CFO/COO

About the Role:
A Dallas based insurance agency in the construction space is seeking a highly skilled CFO/COO to join their growing team. Partnering with the President, the CFO/COO will have overarching responsibility for all day-to-day operations. Ideal candidate has experience running the office for a small to mid-sized insurance agency handling bookkeeping/accounting, HR, IT, etc. Must have insurance experience, preferably with an agency, wholesaler, or MGA. Hybrid in office 3 days per week.

Key Responsibilities:

Office Management- assist with running the office.

Handle bookkeeping/accounting.

Has a working knowledge of agency management software.

Improve daily organization and workflows to ensure maximum operational efficiency.

Ensures regulatory compliance of the agency.

Monitor production and monthly goals for all producers. Team of 6-7.

Oversees, implements, and refines agency budget and company operations to ensure company targets for revenue and profitability are met.

Maintains and builds trusted relationships with key customers, partners, vendors, management, and stakeholders.

Supports the President in all aspects of the business and operations.

Skills:

5 + years of COO, CFO, Operations, or Accounting experience from an insurance agency preferred.

Property & Casualty agency management system experience (Applied TAM or Epic preferred).

Someone with an accounting background is a must.

Bachelor’s Degree in accounting preferred

Strong insurance knowledge.

Someone computer and tech savvy is a must.

Creative problem-solving skills along with exceptional time management and attention to detail.

Compensation Package:

Compensation: Between $125k-$175k (based on experience) + bonus opportunities.

Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

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INDTJG-PS

Jonus Group

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CFO/COO