- Act as a business partner to the profit center and team leaders in areas regarding operations.
- Establish, direct and monitor department goals as objectives that are in alignment with the profit center strategy and in accordance with established policies and procedures.
- Regularly evaluate and identify short term and long-term department recruitment needs and strategies to retain top talent.
- Conduct monthly, quarterly and annual monitoring, including pulling reports and submitting to the PCL as directed.
- Monthly Expiration Report - to provide a list of accounts for each service and sales representative that would be coming up for renewal 120 days in advance.
- Monthly Backwards Expiration Report - to confirm all accounts have been renewed in the system and that close-out letters have been sent.
- Monthly Open Activity/Task Lists - to determine if any open follow-up items are overdue per team. This helps to identify workload issues and training.
- Ensure that all sales and service teammates follow established required compliance documents through checklists and internal audit manuals.
- Oversee Carrier and third-party audits, including but not limited to audits performed by carriers, regulators or audits performed by other parties on their behalf.
- Develop an onboarding curriculum for new teammates to ensure successful acclimation to the profit center and clear understanding of the defined processes and procedures.
- Identify areas of inefficiencies and develop ongoing training plans for service teammates incorporating the use of internal and external resources.
- Supervise, train, and develop the capabilities of the team in a manner that enhances the profit center's image and level of service for agency and carrier partners.
- Maintain strong relationships with carrier and industry partners to increase opportunities and maximize contingencies, as it relates to optimizing products and services.
- Promote collaboration between the sales and service departments to deliver an exceptional customer experience and improve efficiencies and streamline processes.
- Build a network of enterprise-wide peers; collaborate best practices.
- Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
- Promote a commitment to achieve or exceed internal and external performance standards.
- Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education (as required for valid licensing).
- Promote teamwork, support, knowledge sharing and a positive attitude through the profit center and its locations.
- Promote a commitment to achieve or exceed internal and external performance standards.
- Responsible for ordering office supplies.
- Coordinate and set up teleconference meetings in the conference rooms and coordinate carrier visits.
- Handle all QC Liaison duties for the branch, Monthly Survey's & QSR's
- Responsible for keeping and maintaining all the teammate licensing information.
- Responsible for obtaining carrier logins for teammates.
- Responsible for all building maintenance requests; access badges; security concerns with the property management company
- Scan incoming mail and prepare outgoing mail.
- Make post office deliveries.
- Other activities, duties, projects, or tasks as assigned.
- Act as a business partner to the profit center and team leaders in areas regarding team resources.
- Assist with recruiting of new teammates.
- Collaborate with regional team resources to provide best practiced solutions and guidance to teammates and team leaders regarding all matters pertaining to the life cycle of the teammate including but not limited to recruitment, benefits.
- Responsible for new teammate setup, explaining benefits, completing all paperwork, and helping teammates enroll in our on-line benefits.
- Responsible for coordinating all teammate annual reviews.
- Maintain attendance records with Attendance software (Workday). Keep track of PTO/DTO time.
- Make reservations & process the check requests for all industry specific functions and sponsorships around the state.
- Coordinates all teammate engagement functions. Internal/External meals, office outings (bowling, baseball games, holiday party, etc). Keep track of teammates' birthdays and anniversaries.
- Other activities, duties, projects, or tasks as assigned.
- 2-3 years of related experience (Insurance Operations experience is a PLUS).
- Bachelor's Degree or Equivalent Experience.
- Be a Team Player with a Positive Attitude.
- Ability to maintain a high level of confidentiality.
- Must be detail oriented and possess the ability to multi-task.
- Commitment to excellent customer service.
- Ability to effectively work well with others.
- Proficient with MS Office Suite.
- Experience in working in a paperless environment - strong PC skills required.
- Exceptional telephone demeanor.
- Competitive salary.
- Paid Time Off (PTO).
- Generous benefits package: health, dental, vision, 401(k), etc.
- Employee Stock Purchase Plan.
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Description
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Braishfield Associates, a division of Hull & Company, LLC is seeking an Operations Leader to join our team in Orlando, FL.
The primary responsibility of this role is to drive a culture of success through teammate engagement and efficient processes while maintaining positive operating margins for the profit center. The Operations Leader supports the profit center in administration, operational duties, and team resource responsibilities. This person assumes responsibility for all administrative teammates and the results of the jobs they perform, all functions relating to Personnel and Human Resources, and all branch operations that relate to the office workflow quality control.
WHO YOU ARE:
You believe in working as a team and thrive in fun and collaborative environments. You have a client-focused attitude and value the importance of relationships, professionalism, and trust. You set goals high and aim higher. You have solid communication skills. You are detail oriented and organized. You enjoy learning new skills, systems, processes, and procedures. You are a great listener and are not afraid to ask questions. You believe that learning is vital to success.
WHAT YOU WILL DO:
Including, but not limited, to the following:
Operations:
