Demo

Chief Operating Officer

The Jonus Group
Smithtown, NY Full Time
POSTED ON 2/21/2025
AVAILABLE BEFORE 3/20/2025
Job Description

Chief Operating Officer for a leading Insurance Brokerage (Fully Remote)

About The Role

We are seeking a highly skilled Chief Operating Officer to join a leading retail insurance brokerage. Partnering with the President, the Chief Operating Officer will have overarching responsibility for all day-to-day operations. Must come from a brokerage $10 Million in revenue and already have COO experience.

Key Responsibilities

  • Contributes to, develops, and implements marketing plan as well as vision for the agency.
  • Possesses a good working knowledge of procedures, processes for all disciplines.
  • Has a working knowledge of the agency management software (TAM and Applied Epic).
  • Improve daily organization and workflows to ensure maximum operational efficiency.
  • Ensures regulatory compliance of the agency.
  • Monitor production and monthly goals for all producers.
  • Fosters and maintains relationships with carriers and brokers.
  • Responsible for client retention activities and engagement strategies.
  • Collects and analyzes data for implications regarding budget, project and/or program initiatives.
  • Oversees, implements, and refines agency budget, proforma financials, and company operations to ensure company targets for revenue and profitability are met.
  • Oversees education and can provide coaching, training, and development programs to increase staff capability and agency expertise.
  • Maintains and builds trusted relationships with key customers, partners, vendors, management, and stakeholders.
  • Supports the President in all aspects of the business and operations.

Skills

  • 5 years of COO experience from an insurance brokerage.
  • Property & Casualty agency management system preferably Applied Epic.
  • Superior negotiation and presentation skills with strong entrepreneurial spirit.
  • Bachelor’s Degree and either CIC or CPCU designation.
  • Strong insurance knowledge.
  • Excellent oral and written communication skills.
  • Creative problem-solving skills along with exceptional time management and attention to detail.

Compensation: Commensurate with experience. Target salary range up to $250K

Salary : $250,000

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