Job 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.

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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