Operations Director

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  Operational, Technical and Business Responsibilities
  • Accountable to consult on the direction of the firm, workflow, account assignments and all manner of internal business processes
  • Responsible for managing workflow and creating increased sales and service capacity within the branch
  • Broad oversight and responsibility to ensure the branch is operating in accordance with Gallagher Standards of Excellence (GSE) Professional Standards and prepared to pass compliance audits.
  • Research and implement proven methods to run the operation more efficiently
  • Coordinate Dominant Priority development and deliverables
  • Apply technical knowledge to identify new utilities in the market and advocate for their deployment within the organization
  • Identify opportunities for improvement in technology, process and staff, taking action to enhance results
  • Develop and implement action plans to adapt to changing legislative, market or corporate conditions

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  Relationships and Organizational Leadership:
  • Active member of the Regional team of Branch Operations Leaders
  • Active member of the Branch / Sub-Region leadership and strategic planning team
  • Consult with sub-region offices to promote best practices and operational deficiencies

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  Budget, Finance, and Legal
  • Jointly accountable with the Area President for branch financial results, including reconciling reports, assisting with annual budget, and monitoring branch expenses
  • Responsibilities include oversight of monthly commission tracking and reconciliation of branch revenue
  • Oversee branch supply expenses
  • Monitor branch revenue collection and expenses to maximize branch success
  • Support Area President, Market Leaders, and Producers in financial aspects of pre-contract deal review for client pricing adequacy
  • Forecast, manage, and remediate for expenses paid for clients, Co-broker and any other noteworthy expense items
  • Review client consulting services agreements

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  HR
  • Actively recruit, hire, mentor and train new Operations team members and support hiring and onboarding process for all other areas within the Branch
  • Accountable for eHire requisitions and onboarding of new employees
  • Support the local summer internship program according to Corporate requirements. (Keep?)
  • Coordinate vacation schedules among respective Operations team members
  • Responsible for meeting new hires for introduction to Gallagher and Branch culture and expectations

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  Administrative
  • Act as liaison between the IT Department and the Branch. Responsible for communicating servicing requests, technology software and hardware requests and issues
  • Oversight for facility contracts and maintenance issues
  • Oversight to ensure the coordination of office events, staff events and parties
  • Responsible for operational due diligence in the sub-region for M&A activity
  • Accountable to integrate new merger partners into the sub-region pre- and post-close

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  Training and Development
  • Develop and implement branch training as needed
  • Ensure cross-training efforts are established and current
  • Manage workflow to ensure priority items are resourced and successful.
  • Oversight for planning and organization of weekly / monthly branch meetings
  • Verify staff completes all corporate required training
  • Leads the internal team to focus and allocate resources as priorities require

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  Other
  • Support corporate/divisional and/or branch initiatives
  • Assist, educate and support the development of other staff members
  • Participate in industry related educational and product information seminars and courses
  • Other duties as assigned by Area President and Regional Operations Leader

• Exceptional business acumen (to include understanding general business principles, finance, accounting and marketing strategies)
• Self-motivated and able to work independently
• Ability to lead / manage staff
• Strong time management skills
• Superior presentation skills
• Flexibility to shift priorities as needed to service the needs of the department
• Proficient PC skills
• Minimum of 5-7 years’ experience in employee benefits, insurance, management or related service industry
• College degree required, Master’s or MBA a plus.
• Schedule must be flexible to accommodate workload and client support needs
• Position requires strong multi-level relationship building skills, excellent oral and written communication skills and the ability to work towards team and individual goals

Desired

• Prior employee benefits brokerage experience preferred
• State license for Life/Disability required