Insurance Operations Manager

This is a fully remote position, open to applicants in Texas.

📋 Description

• Oversee, mentor, and guide a team of Operations Analysts and Specialists.

• Conduct performance evaluations and facilitate career advancement.

• Supervise invoicing, cash applications, agent commission processing, aging reports, billing discrepancies, and comprehensive reporting.

• Manage bank account activities, oversee cash flow, perform reconciliations, and resolve banking transaction discrepancies.

• Coordinate surplus lines reporting and tax submissions in collaboration with Accounting, Finance, and Compliance teams.

• Monitor workflows, allocate resources, track productivity, and implement process enhancements.

• Analyze operational data, identify trends, generate insights, and deliver actionable reports to leadership.

• Collaborate with Product, Support, Collections, and other internal teams to address client issues and enhance systems.

• Organize audit activities and maintain documentation to ensure readiness for external audits.

• Lead or assist in the implementation of new tools, systems, and workflows.

• Evaluate staffing requirements and adjust resources in response to business needs.

• Foster a culture of continuous improvement, accountability, and high performance within the team.

⛳️ Requirements

• At least 2 years of experience managing a department or team in an office setting.

• A minimum of 5 additional years of relevant professional experience in operations, finance, or insurance.

• Demonstrated ability to lead, coach, and develop high-performing teams.

• Proficient in Microsoft Office Suite, with strong skills in Excel formulas and pivot tables, as well as Word, PowerPoint, and Outlook.

• Excellent technical reporting skills and a strong capability to analyze and synthesize data from various systems.

• Experience in conducting root cause analysis and presenting actionable insights.

• Outstanding written and verbal communication abilities.

• Capability to clearly articulate complex issues and collaborate effectively across teams.

• Familiarity with Surplus Lines insurance products.

• Knowledge of surplus lines insurance, regulatory requirements, and operational workflows, including invoicing, claims, and compliance reporting.

• Strong understanding of accounts receivable, cash flow management, reconciliations, and financial reporting.

• Ability to interpret complex data sets, identify trends, and convert insights into actionable strategies.

• Proficient in identifying inefficiencies, implementing scalable solutions, and driving continuous improvement initiatives.

• Comfortable managing changing priorities and taking initiative in uncertain or evolving situations.

• Bachelor’s degree is preferred, ideally in Business, Finance, Insurance, or a related field.

🏝️ Benefits

• Health, dental, and vision insurance.

• Retirement savings plan with company match.

• Paid time off and holidays.

• Opportunities for professional development.

• Performance-based bonus contingent on position.

• Additional rewards, including an annual bonus and sales incentives, based on the applicable plan, role, and individual performance.