Operations Lead, Integrations
E
Equal PartsInsurance
Austin, Texas, United StatesFull-TimeLead
Salary not disclosed
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Job Details
- Experience
- 5+ years in insurance operations or agency management
- Required Skills
- Project Management
Requirements
- 5+ years in insurance operations or agency management
- Prior experience in an M&A or high-growth environment
- Deep understanding of NIPR (National Insurance Producer Registry)
- Deep understanding of state-specific licensing requirements
- Advanced knowledge of Agency Management Systems (e.g., Vertafore/AMS360, Applied/Epic, or EZLynx)
- Exceptional project management skills
- Ability to manage multiple moving parts without losing focus on the fine print
Responsibilities
- 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.
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