Chief Operating Officer

Job Description

Chief Operating Officer

About The Role

A Dallas based insurance agency in the construction space is seeking a highly skilled Chief Operating Officer to join their growing team. Partnering with the President, the Chief Operating Officer will have overarching responsibility for all day-to-day operations. Ideal candidate has experience running the office for a small to mid-sized insurance agency handling bookkeeping/accounting, HR, IT, etc.

Key Responsibilities

• Office Management- assist with running the office.
• Handle bookkeeping/accounting.
• 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. Team of 6-7.
• Oversees, implements, and refines agency budget and company operations to ensure company targets for revenue and profitability are met.
• 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 agency preferred.
• Property & Casualty agency management system preferably Applied Epic.
• Someone with an accounting background is a must.
• Bachelor’s Degree in accounting preferred
• Strong insurance knowledge.
• Someone computer and tech savvy is a must.
• Creative problem-solving skills along with exceptional time management and attention to detail.
  
  

Compensation Package

• Compensation: Between $125k-$175k (based on experience) bonus opportunities.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.