- Act as one of the primary points of contact for newly acquired agencies during the first 90 days.
- Standardize operational workflows across different locations to ensure a unified "company way" of doing business.
- Assist IT and management in migrating client data from legacy agency management systems (AMS) to our core platform.
- Manage the appointment process for all producers across multiple carriers, ensuring no gaps in binding authority.
- Review carrier contracts and profit-sharing agreements to maximize overrides and bonuses across the consolidated book of business.
- Serve as the liaison between the agency and carrier field representatives.
- Assist with the tracking and renew corporate and individual resident/non-resident licenses.
- Assist with internal audit procedures to ensure E&O (Errors & Omissions) compliance and adherence to state insurance department regulations.
- Consolidate and manage relationships with third-party vendors (IT, office supplies, janitorial).
- Maintain the employee handbook and operational SOPs (Standard Operating Procedures).
- Develop and monitor Key Performance Indicators (KPIs) related to agency productivity and operational health.
Project Management