Insurance Operations Manager

AssuredPartners is seeking an Insurance Operations Manager to join our team in San Diego, CA. In this role, you will train Commercial, Employee Benefit and Personal Lines employees on office procedures as well as the Management System (Epic) utilization, features, and workflows.  The Operations Manager serves as a primary resource to Agency Management System users regarding utilization issues and oversees certain aspects of the Agency Management System.  You will be responsible for overall direction of the service departments within the agency either directly or indirectly through department managers and / or team leaders. This includes interviewing, hiring, training, assigning/directing work, performance evaluations, addressing complaints and resolving problems.

• Drives agency efficiencies and evaluates and makes adjustment to service departments staff workloads as necessary. Conducts monthly staff meetings.
• Coordinate, organize, and conduct live training for new and existing employees, including employees of new acquisitions, on Agency Management System utilization, features, and workflows.  Training for new acquisitions may also include the transition to a paperless environment, download, suspense, etc.  Training will be in-person and will be held approximately every month, or as needed.
• Coordinate, organize, and conduct live training for new and existing employees, including employees of new acquisitions, on Agency procedures.  Training will be in-person and will be held approximately every month, or as needed. Provide other training as directed.
• Develop and maintain new e-learning program to train new and existing employees on Agency Management System utilization, features, and workflows (by topic).  Provide refresher courses for existing employees.
• Develop and maintain new e-learning program to train new and existing employees on Agency procedures.  Provide refresher courses for existing employees.
• Maintain and update the Agency Management System training manual as needed.  Updates can include enhancements from system upgrades, workflow changes, improvements, etc.
• Serve as primary resource to Users on Agency Management System utilization and workflow questions and issues.
• Maintain, update, and enhance Agency Management System proposals, documents, and custom templates as needed.
• Serve as primary resource for in house IT needs. (Computer issues, internet issues, software issues and needs, onboarding new hires, managing RingCentral, etc.)

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people: 

• Competitive base salaryof $75,000-$95,000
• Hybrid work schedule
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options 
• Company match 401(k) plan – 50% up to 6%! 
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers 
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists 
• Pet benefits & discounts 
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners 

• Bachelor’s degree preferred
• All required active licensing; or within 6 months of hire
• Proficient in Microsoft Office products and agency management system software; technically savvy
• 3+ years of commercial lines and employee benefits of Account Management experience.
• Experience leading a team preferred
• Strong analytical, design, problem solving, project management, customer service, organization and communication skills                        

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!