Chief Operating Officer
Current• Act as a strategic partner on the leadership team to develop, implement and evaluate strategic and annual business plans, including processes, and tactics for agency growth.• Establish, implement and continually evaluate and update sound policies that promote company culture and vision.• Oversee daily operations of company and work of officers in Accounting, IT, HR, Claims, and customer service departments in Commercial, Personal, and Life and Health product lines. • Oversee IT, Chief Information Security Officer, ensuring network security and integrity of technology resources• Oversee direct leadership of agency sales producer team and align individual goals with company growth objectives• Identify and implement methods to improve quality, efficiency, and productivity as well as to reduce costs, increase profits, or improve control measures where necessary.• Work collaboratively to develop and/or improve systems, processes, controls and procedures that improve the overall efficiency of the firm and ensure excellent client service.• Collaborate with external agency partners as necessary to accomplish agency goals.• Report agency condition, strategic and annual business planning progress and agency condition to the Board of Directors on no less than a quarterly basis and any other time requested by the Board.• Implement EOS Framework into business operations• Coordinate with Human Resources for the overall strategy, purpose, and vision of the employee lifecycle: benefits, payroll, 401k, recruitment, learning and development, culture, performance management, and succession planning.• Attract, supervise and motivate a high-performance management team.• Mentor management team towards agency goals and performance.• Collaborate with the management team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the rapid growth objectives of our organization.