OneSource Insurance Group ยท 2 days ago
Operations Manager (Insurance Industry)
OneSource Insurance Group is a growing independent insurance agency, and they are seeking an experienced Operations Manager who understands the functions of an insurance agency. The role involves supporting day-to-day operations, payroll, commissions, HR admin, onboarding, and systems, with opportunities for growth.
Commercial InsuranceEmployee BenefitsFinancial ServicesHealth CareInsuranceReal Estate
Responsibilities
Process payroll and maintain HR documentation
Process commissions for producers and internal departments
Maintain reporting, dashboards, and agency metrics
Assist with compliance and record-keeping
Coordinate onboarding for new employees/producers
Set up systems access (AMS, CRM, phone, email, payroll, carrier portals)
Assist with credentialing and carrier appointments
Support agency systems (AMS, CRM, phone system, HRIS, payroll tools)
Troubleshoot minor system issues and escalate when needed
Maintain vendor relationships and system logins
Work alongside producers, account managers, and leadership
Support recruiting, interviews, and scheduling as needed
Help improve workflows and operational efficiency as the agency grows
Qualification
Required
Insurance industry experience required (agency, carrier, MGA, brokerage, or TPA)
Experience with payroll and/or commissions processing
Experience with HR administration or employee onboarding
Strong organizational and follow-through skills
Comfortable with multiple systems and platforms
Ability to handle confidential information professionally
Operations: 3 years (Required)
Preferred
Experience with AMS (Applied, Vertafore, QQ, Hawksoft, AMS360, etc.)
Experience with Medicare/ACA contracting or appointments
HRIS or payroll software experience
EOS or Traction operating framework exposure
Insurance Operations: 3 years (Preferred)
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Vision insurance
Company
OneSource Insurance Group
OneSource Insurance Group is a brokerage firm that provides auto, home, and health insurance, including tax audits and retirement planning.
Funding
Current Stage
Early StageCompany data provided by crunchbase