JOB SUMMARY

Responsible for leading the American Republic Insurance Services Sales operation and field administrative teams in seeking new pathways to grow sales and drive profitability. In this role, the Agency Operations Manager will coach, train, and oversee projects with the agency leadership team to grow sales, develop operational efficiency, and improve overall agency operations performance.

ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Creates, develops, and recommends goals, based on Branch P&L, objectives and policies to ensure the most effective operation and staffing of the agency.
• Creates a high-performing organization, continuously analyzing current business work flows and productivity/efficiency results to implement process improvements.
• Oversee the planning, design and tactical implementation of various projects and operational initiatives to support the sales functions.
• Develop and monitor budget for all branches and agency overall. Analyze budget trends and monitor profit and loss statements. Reconciles assumptions to actual performance; presents variances; develops action plans to resolve negative variances.
  • Lead Management – Oversee the lead management process for the agenc. Monitor program efficiencies and ROI tracking.
  • Training – Oversees the design and delivery of sales training and development programs. Ensure programs meet the needs of distribution leaders, agents and market conditions consistent with the long-term goals of the company.
  • Sales Project Management – Leads/oversees distribution project management activities to ensure accurate and timely project delivery and execution. Collaborates with operational project managers to ensure seamless integration and execution.
• Coaches and provides oversight for sales professionals in utilizing management tools (Agent Vizion Technology) to maximize growth plans.
• Manage direct reports including overseeing workflow, communicate company goals and policies, provides feedback, foster a positive work environment, and promote employee development.
• Other duties as assigned
• Embrace and foster a diverse and inclusive culture that aligns with our commitment to THRIVE Support and engage in educational opportunities that raise awareness through our Toolkit, Hear by listening and encouraging every voice, Respect by empowering and appreciating differences, embrace Inclusion by supporting a collaborative workforce that promotes belonging and respect, Value all employees’ and potential candidates’ uniqueness, and support Equity for all.
• Performs other related duties as necessary or assigned.

SUCCESS PROFILE
Knowledge, Skills, and Abilities

• Ability to coach a team to drive operational success and value drive outcomes.
• Expert ability to communicate a clear vision of KPIs to ensure sales and profitability goals are met and is easily understood by employees.
• Strong analytic and critical thinking skills.
• High ability to solve problems and work under pressure.
• Strong written and verbal communication skills, including the abilities to articulate and defend complex ideas and strategies and to speak to executive and board level officers in formal settings.
• Strong leadership and organizational skills with a drive for transparency and efficiency.
• Demonstrate the American Enterprise core competencies of people management, change, communication, customer focus, financial acumen, innovation, teamwork, critical thinking, and decision making. For a full description of each competency, please visit americanenterprise.com/core-competencies.
• Demonstrate an Agile mindset* of trust, teamwork, and transparency and capability to implement agile tools into daily work, allowing for quick adaption to change. (*An agile mindset is the set of attitudes supporting an agile working environment including trust, teamwork, transparency, respect, improvement, ongoing learning, pride in ownership, focus on delivering value, and the ability to adapt to change.)
• Embrace our culture of betterment, which surrounds the question: Does this decision fit with our mission and core values while enhancing the outcome for our customers, our business, and our associates?

EDUCATION AND EXPERIENCE

Education

• Bachelor’s degree in Business Management or related field. Combination of education and/or relevant work experience may be accepted in lieu of degree.

Experience

• 8+ years of relevant experience. Experience in the insurance industry operations and/or with agency leadership, a plus.
• Experience leading and mentoring a team and managing profit & loss results.

TRAVEL REQUIREMENTS

Minimal for Trainings/Seminars/Conferences

PHYSICAL REQUIREMENTS

• Primarily works in an office environment (or in-home office) performing work that is sedentary which involves remaining stationary and working on a computer for long periods of time.
• Must be able to review, assess, and/or analyze data and figures by viewing a computer screen, including extensive reading.
• Regularly communicates with others in-person, via video conferencing, electronically (including email), or by phone to exchange accurate information.

This job description does not list all activities, duties, or responsibilities that may be required. The employee in this position may be assigned other duties at any time with or without notice.

This job description does not constitute a contract of employment and the company may exercise its employment-at-will rights at any time.