Insurance Ops Manager — Growth & Team Leader (On-site)

The Workplace Advisors; City of Rochester (NY); Vor Ort; USD 85.000 - 120.000; Vollzeit

Zusammenfassung

Company Confidential in Rochester, NY is seeking an Insurance Operations Manager to lead day-to-day agency operations, drive HR initiatives, and manage vendor relationships. The role blends operations, HR, and technology management to support growth and high client retention.

You will coach staff, improve processes, and partner with leadership to shape how the agency runs, ensuring effective cross-functional collaboration and seamless service delivery.

Qualifikationen

• Experience in project management, insurance agency operations, or agency management.
• Able to build rapport across a mixed team of tenured and newer staff.
• Comfortable with technology and AI tools.
• Strong communication skills and hard-conversation capability.
• Curious, motivated, and open to new approaches, not stuck in old methods.
• Willing to work on-site.

Aufgaben

• Manage day-to-day agency operations across personal and commercial lines.
• Lead hiring, onboarding, offboarding, and general HR communications.
• Document and enforce standard operating procedures and contribute to an employee handbook.
• Manage vendor and carrier relationships; meet with carriers and organize renewals.
• Oversee agency technology platforms, including management system and phone system; interface with IT provider.
• Lead cross-selling initiatives and project-manage growth programs across the agency.
• Enhance customer experience in support of high client retention (90%+).
• Act as a culture-driving leader; run regular team meetings.
• Coach staff, address performance issues, and hold the team accountable to standards.
• Support servicing of some accounts and assist with prospect calls to free owner for revenue generation.
• Track and report on book-of-business performance and measure agency processes to drive results.

Kenntnisse

Project management

Insurance operations

Agency management

Leadership

Communication

Tools

CRM systems

IT systems management

Jobbeschreibung

Company Confidential in Rochester, NY is seeking an Insurance Operations Manager to lead day-to-day agency operations, drive HR initiatives, and manage vendor relationships. The role blends operations, HR, and technology management to support growth and high client retention.

You will coach staff, improve processes, and partner with leadership to shape how the agency runs, ensuring effective cross-functional collaboration and seamless service delivery.