Manager I

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

📋 Description

• Oversee, mentor, and guide Operations Analysts and Specialists.

• Conduct performance evaluations and assist in career progression.

• Ensure timely and precise invoicing, cash applications, and processing of agent commissions.

• Monitor aging reports, resolve billing issues, and manage reporting across various systems.

• Supervise bank account activities, reconciliations, and resolution of cash transaction discrepancies.

• Collaborate with Accounting, Finance, and Compliance on surplus lines reporting and tax submissions.

• Stay updated on regulatory changes and guarantee timely, accurate submissions.

• Plan resources, monitor team productivity, and manage daily operational processes.

• Identify and implement process enhancements to boost efficiency and scalability.

• Analyze operational data to uncover trends, generate insights, and present findings to leadership.

• Work alongside Product, Support, Collections, and other internal teams to address client concerns and enhance operational systems.

• Coordinate audit support and ensure accurate documentation is maintained.

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

• Evaluate staffing requirements and modify resources to align with 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 experience in operations, finance, or insurance.

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

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

• Strong technical reporting abilities and the capacity to analyze and synthesize data from multiple systems.

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

• Exceptional written and verbal communication skills.

• Ability to clearly articulate complex issues and collaborate effectively with diverse teams.

• Familiarity with Surplus Lines insurance products.

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

• Knowledge of surplus lines insurance, regulatory mandates, 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.

• Skilled in recognizing inefficiencies, implementing scalable solutions, and spearheading continuous improvement initiatives.

• Comfortable managing shifting priorities and taking initiative in uncertain or changing circumstances.

🏝️ Benefits

• Health, dental, and vision insurance.

• Retirement savings plan with company matching.

• Paid time off and holidays.

• Opportunities for professional development.

• Performance-based bonuses contingent on position.

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