Chief Operating Officer🤵

• Work to improve personal lines retention with a goal of 93%, and continue to keep commercial lines retention strong. 

• Work to design and execute a defined Customer Experience 

Create Strategies for the team to follow up with monoline business

• Account round all new business 

• Work with the team on key account renewals 

• Follow up with new business 30 days after the point of sale and at renewal

• Ask for referrals 

Work to support marketing and branding in the following ways:

• Provide business cards to be entered into marketing campaigns

• Suggest blog, email and social media topics to the marketing department

• Share agency social media posts on personal social networks

• Participate in pictures and agency branding opportunities when invited 

• Handle social media for the agency, Facebook, Twitter, Pinterest and Linkedin

Participate in agency management activities including developing and managing producers:

• Provide feedback and input on agency operations, structure, processes, and decisions

• Conduct final onsite interviews with potential hires

• Participate in generating new marketing ideas and content

• Teach, mentor and coach new team members 

• Possess a positive attitude and support your team members

• Coordinate carrier marketing representative meetings  

• Create workflows

• Be involved in managing company metrics

• Handle team vacation time

• Set agency and department goals

• Meet with marketing reps from carriers

• Handle all team member 90 day reviews

• Create monthly incentive programs

• Provide discipline and coaching to team members

• Learn and manage the agency management system

• Manage employee payroll, benefits and HR related issues 

• Ensure the agency has proper security protocols in place

• Manage the license for the agency and compliance

Accounting

• Classify, record, and summarize numerical and financial data to compile and keep financial records using appropriate accounting software and/or spreadsheets.

• Establish and maintain relationships with company and vendor payables departments.

• Prepare and analyze accounting records, financial statements, and/or other financial reports to assess accuracy, completeness, and conformance to reporting, procedural and regulatory standards.

• Prepare producer production/compensation reports.

• Administers and conducts month-end and year-end close and generates reports.

• Reconciles all cash receipts, bank statements, etc.

• • Failure to reach and maintain the KPIs below can cause reduced bonus, bonus eligibility, and/or reduced commissions. Please always communicate with your team lead. 

  • All KPIs and Goals will be on AppSheet.

• Savvy

• Motivated

• Adaptive

• Reliable

• Trusted

• • Efficiency - Able to produce significant output with minimal wasted effort. 

  • Honesty/Integrity - Does not cut corners unethically. Earns trust and maintains confidence. Do what is right, not just what is easy. 

  • Organized & Planning - Plans, organizes and schedules in a productive manner. Focuses on key priorities. 

  • Aggressiveness - Moves quickly and takes a forceful stand without being abrasive. 

  • Follow-Through - Lives up to verbal and written agreements, regardless of personal costs. 

  • Intelligence - Learn quickly. Demonstrates ability to quickly and proficiently understand and absorb new information. 

  • Persistence - Demonstrates tenacity and willingness to go the distance to get something done. 

  • Proactivity - Acts without being told what to do. Brings new ideas to the company. 

  • Flexibility/Adaptability - Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change. 

  • Calm Under Pressure - Maintains stable performance when under heavy pressure or stress.

  • Enthusiasm - Exhibits passion and excitement over work. Has a can do attitude.

  • Work Ethic - Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard. 

  • High Standards - Expects personal performance and team performance to be nothing short of the best.

  • Openness to Criticism and Ideas - Often solicits feedback and reacts calmly to criticism or negative feedback.

  • Listening Skills - Lets others speak and seeks to understand their viewpoints. 

  • Communication - Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails. 

  • Teamwork - Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship. 

  • Persuasion - Able to convince others to pursue a course of action. 

• Every 90 days you will meet with your manager to review any bottlenecks, ideas you have to improve as well as the objectives outlined in your job description. 

• Each year you will receive a formal review.