Chief Operating Officer

Main Purpose:

Partnering with the CEO and executive team, the Chief Operating Officer will have overarching responsibility for all day-to-day operations.

Minimum Qualifications and Requirements:

• 7 + years’ experience in insurance management with high levels of sales, operational and financial knowledge.
• 5 years’ experience as a department head, team leader or senior level position within
• an agency.
• Superior negotiation and presentation skills with strong entrepreneurial spirit.
• BCom in finance or related field.
• Continuing Professional Development (CPD) points up to date.
• Strong insurance knowledge for commercial lines & personal lines.
• Excellent oral and written communication skills.
• Creative problem-solving skills along with exceptional time management and attention to detail.
• Afrikaans speaking.

Tasks

• Contributes to, develops, and implements agency marketing plan as well as vision for the agency
• Possesses a good working knowledge of procedures, processes for all disciplines
• Improve daily organization and workflows to ensure maximum operational efficiency
• Ensures regulatory compliance of the agency
• Monitor production and monthly goals
• Fosters and maintains relationships with carriers and brokers
• Responsible for client retention activities and engagement strategies
• Collects and analyzes data for implications regarding budget, project and/or program initiatives
• Oversees, implements, and refines agency budget, proforma financials, and company operations to ensure company targets for revenue and profitability are met
• Oversees employee skills development and provide coaching, training, and development programs to increase staff capability and agency expertise
• Maintains and builds trusted relationships with key customers, partners, vendors, management, and stakeholders
• Supports the CEO and executive team in all aspects of the business and operations