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Operations Manager, Insurance Services [Urgent Search]

Company: Larson Financial Group, LLC
Location: Saint Louis
Posted on: June 24, 2025

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 PI894661b88531-37156-37795932

Keywords: Larson Financial Group, LLC, Chesterfield , Operations Manager, Insurance Services [Urgent Search], Accounting, Auditing , Saint Louis, Missouri


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