Senior Vice President, Platform Leader, Northwest

Trucordia Insurance Services, LLC; Seattle (WA); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Life Insurance and AD&D

Flexible PTO

401K

Pet Insurance

Job summary

Trucordia Insurance Services, LLC seeks a Senior Vice President to oversee the overall health of the assigned platform. This includes managing financial performance, employee culture, and operations. The SVP will coordinate with various stakeholders to meet company goals and report to the COO.

The ideal candidate has over 10 years of executive leadership experience in an insurance brokerage, demonstrated ability in strategic initiatives, and a Bachelor's degree in a relevant field. The position offers a hybrid work model.

Qualifications

• 10+ years experience in senior or executive leadership with an insurance brokerage environment.
• Demonstrated ability to create and execute strategic initiatives.
• Significant background in building goal-achieving teams.

Responsibilities

• Manage financial performance and employee culture within the platform.
• Collaborate with Central Operations to achieve growth objectives.
• Recruit and develop effective Producers within the Platform.

Skills

Senior leadership experience

Strategic financial initiatives

Sales and operational initiatives

Team building and development

Education

Bachelor’s degree in Business Administration or related fields

MBA or Advanced Degree

Job description

• Full-time
• Department Name: COO Office
• Office Type: Hybrid

Company Description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

The Senior Vice President (SVP) is responsible for maintaining the overall health of the assigned platform. This includes managing the financial performance, employee culture and operations within the platform. The SVP will coordinate amongst Platform players, representatives from Central Operations, carriers, and vendor partners to achieve company-set targets, objectives and growth. The SVP will report to the Trucordia Chief Operating Officer.

Key Responsibilities:

• Work with Central Operations to set and manage the P&L for the Platform.
• Ensure growth objectives are met consistently by creating and maintaining a strong growth and sales culture.
• Design and implement sales KPI’s and monitor for progress and possible course-correction.
• Work to recruit effective Producers within the Platform. Ensure best-practices and adoption of Salesforce capabilities.
• Collaborate with Central Operations including the Executive team, Accounting, Finance, IT, Marketing, Carrier Relations, and other departments to execute strategic initiatives.
• Manage the People within the Platform through hiring efforts and recruiting, overseeing training and development, managing performance, maximizing productivity, and owning the compensation parameters.
• Provide input on the design of Trucordia best practices and SOP’s, and implement them within the Platform.
• Work with the Carrier Relations and Operations team to create, implement and monitor broking and carrier management strategies. Continuously examine the market for additional Carrier opportunities. Monitor efforts to maximize contingencies.Collaborate with Marketing on employee and client communications. Identify and participate in any local marketing events, association meetings, industry meetings, charity events, etc. Migrate each individual office within the Platform to Trucordia branding fully.
• Implement best practice operations to minimize and prevent E&O claims.
• Create and implement strategic initiatives to acquire target and desirable firms in order to expand Trucordia and Platform footprint.
• Adhere to financial, accounting and commission reconciliation schedules into Central Finance function.

Qualifications

• 10+ years’ experience in senior or executive leadership with an insurance brokerage environment.
• Demonstrated ability to create and execute strategic financial, sales and operational initiatives.
• Significant background in creating, building and developing goal-achieving teams.
• Bachelor’s degree in Business Administration, Entrepreneurship, Finance, Insurance or similar area of study. MBA or Advanced Degree preferred.

Additional Information

Please see our company Benefits:

• Life Insurance and AD&D
• FSA / HSA
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.