Overview
Insurance Operations Manager Jobs in Rochester, NY at The Workplace Advisors
Insurance Operations Manager
Company Confidential
Company:
The company is a well-established, family-owned insurance agency in the greater Rochester, NY area, in business for over 100 years with an even 50/50 mix of personal and commercial lines. The agency is growing, has a close-knit team culture, and has recently remodeled their offices.
Job Description:
Are you a knowledgeable, hands-on operations leader who enjoys building processes, coaching a team, and being the “go-to” person in a growing organization? The company is looking for a full-time Operations Manager to take day-to-day management off the owner’s plate so they can focus on production and revenue growth. This role blends operations, HR, vendor/technology management, and project management, with real opportunity to shape how the agency runs.
Responsibilities: The candidate will:
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Manage day-to-day agency operations, including workflow across both personal and commercial lines teams
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Lead hiring, onboarding, offboarding, and general HR/company communications
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Document and enforce standard operating procedures, and help build out an employee handbook
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Manage vendor and carrier relationships, including meeting with carriers and organizing renewal/meeting conditions
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Oversee agency technology platforms, including the management system and phone system, and serve as the point of contact with the IT provider
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Lead cross-selling initiatives and project-manage growth programs across the agency
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Enhance the overall customer experience in support of the agency’s 90%+ client retention
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Act as a vocal, culture-driving leader who can rally the team and run consistent, regular team meetings
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Coach staff, address performance issues directly, and hold the team accountable to standards
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Support servicing of some accounts and assist with prospect calls as needed to free up the owner for revenue generation
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Track and report on book-of-business performance and measure agency processes to drive results
Requirements
Requirements: The candidate must:
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Have experience in project management, insurance agency operations, or agency management
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Be knowledgeable and confident, with the ability to build rapport and respect across a mixed team of tenured and newer staff
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Be comfortable with technology and open to exploring new tools, including AI, to improve execution
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Have strong communication skills, including the ability to have hard conversations when needed
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Be curious and motivated, with a genuine openness to new approaches rather than “this is how we’ve always done it”
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Be willing to work on-site
Preferred Experience:
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Experience managing carrier or vendor relationships, or servicing insurance accounts
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Background supporting HR, handbooks, or general office administration (no accounting or payroll experience required)
Title: Insurance Operations Manager
Company: The Workplace Advisors
Location: Rochester, NY
Category:
