Director of Operations

FLSA Status:  Exempt 
Department:  Executive and Governance  
Reports to:  Chief Executive Officer 


Position Mission: 

  • Organizational integrator – presence with the team, employee engagement, motivate team and enforce accountability  
  • Help develop human resources solutions for OIA membership – Administrative services, hiring, job board, recruiting, training, compensation reporting/salary survey and employee engagement activities 
  • Develop content and materials for membership to utilize on human resources, effectively operating a business and other topics relevant to independent insurance agents 
  • Monitor Productivity, Dashboards, Reports and Finances – enforce disciplined spending within the organization 
  • Ensure effective internal communications, ensure everyone on the team is in the know and on the same page 
  • Connect the organization together – ensure all cross functional teams are functioning effectively 
  • Prioritize efforts – monitor daily activities to ensure they are leading to accomplishing quarterly and annual goals 
  • Project Management – manage projects to ensure completion in an efficient and effective manner 
  • Monitor and Assess productivity of remote work environment 

Education and Experience: A Bachelor’s degree in business, finance, marketing or a related business field from an accredited university 

  • 10 years of experience in leadership, management or operations  
  • Strong understanding of market and business dynamics especially in an insurance business services environment 
  • Proven ability to create successful teams, manage operations, impeccable attention to detail  
  • Insurance Industry experience preferred 

Mission-Critical Essential Duties and Responsibilities:   

  • Partnership with the CEO and leadership team, including – 
  • Fierce Loyalty 
  • Brutal Honesty 
  • Unconditional Trust 
  • Unquestionably Reliable – gets the job done 
  • Analyze existing product lines for viability and value proposition 
  • Appraise opportunities for new products/services:  viability and value proposition 
  • Segment Analysis 
  • Sales plan, process, structure, training and recruitment  
  • Vendor management 

Other Skills and Qualifications: 

  • Ability to read, analyze and understand general business/company related articles and professional journals 
  • Ability to speak effectively before groups of customers or employees 
  • Advanced knowledge and utilization of Salesforce, Adobe Creative Suite programs, Microsoft Office programs, Salesforce Pardot marketing program, and related technology platforms. 
  • Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs. 
  • Ability to define problems, collect data, establish facts, and draw valid conclusions 

Core Values and Conduct:  Every member of OIA expects our staff to embrace and act in good faith to demonstrate:  Integrity, Collaboration, Innovation, and Commitment.  We expect of ourselves and our coworkers to contribute to our  

Critical Cultural Outcomes 

  • Commitment to Overall Goals of the Organization 
  • Shared Purpose 
  • High Trust Environment  
  • Accountability 
  • Honest-Direct-Respectful Communication 
  • Consistency of Management 

Physical Activities and Environment: The following physical activities described are representation of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations. 

While performing the functions of this job, the employee is continuously required to talk or hear; frequently required to sit; and occasionally required to stand, walk, use hands to finger, handle or feel, reach with hands or arms. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually moderate. 

Director of Operations Application

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