Operations Manager - Insurance Agency

WE ARE INITIALLY INTERVIEWING ON ZOOM! PLEASE BE ABLE TO INTERVIEW ON ZOOM!

A Local Allstate Insurance Agency in Georgetown, Texas is looking to hire highly-motivated individuals!

As an Operation Manger your primary responsibility is to ensure the agency runs efficiently and meets goals. You’ll lead and develop the team, oversee daily operations, support the owner with budgets, financials, and bills, and help the agency reach Allstate benchmarks.

As a valued member of our team, you are eligible to enjoy the following benefits:

• $70,000 - $80,000 ANNUAL BASE PAY UNCAPPED COMMISSIONS & BONUSES
• $110,000-$140,000 TOTAL COMPENSATION WITH COMMISSION IF YOU CAN BE COACHED
• YES WE OFFER BASE PAY!
• MEDICAL/DENTAL/VISION
• 3% Matching SIMPLE IRA
• Get paid to learn
• Vacation and Sick Days
• MONDAY - FRIDAY DAYTIME HOURS
• NO LATE NIGHTS OR WEEKENDS!

Operations Manager Responsibilities:

• Team Leadership
• Supervise and mentor the Sales Coach and Account Manager Lead.
• Work with management to set and track monthly, quarterly, and annual goals.
• Conduct monthly 1-on-1s with staff for feedback and development.
• Complete all HR responsibilities for the agency, including hiring, onboarding, disciplinary plans, performance improvement plans (PIPs), and terminations.
• Agency Operations
• Oversee daily operations: policy service, renewals, claims, and client onboarding.
• Ensure compliance with Allstate and state regulations.
• Create and improve procedures for efficiency.
• Regularly evaluate workflows, identify bottlenecks, and initiate efficiency or automation projects.
• Produce weekly/monthly performance dashboards (e.g. sales, operations, client service metrics).
• Inform the owner immediately of any E&O issues and steps taken to address them.
• Master all product line coverages, options, and features. Know the Risk Management Policies (RMPs) inside and out. Be able to clearly explain them to agency team members and new hires. Maintaining compliance at all times is key to writing clean, profitable new business. Stay up to date on all agency and carrier regulatory requirements.
• Financial & Budget
• Assist the owner with annual budget planning, financial tracking, paying bills, and maintaining the budget.
• Monitor expenses and keep operations within budget.
• Contribute to achieving 20% YOY growth and 87% retention.
• Sales & Retention
• Help the team meet or exceed monthly sales and retention goals.
• Personally contribute to sales as needed ($20,000/month premium goal).
• Keep retention above 85% across all locations.
• Review calls and provide coaching to improve results.
• Goal Tracking & Reporting
• Provide weekly performance reports to the owner.
• Meet with the owner bi-monthly to review progress and strategies.

Operations Manager Requirements:

• NO NEED TO APPLY IF YOU HAVE A HISTORY OF 3-6 MONTHS AT MULTIPLE JOBS OR DON’T HAVE AN UP TO DATE RESUME
• 2 YEARS OF PREVIOUS INSURANCE SALES EXPERIENCE - REQUIRED
• 2 YEARS OF MANAGEMENT EXPERIENCE - REQUIRED
• Must be organized, able to multitask, and efficient
• Must be self-motivated, reliable and have a positive attitude
• PC skills
• Possess a genuine and willingness to coach, lead, and train
• Excellent skills in communication and presentation
• Proven track record of regular monthly sales of $40,000 in monthly premium
• Proven leadership/management experience, ideally in insurance.
• Strong operational, sales, and customer service knowledge.
• Exceptional organizational, communication, and coaching skills.
• Proficient in Allstate systems.
• Analytical, positive, and self-motivated.
• Willingness to travel between all Agency locations.

MUST BE ABLE TO INTERVIEW OVER ZOOM TO WORK IN-PERSON IN THE GEORGETOWN, TX 78628 OFFICE

Driving distance near:

Round Rock, Jarrell, Weir, Santa Rita Ranch, Cedar Park, Hutto, Wells Branch

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

This position is with a local agent, not with any corporate entity. Employees of agents must be able to successfully complete any applicable licensing requirements and training programs. Agents are independent owners who hire their own employees. Agents’ employees are not employees of any corporate entity.

Job Type: Full-time

Pay: $110,000.00 - $140,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Application Question(s):

• This position is in Georgetown, TX. How far, in minutes, is your daily commute to Georgetown, TX?
• Please describe your Insurance Sales Managment AND Operations Management experience within the insurance world, as we need someone with BOTH:

Experience:

• Insurance sales: 2 years (Required)
• Sales Management/Team Lead/Coaching/Training: 2 years (Required)

License/Certification:

• Property & Casualty Insurance Sales License (Required)

Work Location: In person

Salary : $70,000 - $80,000