Job Description
Description:
Larson Financial Group LLC is looking for an experienced and forward-thinking Operations Manager to lead and optimize the technology and workflow infrastructure within our insurance department. This individual will play a critical role in streamlining operations, enhancing system efficiency, and ensuring seamless experience for clients and internal stakeholders. The ideal candidate will have a background in and/or exposure to technology, process improvement, operational improvements, people leadership and management, and knowledge about the infrastructure of both life and disability insurance.
Requirements:
Key Responsibilities:
Technology & Workflow Optimization:
- Evaluate, design, and implement workflow improvements using current and emerging technologies.
- Act as a liaison between the Insurance department and IT/Tech partners to drive system enhancements and troubleshooting issues.
- Lead automation and digital transformation efforts that increase efficiency and reduce manual touchpoints.
- Own and manage the department's operational tech stack (CRM, policy management tools, eApp platforms, etc.).
Process Management & Documentation:
- Develop and maintain SOPs, training materials, and process maps.
- Identify and eliminate bottlenecks, redundancies, or inefficiencies across the policy lifecycle (quoting, underwriting, issuance, and post-issue service).
- Monitor KPIs related to cycle times, touchpoints, and error rates; use data to drive decision-making.
People Management:
- Lead, mentor, and develop a high-performing team of insurance operations professionals.
- Set clear goals, conduct performance reviews, and foster a culture of accountability and continuous improvement.
- Align team structure and roles with evolving department needs and strategic priorities.
- Encourage collaboration, innovation, and professional growth within the team.
Stakeholder Support & Training:
- Partner with advisors, client service teams, and carriers to ensure smooth coordination and execution of insurance processes.
- Train and support team members on new systems, tools, and workflow updates.
Requirements:
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- An ability to manage multiple tasks and projects simultaneously, while meeting set deadlines.
- Detail-oriented with a focus on quality and accuracy, and a high level of accuracy and accountability.
- Comfortable in a fast-paced, dynamic environment
- Commitment to maintaining the highest level of confidentiality with client information
Preferred Qualifications:
- Bachelor's degree in business administration, Operations Management, Information Technology, or related field.
- Proficiency in workflow automation tools and technologies.
- Experience in the tech industry and/or insurance industry. Must be prepared for a fast-paced environment.
- Familiarity with Salesforce and DocuSign.
- Agile or PMP certification and/or experience in similar process improvement methodologies. (Lean Sigma).
- Experience with project management tools (e.g., SMARTSHEET) is a plus.
- Proven experience in operational management, workflow optimization, or related role.
Larson Financial Group, LLC offers a generous employee benefits & perks package:
- Profit Sharing Bonus Program
- 401(k) Employer Match up to 4%
- Medical Insurance (HDHP HSA plans are FREE for employee only, dependent coverage available for cost
- Dental Insurance
- Vision Insurance
- ER PD Long Term Disability Insurance
- ER PD Life Insurance
- ER PD EAP
- Voluntary Life & STD available
- Supplemental Insurance available
- Paid time Off (112 hours after 90 days)
- Holiday Pay (12 Holidays)
- Training & Education
- ER Events, Awards, Activities
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