51动漫免费在线观看

Role Summary

The Director of Operations drives the day-to-day engine of the team's placement production, ensuring every account moves through pre-bind, bind, and post-bind without friction. Placement quality depends as much on operational discipline as on market strategy. Capacity gaps, billing errors, and inconsistent post-bind delivery erode client trust and create rework. This role owns the workflows, team capacity, and financial reporting that make flawless execution the default.

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The Director partners closely with Senior Client Advocates, Client Advocates, and Associate Client Advocates to ensure the service team has the capacity and clarity to deliver on every placement commitment.

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Core Responsibilities

Capacity & Workflow

• Match service team workload to renewal calendars and new business pipeline; reallocate proactively and escalate capacity constraints before they affect delivery.

• Maintain standard operating procedures for pre-bind, bind, and post-bind activities; ensure consistent execution across the team.

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Pre-Bind & Post-Bind Execution

• Oversee placement production from submission through binding; ensure submissions are complete, market activity is tracked, and binders are accurate and on time.

• Manage post-bind deliverables including policy checking, certificates, endorsements, and policy delivery against defined service standards.

• Build quality control checkpoints into the production cycle to catch errors before they reach the client or carrier.

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Billing & Financial Reporting

• Own the accuracy and timeliness of account billing, premium accounting, and revenue recognition across the team's book.

• Maintain team financial reporting (production, revenue, retention, receivables); reconcile against agency management system data.

• Partner with finance on month-end close, commission reconciliation, and revenue forecasting.

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Team Leadership

• Supervise service team members across pre-bind, post-bind, and billing; set performance expectations, conduct reviews, and onboard new staff.

• Build a culture of accountability, attention to detail, and continuous improvement.

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Systems & Continuous Improvement

• Own the team's use of the agency management system and supporting platforms; ensure data hygiene and consistent usage.

• Identify recurring inefficiencies and lead process improvements measured against defined KPIs.

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• 10+ years of insurance broking operations experience across pre-bind, post-bind, and billing.

• Demonstrated success managing service teams in a brokerage or agency environment.

• Strong working knowledge of agency management systems (Sagitta, EPIC, AMS360), policy administration workflows, and premium accounting.

• Track record of building SOPs that improve accuracy, speed, and consistency.

• Working knowledge of P&C coverages sufficient to spot issues in policy documents, endorsements, and certificates.

• B.S. in Business Administration, Finance, or related field preferred; CISR, CIC, or ARM a plus.

Company Benefits

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51动漫免费在线观看 provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identify theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance and other work/life resources
• Leave Benefits: Paid holidays, annual paid time off (includes state/local paid leave where required), company-paid disability (short-term and long-term disability), other leaves (e.g., bereavement, FMLA, ADA, jury duty, military leave, and Parental and Adoption Leave), (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

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Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

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EOE, including disability/vets

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This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.