Head of Operations

Posted on May 25 Dallas, TX

A-MAX Insurance Services

To contribute to the development, implementation, monitoring and review of a business strategy that maximizes the retail net profit by driving sales and controlling costs at regional level; to build motivated and high performing teams through the effective leadership from regional management to retail staff.

Key Responsibilities:
• Spends time in offices with retail office teams and customers to understand and identify business critical issues in order to ensure the alignment of tactics and strategies; maintains the corporate identity of AMAX in all offices and related initiatives
• Build relationships with insurance carriers, to include negotiating business terms
• Works with the COO, other Department Heads and Regional Field Leadership to influence the creation and communication of company strategy, business priorities and targets for the Regional Teams and ensures there are systems in place to enable the offices to receive the information in a timely manner
• Works closely with senior sales leadership and analytics team to define the optimal performance measurements and performance management programs required to ensure sales organization success. Aligns reporting, training, and incentive programs with these performance management priorities.
• Designs, implements, and manages sales forecasting, planning, and budgeting processes. Establishes high levels of quality, accuracy, and process consistency in planning, forecasting, and budgeting approaches.
• Generates ideas about future retail activities to ensure a cutting edge strategy; maintains up to date knowledge of the insurance market place, competitors and trends
• Uses open feedback mechanisms from the operations team with other departments to ensure the integration of the retail strategy with AMAX's other activities
• Influences and supports the retail element of the annual budget process ensuring understanding and buy in from the operations team. Constantly reviews financial data and supports the Regional Managers in providing realistic input into the sales budgets
• Takes decisions on matters relating to the day to day retail operations including the strategic planning of resources
• Translates the strategic goals into retail operational plans to achieve the required targeted growth in sales and profit; identifies and optimizes promotional opportunities ensuring these are coordinated with wider AMAX promotions and campaigns
• Takes a lead role in building a strong sales management culture with the operations team; spends time coaching Regional Managers, identifying skills and opportunities for development; provides advice and guidance on manager issues when needed.
• Works with the HR Partner to ensure people management issues are satisfactorily resolved and relevant HR policies and procedures are adhered to. Partners with HR to design sales incentive compensation programs that provide market-competitive pay, reinforce sales organization strategy, and align with business and sales organization objectives.
• Proactively manages and reviews the performance and progress of Regional Managers and their regions, sets objectives and targets.
• Regularly produces and presents a range of financial/non-financial reports for the Executive Leadership team

Decision Making Parameters:
• Empowered to make decisions on all aspects of the running for a defined group of regions within the guidelines set by the company. Consults with the appropriate departments on all non-routine decisions
• Involved in the strategic direction and development of the company, participates in the decision making process for new initiatives, projects and procedures
• Defines the tactics that realizes the business strategy for the operations team

• Ten to fifteen years of experience in senior leadership in the insurance or financial services industry, preferably in the non-standard insurance market
• Must be able to demonstrate the ability to contribute and successfully deliver against a business strategy
• Must possess a track record of increasing and sustaining sales growth and profitability even in challenging market conditions such as the current economic climate
• Must demonstrate a proven ability to motivate, coach and develop people

Key Skills Sought:
• Excellent communication skills – verbal, written to include report writing and group presentations
• Influencing and negotiation skills
• Well-developed interpersonal skills
• Commercially sound with a good understanding of profit and loss accounting and the influence of operating factors e.g. volume v price
• Excellent organization skills, able to prioritize
• A collaborative team player – concerned with the team success as well as individual performance
• Visible Leadership skills – can motivate others to achieve
• Solution orientated, decisive by nature

Personal Attributes:
• Self-starter – high energy levels
• Positive and Enthusiastic
• Resourceful
• Strong professionally – credible with integrity
• Good Listener – will challenge constructively and respond well to feedback

• Mobility – the job entails frequent and extensive travel
• Must be able to use MS Office applications – Word, Outlook, and Excel to a competent standard