Small Business Unit Director of Revenue Operations - Gregory & Appel Insurance

The Commercial Lines Director of Revenue Operations overseas and manages the Small Business Unit service staff to support the renewal and development of new business for the agency.

The director will use strong leadership, creativity, problem-solving and professional development skills to implement plans to ensure the individuals within the operations service team meets/exceeds established goals.

The director will plan, direct, and coordinate the operations of the vertical group while working with the management team to develop and implement organizational strategies, policies, and practices. Is responsible for the overall direction, coordination, evaluation and effectiveness of the operations service team. Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws.

The Commercial Lines SBU Director of Revenue Operations is a critical role in setting the direction and pace for Commercial Lines while ensuring that our clients receive expert advice and tailored coverage to protect their assets. Equally important, a successful director will take pride in the continual professional development of colleagues under their care and charge.

The Commercial Lines SBU Director of Revenue Operations will collaboratively work with revenue leaders to identify and implement best in-class business support practices, reporting and retention of clients. Identify, develop and implement strategic partnerships with key service centers to augment internal retention methodologies.

Responsibilities include interviewing and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Developing and maintaining key partner relationships

Primary Duties

• Responsible for staffing needs of the Commercial Lines SBU Operations team including significant input on hiring decisions as well as recommending staffing adjustments based upon annual revenue projections/workloads.
• Serve as a mentor to direct report Colleagues and oversee the personal career development plans for each of them.
• Participate in the review and revision of Operations departmental procedures and workflows to keep pace with technological advancements, industry or market changes, and E&O compliance related issues.
• Accountable for the measurement of direct report efforts including outstanding expirations, overdue activities, book revenue, and other metrics as assigned so that results can be effectively communicated as part of a continuous quality improvement effort.
• Assure compliance with department procedures, utilizing file audit process techniques.
• Assist with department training issues including assessing training needs and assisting in the development of training programs.
• Responsible for traditional management duties including, but not limited to, the annual budgeting process, limited expense approval, and the tracking of staff attendance.
• Participate in the management of global agency issues from time to time as deemed appropriate by management.
• Collaborate with the Revenue team to ensure quality client experience.
• Lead, manage and hold accountable a team of Operations Colleagues, fostering a culture of excellence, client-centricity, and professional development. Oversee daily operations, assignments, and performance evaluations within that team. commercial lines department.
• Oversee the underwriting process for policies, ensuring accuracy, compliance, and timeliness.
• Monitor policy renewals, adjustments, and endorsements, making certain that coverage remains aligned with clients' evolving needs.
• Stay informed about industry trends, regulatory changes, and market dynamics that may impact offerings.
• Assist clients with claims processes, facilitate communication with the claims department and ensuring prompt and fair resolutions. Maintain ongoing contact with clients throughout the claims process to provide support and address concerns.
• Advocate for clients' interests within the firm, collaborating with underwriters, claims professionals, and other departments to meet client expectations.
• Identify opportunities for revenue generation, retention and service improvements based on client feedback and industry trends.

Keyword: Director, P&C, Service, Management, SBU
Required Experience:

Qualifications

Years of Experience:

• 3 years of management experience required
• 6-8 years of commercial lines experience, agency experience preferred

Education:

• Bachelor's Degree; or combined equivalent years of education and experience

License, Certification, or Registration:

• P&C License is required for Commercial Lines

Additional Information:

• Previous management experience within an operations department in an independent agency environment strongly recommended
• Ability to maintain a positive attitude, express enthusiasm, and be flexible desired
• Previous successful leadership roles desired, either within or outside the insurance environment
• Ability to work independently or as part of a team
• Insurance designations

Benefits:

• Medical, Dental & Vision
• Short-Term & Long-Term Disability
• Extended Holiday Weekends
• Flexible PTO
• Paid Parental Leave
• Company Matching Donations
• 401k, Roth Option & Matching
• Life Insurance
• Hybrid Work Environment
• Wellbeing Coaching
• Mental Health Sessions
• Tuition Reimbursement

Why Work at G&A?

Gregory & Appel helps organizations and people grow through tailored risk management strategies. From helping companies with their business insurance programs and employee benefits offerings to helping individuals protect their assets – our team is the difference.

Who wouldn’t want to work for a company that:

• Supports community involvement
• Prioritizes diversity, equity and belonging
• Invests in your future
• Gives 10% of profits back into the community

From: Gregory & Appel Insurance