Sales Operations Manager (Commercial P&C Insurance)
Integrated Specialty Coverages, LLCSalary not specified
Commercial Lines Agency Operations Leader at Foundation Risk Partners
Edison, New Jersey, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Bachelor’s degree in Management or a relevant field preferred
- 3-5 years’ experience in a supervisory role
- 3-5 years’ experience in insurance
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
- Knowledge of SharePoint Designer and InfoPath
- Familiarity with Adobe Pro
- Experience with SharePoint Online and Office 365
- Experience with insurance agency management software/system (Vertafore, AMS360)
- Instructional experience in a group business setting
- Strong understanding of business goals and standards for customer service
- Ability to analyze company needs, employee development, and goal setting
- Ability to communicate effectively with senior management and other departments
- Strong technical proficiency in Commercial Lines coverage with a thorough understanding of industry forms, policies and a comprehensive understanding of the insurance marketplace
- Well informed on the policies and expectations of the company
Responsibilities
- Ensure a positive experience for the customer by coaching and managing other employees
- Assist with the execution of daily operations by overseeing staff training and team building exercises of the Commercial Lines Department
- Actively seeks to resolve any concerns while adhering to company policy and standards
- Ensure company goals and objectives are being met by each employee and provide constructive feedback
- Address customer concerns about policies, services rendered, or employee interactions
- Train new employees on company standards and procedures, including handling negative client experiences and proper client interactions
- Stay abreast of current market conditions while meeting client needs and maintaining consistency within the department’s book of business
- Manage time and attendance for direct reports
- Stay abreast of expiration, A/R, and other quality assurance control for direct reports
Skills
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
SharePoint
SharePoint Designer
InfoPath
Adobe Pro
SharePoint Online
Office 365
Vertafore
AMS360
Foundation Risk Partners
Insurance brokerage and consulting services
About Foundation Risk Partners
Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.
Daytona Beach, FloridaHeadquarters
2017Year Founded
$2MTotal Funding
DEBTCompany Stage
Consulting, Financial ServicesIndustries
201-500Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Paid Vacation
Risks
Over-reliance on AI could cause disruptions if technical issues arise.
Expansion into new regions may pose compliance and operational challenges.
Leadership changes might lead to strategic shifts affecting company stability.
Differentiation
Foundation Risk Partners leverages AI to enhance risk analysis accuracy and speed.
The company focuses on a strategic mix of industry expertise and cultural fit.
Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.
Upsides
AI solutions have decreased cycle times by up to 90% for certain activities.
Prospect conversion rates have increased by up to 50% due to AI adoption.
Expansion into Baldwin, New York, offers new market opportunities.
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