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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