• Support the Agency Manager in overseeing daily operations across the full policy lifecycle.
• Coordinate with the CRM Team Lead to assign and monitor daily tasks across the CRM team.
• Oversee quoting with multiple carriers, broker applications, certificates, endorsements, and renewal preparation.
• Order and issue binders, certificates, policies, and endorsements, verifying accuracy before sending to clients.
• Process renewals with producers and agents, following agency procedures.
• Own customer satisfaction and retention across the team's book of business, stepping in early when issues come up.
• Own sales and production targets for yourself and your team.
• Train new hires through knowledge transfer, on-the-job training, and floor support.
• Review recurring reports (tasks, missed calls, renewal pipeline, new business) and drive resolution of flagged issues.
• Monitor adherence to SOPs, including task notation, EZlynx labeling, and folder structure.
• Partner with the Quality Control Lead and Service Delivery Leader to close productivity gaps and improve team knowledge.
• Work with the Closing Procedure Lead to keep policies moving smoothly through to close.
• Hold daily meetings with Team Leads to improve workflow and productivity.
• Report daily, weekly, and monthly deliverables to senior management independently.
• Support the Agency Manager on ad hoc projects, audits, and process improvements.

Skills

P&C insurance operations

Policy management

Team coordination

Documentation & communication

Education

Bachelor's degree in Business, Finance, or related field

Tools

EZlynx

Carrier websites

CRM systems

Job description

Hey there! We're looking for an Operations Manager for a P&C insurance agency focused on property and casualty coverage. If you are a hands-on leader, highly organized, and experienced with EZlynx and carrier websites, keep reading!

Salary in USD

San Antonio, TX – Reporting to US, CST

Full Time, Monday to Friday, 9 AM to 6 PM

About our client

You will be working for our client, a P&C insurance agency that is managing the full policy lifecycle for its clients focused on property and casualty insurance, including commercial lines. They work with multiple carriers and run a structured operation with dedicated CRM, closing, and quality control teams.

About Athyna

Athyna is a Global Talent Platform, helping align world-class talent with the best employment opportunities across the globe.

We believe in the future of work. That's why we are a 100% globally distributed team across 5 continents. We believe in people, and we value freedom, integrity, quality, and sustainability.

We're proudly carbon neutral as an organization. We're very keen on social impact - we truly care about everyone on our team, and we want to make the world a better place for all of us.

In your day-to-day, you will

• Support the Agency Manager in overseeing daily operations across the full policy lifecycle
• Coordinate with the CRM Team Lead to assign and monitor daily tasks across the CRM team
• Oversee quoting with multiple carriers, broker applications, certificates, endorsements, and renewal preparation
• Order and issue binders, certificates, policies, and endorsements, verifying accuracy before sending to clients
• Process renewals with producers and agents, following agency procedures
• Own customer satisfaction and retention across the team's book of business, stepping in early when issues come up
• Own sales and production targets for yourself and your team
• Train new hires through knowledge transfer, on-the-job training, and floor support
• Review recurring reports (tasks, missed calls, renewal pipeline, new business) and drive resolution of flagged issues
• Monitor adherence to SOPs, including task notation, EZlynx labeling, and folder structure
• Partner with the Quality Control Lead and Service Delivery Leader to close productivity gaps and improve team knowledge
• Work with the Closing Procedure Lead to keep policies moving smoothly through to close
• Hold daily meetings with Team Leads to improve workflow and productivity
• Report daily, weekly, and monthly deliverables to senior management independently
• Support the Agency Manager on ad hoc projects, audits, and process improvements

Skills you have

• 5+ years of experience in P&C insurance operations, account or policy management, or team coordination
• 2+ years of experience in commercial lines
• 1+ year in a supervisory or management role
• Direct P&C insurance experience with carriers, quoting, endorsements, and claims processes
• Proficiency with Microsoft Office (Excel, Word, PDFs), carrier websites, and agency management systems like EZlynx
• Strong organization, documentation, and communication skills
• Ability to work independently
• Leadership and team building skills, with the initiative to grow within the company

Skills that will make you stand out

• Bachelor's degree in Business, Finance, or a related field