Main Purpose
Partnering with the CEO and executive team, the Chief Operating Officer will have overarching responsibility for all day-to-day operations.
Minimum Qualifications and Requirements
- 7+ years' experience in insurance management with high levels of sales, operational and financial knowledge.
- 5 years' experience as a department head, team leader or senior level position within an agency.
- Superior negotiation and presentation skills with strong entrepreneurial spirit.
- BCom in finance or related field.
- Continuing Professional Development (CPD) points up to date.
- Strong insurance knowledge for commercial lines & personal lines.
- Excellent oral and written communication skills.
- Creative problem-solving skills along with exceptional time management and attention to detail.
- Afrikaans speaking.
Tasks
- Contribute to, develop, and implement agency marketing plan as well as vision for the agency.
- Possess a good working knowledge of procedures, processes for all disciplines.
- Improve daily organization and workflows to ensure maximum operational efficiency.
- Ensure regulatory compliance of the agency.
- Monitor production and monthly goals.
- Foster and maintain relationships with carriers and brokers.
- Responsible for client retention activities and engagement strategies.
- Collect and analyze data for implications regarding budget, project and/or program initiatives.
- Oversee, implement, and refine agency budget, proforma financials, and company operations to ensure company targets for revenue and profitability are met.
- Oversee employee skills development and provide coaching, training and development programs to increase staff capability and agency expertise.
- Maintain and build trusted relationships with key customers, partners, vendors, management, and stakeholders.
- Support the CEO and executive team in all aspects of the business and operations.