Regional Insurance Operations Leader

Insurance Experience Required!

Increase service excellence, efficiency, and professionalism through process improvements, automation utilization, training, and monitoring throughout the region. Works with the integration team during new acquisitions and assists newly acquired agencies during the transition period after closing. Focuses on compliance monitoring of various quality control initiatives as well as the quality control processes associated with acquisitions.

• Work with Corporate Implementation Team, Accounting, and IT Departments to successfully and efficiently convert Regional acquisitions’ Agency Management System data into Epic or AMS 360.  Work with the acquisitions’ employees before, during, and after conversion to maximize data integration and integrity.
• Liaise with the Vice President of Operating Systems on the development of new or enhancements to existing system workflows to ensure they are in line with corporate standards. 
• During Project Fusion, act as an active member of the Project Team, splitting time between the West Region Operations and Corporate Operating Systems and Implementation team.
• Coordinate service and data transition related to the sale of an AssuredPartners Profit Center or Producer Book of Business to a third party if applicable. 
• Demonstrates proficient knowledge in the area of Epic and/or AMS 360 Reports and Microsoft Excel.  Acts as a resource to management, production and service staff when report needs arise.
• Assist service staff with solving Epic and/or AMS360 Workflow issues. 
• Maintain the integrity of Agency Management System data, documentation, and historical information.  Extract Agency Management System information to compile accurate and beneficial data by utilizing Epic or AMS 360 Reports
• Review, promote, and create reference documents and organize training activities related to third party software if applicable.
• Develop new/improve upon existing Regional workflows, to ensure the highest level of customer service, efficiency, and automation utilization throughout the Agencies.  Educate and train all applicable employees on new or revised workflows when needed.
• Monitor adherence to procedures and workflows by maintaining the integrity of the data within the Agency Management System.  Identify issues, trends, red flags, and opportunities for additional training.
• This will be accomplished through the utilization of reports and internal audit monitoring.
• Responsible for the initial implementation, ongoing training and continuous compliance monitoring of the following AssuredPartners’ Programs and Initiatives within the Region:
  • Broker E & O Initiative
  • Carrier Financial Standards / Security Committee Compliance
  • National Quality Control Program (Assume Regional Quality Control Liaison responsibilities.)
  • Operational Best Practices
  • Revenue Recognition Initiative
  • New or Revised Programs and Initiatives as Introduced
• Work closely with the Corporate Operations Team to facilitate the successful integration of both revised and newly introduced corporate programs and initiatives within the Region. 
• Participate in special projects and other additional duties as needed.
• Follows company policies and procedures with respect to all essential duties and responsibilities of the job.                                    
• Carries out supervisory responsibilities in accordance with the Agency's policies and applicable laws. Responsibilities include interviewing and training employees; planning, assigning, and directing work; appraising performance; addressing complaints and resolving problems.

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 salary 
• 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 or equivalent; five years related experience and/or training; or equivalent combination of education and experience.
• Professional Insurance Designation and Insurance License preferred.

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!