AVN - P&C Operations Lead – MD

Overview

Alera Group We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!  

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.  

Responsibilities

Operational Initiatives

• Work closely with the Office Leaders to develop synergies and collaboration amongst the locations.
• Partner with other regional leaders to develop and implement strategies for operational efficiencies that support the sub-region and Alera Group around common goals, vision, and values.
• Work in conjunction with Regional Operations Lead to develop a strategy and execution of the sub-regional initiatives.
• Collaborates with other divisions and departments to carry out the sub-region’s goals and objectives.
• Identifies, recommends, and implements new processes, technologies, and systems to improve and streamline sub-regional processes and use of resources and materials. This includes the coordination/collaboration of agency management systems.
• Ensures that sub-regional decisions and project plans such as those for staffing, development, organization, material efficiency, hardware acquisitions, and facilities are in line with the sub-region and Alera Group’s business plan and vision.
• Establishes, communicates, and implements operations-related policies, practices, and standards to ensure effective and consistent support and execution.

People/Culture

• Support the attraction and acquisition of talent within the sub-region and Alera Group offices.
• Actively support development of internal talent through development programs designed to improve efficiencies and knowledge.
• Motivate and lead a high-performance team, providing mentoring and training as a cornerstone of career development.
• Lead and promote office, sub-regional, and Alera Group colleague engagement initiatives that support a culture of collaboration.
• In conjunction with regional leadership and HRBP, manage sub-regional recruiting efforts, interviews, hires, and provides mentorship to management-level staff
• Provides constructive and timely performance evaluations for direct reports and manages sub-regional review process.
• In partnership with regional management and HRBP, manage colleague discipline and termination process in accordance with company policies and practices.
• Identifies learning and development needs and ensures proper training is developed and provided.

Strategy

• Stay current on competitive operational strategies and best practices within the industry.
• Identify emerging industry strategies via networking with external partners, research, and internal partnerships to ensure subject matter expertise and the ability to proactively respond to market changes.
• Collaborate with leadership and HRBP to establish, implement, and communicate the strategic direction of the sub-region’s operations initiatives.
• Engage with executive leadership to develop and meet company goals while supplying guidance on operations projects and systems.

Integration

• Take a leadership role in the integration of new Alera Group offices within the sub-region.
• Provide a clear, consistent regional onboarding that is coordinated with the national onboarding and integration process and the central onboarding team to accelerate new office operational integration.

Compliance

• Ensure all sub-regional operation activities comply with federal, states, and local laws in which the company operates and that the company is maintaining the highest ethical standards in business and personal relationships.

Key Performance Metrics

• Achieving sub-regional revenue and EBITDA targets
• Recruiting, hiring, and development of sub-regional talent
• Execution of operational initiatives

Qualifications

Education

Candidates will be required to have a bachelor’s degree in business or related disciplines such as finance, accounting, operations, marketing, or communications. Proficient in MS Office Suite, with strong Excel skills.

Functional Experience

Alera Group is looking for a strong business and operationally oriented professional with experience in insurance or financial services industry with a carrier, broker, or consulting firm.  Successful candidates will have likely progressed through a variety of operations roles.

Industry Experience

Strong knowledge of insurance and financial services regulatory requirements.  Experience in the insurance, financial services, and/or professional services industries is critical.

Position Core Competencies

• Business Acumen: Strong knowledge of performance metrics and drivers, an understanding of regional economic and political factors, and proven ability to drive a business strategy into a national business environment.
• Dealing with Ambiguity: Can shift gears comfortably, make decisions and act on instinct, is comfortable filling a leadership void when required, can delegate, and move on, and can comfortably handle risk and uncertainty.
• Drive for Results: Can be counted on to push and communicate goals, is consistently focusing the team on objectives and performance, is bottom-line oriented, and is service oriented to support the corporate and field leadership. Time management and project management skills to multi-task and achieve results in a fast paced environment.
• Ethics and Values: Has a reputation of unquestioned values and business ethics.
• Team Builder: Identifies, hires, and develops the best talent from inside and outside the company. Is known as a team builder and mentor that attracts diverse talent.
• Organizational Agility and Savvy: Relates well to all levels of an organization, builds strong relationships, uses diplomacy and tact, understands and practices collaboration. Has a comfortable and appropriate sense of self.
• Strategic Agility: Sees ahead clearly, anticipates consequences and trends, has broad knowledge and perspective, is future-oriented, can articulate possibilities and likelihoods, and creates competitive strategies and plans.
• Leadership: Lead an effective and efficient team within budgetary constraints with a “hands-on” approach and “leading from the front” style.
• Communication: Communicate advice and counsel effective in both written and oral forms to all levels of management, colleagues, and external stakeholders.

Other Requirements

Candidates should also possess the following personal attributes:

• A presence that commands respect.
• Ability to act independently.
• Proven track record in driving operational changes throughout a multi-cultural/multi-site organization.
• Excellent listening skills – including the ability to hear the concerns of others.
• It will be essential that this person be perceived as a genuine, thoughtful, and substantive executive with outstanding strategic ability, excellent business skills, and a sense of urgency to match the leadership team.

COMPENSATION

The successful candidate will earn a base salary and an attractive annual performance bonus

Additional Information

This role has expected travel into the Easton, MD and Silver Spring, MD locations with remote flexibility.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. 

Salary range is $125K to 150K per year. 

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. 

If you're a California resident, please read the California Consumer Privacy Act prior to applying. 

#LI-AM1

#LI-Hybrid

Salary : $125,000 - $150,000