Director - Insurance Agency Operations
December 4
Description
• The head of operations for BOG will manage a small team of insurance agency professionals while collaborating with portfolio companies and corporate teams at Fullsteam including finance and accounting • Identify demand for insurance coverage among the customers of Fullsteam’s portfolio companies • Develop datasets and spreadsheet analytics with the leaders of portfolio companies to describe the insurance product distribution opportunity • Establish and manage carrier relationships • Compare each distribution opportunity to carrier appetite and select/sign one carrier per program • Partner with portfolio companies and carriers to launch each program and optimize production after launch • Where BOG is not well-suited to offer insurance programs to a portfolio company, this role will partner with third party insurance agencies including retail, wholesale or MGAs • Meticulously report on monthly production and partner with Fullsteam finance and accounting teams to ensure revenue allocation and carrier remittance is reconciled • Manage all insurance-specific agency compliance including licensing
Requirements
• P&C insurance licensing is a must. • A&H licensing would also be valuable • 5+ years experience managing operations of an insurance agency with a focus more on back-office functions and carrier management rather than on production management • Experience launching new insurance programs • Experience with embedded insurance (programs distributed via software) would be very valuable, especially as it relates to UI/UX design to maximize sell-through/attach rates • Eagerness to manage high growth of an early-stage agency and to lead the agency from early stage to mature • Attention to detail for the purpose of production reporting and compliance • Industry-specific experience in self-storage insurance would be valuable but is not required
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