Job Description

We are growing exponentially and have been recognized as one of the top companies within our industry 3 years in a row! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. This is a highly visible Leadership position!

• Competitive Compensation and Benefits Package
• Stable, long term, stability
• Join a well established team who is invested in your growth and success
• Substantial growth in their business Nationwide
• Rewarding work and responsibilities

The Senior VP, Operations will lead efforts in the critical area of account retention, carrier management and client service development. Working with the Business Unit President, Sales Executive(s), and Operational leaders, this role will drive commercial and personal lines product support, to ensure that we maintain a high level of client satisfaction. The person in this position will also lead and participate in key projects intended to improve efficiency, compliance, and effectiveness.

As we continue to grow, we want to make sure our account managers and client service teams have the skills and support to not only retain our clients by process of renewal, but also to provide consultative support to our clients and explore opportunities to grow our business relationships through existing clients. This senior role will also be counted on to observe and report on market or service challenges so that we best sculpt our overall service delivery.

Further, the Senior Vice President, Operations, as a part of senior management will have opportunities to help us grow through new business opportunities with responsibility for building and creating our service platform that our production team will use for new sales opportunities. Based on experience and expertise, this position will provide leadership to ensure client retention as well as cross-selling to current client programs.

• Responsible for the review and revision of commercial and personal lines department procedures and workflows to keep pace with technology advancements, industry or market changes and / or E&O compliance related issues.
• Accountable for developing and analyzing the data / metrics of support service efforts including outstanding expirations, overdue activities, book revenue and / or other metrics so that these results can be effectively communicated as part of a continuous quality improvement effort.
• Steadily drives the improvement in product and service offerings to make our company more desirable to clients and prospects while creating reliable delivery of our services
• Consistently hires, monitors, trains and develops exceptional account management and client service team members to secure retention of current clients to include annual renewals, obtaining broker of record agreements, and high client satisfaction.
• Evaluates, manages, trains, coaches and counsels account management and client service staff, specifically to ensure a consultative approach to account / client management and retention.
• Facilitates training and cross training platforms, including but not limited to WorkSmart, AMS attends Vertifore conference on an annual basis.
• Works with operational teams and account management leadership to ensure account services processes are seamless regardless of location or support team.
• Develops and manages a standardized renewal process including requests from carriers and proposals delivered to clients.
• Provides carrier partners with a primary contact for personal and commercial lines, in conjunction with leadership including sales and operations.
• Assists account management team with access to carrier partners, new vendors, or products that may benefit clients.
• Leads the successful roll-out of the WorkSmart software in AMS
• Leads the monthly business review meetings with key sales, operational and financial leadership.
• Other duties and special projects as assigned

SKILLS

• In-depth understanding of all aspects of commercial and personal lines coverage
• Excellent analytical and mathematical skills
• Excellent PowerPoint and presentation skills for both in-person and teleconference / webinar sessions
• Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others
• Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications and password administration on carrier sites
• Strong knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
• Demonstrated experience in team leadership and the ability to successfully accomplish department goals

COMPENTENCIES

• Goal oriented, has a strategic mindset, plans accordingly for all activities
• Self-motivated with a high level of drive, energy, persistence and initiative. Is proactive, committed, has high standards, achievement oriented, does what it takes to get the job done and high enthusiasm
• Ability to effectively engage and influence a variety of audiences
• Demonstrated and established leader and team member
• Tenacious and proficient at developing long term relationships
• Excellent networker and carrier prospector with creativity and marketing flair
• Ability to prioritize and handle multiple tasks in a demanding work environment
• Willingness to adhere to all principles of confidentiality
• Must value operating in a collaborative work environment
• Ability to show initiative, good judgment, and resourcefulness
• Ability to present to groups in person and via webinar

EDUCATION AND QUALIFICATIONS

• College degree preferred or comparable work experience.
• 15+ years’ experience in the insurance industry with a focus on Operations, Client Retention and opportunities for New Business is required
• CPCU, CISR, CIC, AIS, and / or AFIS, a plus
• Demonstrated leadership and management experience in a client service environment

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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Senior Vice President • Beverly Hills, CA

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