Deputy Operations Manager

Role & responsibilities

• Manage their tasks on daily basis and assign the tasks as needed for each task.
• Manage a team of Client Relationship Managers who have their respective book of business.
• Quoting with multiple carriers, Preparing Applications for Brokers, issuing certificate, processing endorsements, renewal preparation and other tasks assigned.
• Order and issue binders, certificates, policies, endorsements, and other related items; verify their accuracy; forwards them to client with appropriate correspondence.
• Verify policy and policy change information, facilitate corrections when necessary.
• Process renewals in coordination with agents and according to agency procedures.
• Review audits of policy; verify accuracy and facilitate corrections, as needed, between client and carrier.
• Assist clients in submitting reports of claims, facilitate prompt response from carrier staff and follow up on claims status, according to agency procedures.
• Reporting the daily/weekly/monthly deliverables to Sr. management without any supervision.
• Imperative for self & team to be in compliant with all the set protocols of the agency
• Defined Sales target to be met by self & the team in accordance to meet the production goals.
• Training of new hires including knowledge transfer, on job training support & floor support

Preferred candidate profile

• Tech friendly: Microsoft Office (Excel, Word, PDFs), Carrier websites, AMS etc.
• Organizing, Documentation, Communication and work independently.
• Leadership skills, Team Building, taking initiative will help grow within the firm.
• Prepare summaries of insurance, schedules, and proposals as needed.
• Required to clear the agency test within initial 60-90 days

Kindly Note we need an immediate Joiners, who can join us by 5th October