Fullsteam · 1 day ago

Director, Insurance Agency Operations

Remote - US

Full-time

Remote

Director/Executive

5+ years exp

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Growth Opportunities

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Responsibilities

The head of operations for BOG will manage a small team of insurance agency professionals while collaborating with portfolio companies and corporate teams at Fullsteam including finance and accounting

Identify demand for insurance coverage among the customers of Fullsteam’s portfolio companies

Develop datasets and spreadsheet analytics with the leaders of portfolio companies to describe the insurance product distribution opportunity

Establish and manage carrier relationships

Compare each distribution opportunity to carrier appetite and select/sign one carrier per program

Partner with portfolio companies and carriers to launch each program and optimize production after launch

Where BOG is not well-suited to offer insurance programs to a portfolio company, this role will partner with third party insurance agencies including retail, wholesale or MGAs

Meticulously report on monthly production and partner with Fullsteam finance and accounting teams to ensure revenue allocation and carrier remittance is reconciled

Manage all insurance-specific agency compliance including licensing

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

P&C insurance licensingInsurance agency operationsCarrier managementLaunching insurance programsA&H licensingEmbedded insuranceUI/UX designProduction reportingCompliance managementSelf-storage insuranceTeam management

Required

P&C insurance licensing is a must. A&H licensing would also be valuable

5+ years experience managing operations of an insurance agency with a focus more on back-office functions and carrier management rather than on production management

Experience launching new insurance programs

Experience with embedded insurance (programs distributed via software) would be very valuable, especially as it relates to UI/UX design to maximize sell-through/attach rates

Eagerness to manage high growth of an early-stage agency and to lead the agency from early stage to mature

Attention to detail for the purpose of production reporting and compliance